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    Marsico Growth (MGRIX)

    14.58 Down 0.46(3.06%) Jun 24

    Risk as of May 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up13
    Number of Years Down5
    Best 1 Yr Total Return(Dec 30, 2013):35.24%
    Worst 1 Yr Total Return(Dec 30, 2008):-42.83%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticMGRIXCategory
    Alpha (against Standard Index)-3.42-0.75
    Beta (against Standard Index)1.001.04
    Mean Annual Return0.640.90
    R-squared (against Standard Index)79.0585.77
    Standard Deviation12.7012.73
    Sharpe Ratio0.600.85
    Treynor Ratio7.0810.09
    5 Years
    StatisticMGRIXCategory
    Alpha (against Standard Index)-3.42-2.12
    Beta (against Standard Index)1.061.07
    Mean Annual Return0.760.87
    R-squared (against Standard Index)84.8088.32
    Standard Deviation13.9813.87
    Sharpe Ratio0.640.76
    Treynor Ratio7.899.34
    10 Years
    StatisticMGRIXCategory
    Alpha (against Standard Index)-1.770.01
    Beta (against Standard Index)1.061.02
    Mean Annual Return0.580.71
    R-squared (against Standard Index)88.8688.37
    Standard Deviation17.1316.60
    Sharpe Ratio0.350.45
    Treynor Ratio4.426.26