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Marsico Global (MGLBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.43+0.36 (+1.63%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.18%
5-year average return11.82%
Number of years up11
Number of years down5
Best 1-yr total return (2 May 2024)42.30%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return42.30%
Worst 3-yr total return-0.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGLBXCategory
YTD16.47%9.95%
1-month-3.31%2.98%
3-month10.71%8.22%
1-year34.53%40.81%
3-year2.12%19.17%
5-year11.35%18.49%
10-year11.10%11.83%
Last bull market37.88%21.12%
Last bear market-21.74%-20.34%

Annual total return (%) history

Year
MGLBXCategory
2024
N/AN/A
2023
35.38%N/A
2022
-34.51%N/A
2021
10.84%N/A
2020
42.30%32.67%
2019
27.18%30.40%
2018
-4.48%-7.79%
2017
40.24%30.22%
2016
-6.01%2.42%
2015
2.78%1.26%
2014
2.72%2.65%
2013
41.99%26.44%
2012
19.42%18.01%
2011
-12.64%-6.80%
2010
23.58%15.68%
2009
35.21%39.03%
2008
-42.10%-41.58%
2007
N/A12.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202420.46%N/AN/AN/A
202312.98%11.30%-5.33%13.72%
2022-17.75%-21.74%-2.82%4.70%
20210.70%9.59%-2.59%3.11%
2020-11.98%33.31%12.08%8.21%
201914.80%6.06%-3.37%8.09%
20186.37%6.12%5.21%-19.56%
201710.83%10.34%9.88%4.37%
2016-3.84%-1.30%5.80%-6.40%
20155.10%-0.15%-8.98%7.60%
2014-1.76%4.23%-0.69%1.01%
20139.26%5.86%10.25%11.35%
201221.49%-7.23%5.50%0.43%
20113.70%-0.26%-20.94%6.84%
20103.87%-11.18%18.71%12.85%
2009-13.97%22.11%21.50%5.93%
2008-12.15%0.68%-14.60%-23.34%
200714.60%4.65%N/AN/A

Rank in category (by total return)

YTD2
1-month22
3-month2
1-year2
3-year40
5-year22

Load adjusted returns

1-year34.53%
3-year2.12%
5-year11.35%
10-year11.10%