Dow Down1.40% Nasdaq Down1.59%

Marsico Growth (MGRIX)

23.15 Down 0.48(2.03%) Oct 1

Risk as of Aug 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return(Dec 30, 1999):53.31%
Worst 1 Yr Total Return(Dec 30, 2008):-42.83%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticMGRIXCategory
Alpha (against Standard Index)-3.89-3.35
Beta (against Standard Index)1.121.10
Mean Annual Return1.491.50
R-squared (against Standard Index)83.3187.42
Standard Deviation14.2013.63
Sharpe Ratio1.261.33
Treynor Ratio16.3617.01
5 Years
StatisticMGRIXCategory
Alpha (against Standard Index)-1.66-1.60
Beta (against Standard Index)1.121.07
Mean Annual Return1.401.34
R-squared (against Standard Index)88.6690.33
Standard Deviation15.6814.87
Sharpe Ratio1.071.08
Treynor Ratio14.9615.04
10 Years
StatisticMGRIXCategory
Alpha (against Standard Index)-0.530.35
Beta (against Standard Index)1.071.03
Mean Annual Return0.770.81
R-squared (against Standard Index)88.6787.64
Standard Deviation16.7716.23
Sharpe Ratio0.460.50
Treynor Ratio6.056.98