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    Marsico Focus (MFOCX)

    16.75 Up 0.01(0.06%) Mar 24

    Risk as of Feb 27, 2017Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up13
    Number of Years Down6
    Best 1 Yr Total Return(Dec 30, 2013):38.11%
    Worst 1 Yr Total Return(Dec 30, 2008):-40.75%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticMFOCXCategory
    Alpha (against Standard Index)-6.19-3.24
    Beta (against Standard Index)0.971.03
    Mean Annual Return0.350.65
    R-squared (against Standard Index)66.8682.39
    Standard Deviation12.3211.90
    Sharpe Ratio0.320.65
    Treynor Ratio3.416.98
    5 Years
    StatisticMFOCXCategory
    Alpha (against Standard Index)-3.40-2.03
    Beta (against Standard Index)0.991.03
    Mean Annual Return0.851.01
    R-squared (against Standard Index)71.6683.22
    Standard Deviation11.9611.66
    Sharpe Ratio0.841.04
    Treynor Ratio9.8411.60
    10 Years
    StatisticMFOCXCategory
    Alpha (against Standard Index)-1.450.14
    Beta (against Standard Index)1.021.02
    Mean Annual Return0.610.74
    R-squared (against Standard Index)84.6988.31
    Standard Deviation17.0116.61
    Sharpe Ratio0.390.49
    Treynor Ratio5.236.96