Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVSIX (Mar Vista Strategic Growth Fund Institutional Shares) | NA | -20.73% | -11.89% | -3.25% | 40.01% | NA | NA | … | … |
Data as of 02/28/2025, Common starting date is 11/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVSIX (Mar Vista Strategic Growth Fund Institutional Shares) | 11/02/2011 | 02/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -20.73 | -11.89 | -3.25 | 40.01 | NA | NA | … | … | 1.11 | -18.55 | 7.86 | -32.49 | 12.64 | 2,776.50 | 29.82 | -6.44 | 22.56 | 4.99 | -0.53 | 7.15 | 24.83 | 13.90 | 1.20 |
| Sharpe Ratio | NA | -0.65 | -0.50 | -0.18 | 0.38 | NA | NA | … | … | 0.37 | -0.60 | 0.22 | -1.06 | 0.73 | 8.55 | 2.38 | -0.47 | 3.32 | 0.37 | -0.04 | 0.57 | 2.17 | 1.17 | 0.40 |
| Standard Deviation(%) | NA | 37.14 | 30.07 | 29.02 | 103.42 | NA | NA | … | … | 11.03 | 37.15 | 19.22 | 32.06 | 17.18 | 320.09 | 11.89 | 16.71 | 6.62 | 12.78 | 14.21 | 12.58 | 11.45 | 11.91 | 19.55 |
| Draw Down(%) | NA | 32.78 | 37.14 | 47.15 | 47.15 | NA | NA | … | … | 2.42 | 31.45 | 12.75 | 33.59 | 12.77 | 32.23 | 5.76 | 21.99 | 2.15 | 9.10 | 9.69 | 10.65 | 6.52 | 9.22 | 7.38 |
| Yield(%) | 0.00 | 1.32 | 0.02 | 0.05 | 0.89 | 1.16 | 0.87 | … | … | 0.00 | 1.39 | 0.63 | 0.00 | 0.12 | 0.00 | 0.09 | 0.12 | 0.30 | 0.52 | 0.07 | 0.44 | 1.32 | 1.24 | 0.00 |
Data as of 02/28/2025, Common starting date is 11/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVSIX (Mar Vista Strategic Growth Fund Institutional Shares) |
-15.98%
Dec 2021 – Dec 2024 |
-4.16%
Jan 2020 – Jan 2025 |
40.45%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVSIX (Mar Vista Strategic Growth Fund Institutional Shares) |
247.77%
Dec 2018 – Dec 2021 |
120.83%
Oct 2016 – Oct 2021 |
54.35%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart