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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%)
As of 08:05AM EDT. Market open.

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 (Jul 2, 2024)45.66%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return45.66%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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%