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Marsico Midcap Growth Focus Fund (MXXIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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42.75

+0.82

(+1.96%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up17

Number of Years Down6

Best 1 Yr Total Return (May 2, 2024)45.33%

Worst 1 Yr Total Return (May 2, 2024)N/A

Risk Statistics

3 Years

MXXIXCategory Average

5 Years

MXXIXCategory Average

10 Years

MXXIXCategory Average

Alpha

-9.750.01

-3.840.01

-1.8-0.02

BETA

1.080.01

1.070.01

1.060.01

Mean Annual Return

00.02

0.920.02

0.980.01

R-squared

82.70.82

80.90.79

80.410.8

Standard Deviation

21.010.23

21.930.19

18.020.17

Sharpe Ratio

-0.150.01

0.410.01

0.570.01

Treynor Ratio

-4.840.18

6.450.17

8.620.12