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Marsico Focus Institutional (MIFOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.68+0.26 (+0.88%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return33.21%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (2 Jul 2024)45.66%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return45.66%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIFOXCategory
YTD29.89%12.38%
1-month6.16%5.09%
3-month8.80%10.28%
1-year42.11%41.70%
3-year10.74%22.56%
5-year20.04%21.98%
10-year15.03%15.99%
Last bull market36.80%25.99%
Last bear market-20.53%-17.29%

Annual total return (%) history

Year
MIFOXCategory
2024
N/AN/A
2023
45.66%N/A
2022
-33.08%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202419.39%8.80%N/AN/A
202313.69%17.11%-4.08%14.06%
2022-11.75%-20.53%-4.30%-0.28%

Rank in category (by total return)

YTD1
1-month36
3-month12
1-year2
3-year13
5-year7

Load adjusted returns

1-year42.11%
3-year10.74%
5-year20.04%
10-year15.03%