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Marsico Focus (MFOCX)

NASDAQ - NASDAQ Delayed Price. Currency in USD
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19.03-0.05 (-0.26%)
At close: 5:20PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return26.03%
5-Year Average Return13.46%
Number of Years Up13
Number of Years Down6
Best 1 Yr Total Return (Jul 30, 2017)38.11%
Worst 1 Yr Total Return (Jul 30, 2017)-40.75%
Best 3-Yr Total Return38.11%
Worst 3-Yr Total Return-10.09%

Trailing Returns (%) Vs. Benchmarks

ReturnMFOCXCategory
YTD26.03%14.14%
1-Month4.45%0.06%
3-Month8.99%5.01%
1-Year20.06%20.02%
3-Year7.88%8.80%
5-Year13.46%13.87%
10-Year7.42%7.51%
Last Bull Market27.68%25.43%
Last Bear Market-17.72%-17.23%

Annual Total Return (%) History

Year
MFOCXCategory
2017
N/AN/A
2016
-6.85%3.23%
2015
1.43%3.60%
2014
11.39%10.00%
2013
38.11%33.92%
2012
11.75%15.34%
2011
-2.65%-2.46%
2010
18.31%15.53%
2009
30.49%35.68%
2008
-40.75%-40.67%
2007
12.93%13.35%
2006
8.60%7.05%
2005
9.69%6.71%
2004
11.70%7.81%
2003
31.24%28.66%
2002
-16.69%-27.64%
2001
-20.81%-22.30%
2000
-17.91%-13.05%
1999
55.27%38.87%
1998
51.30%34.55%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201711.92%7.81%N/AN/A
2016-4.57%-0.97%4.18%-5.39%
20152.51%1.17%-8.95%7.41%
2014-1.13%6.64%4.09%1.50%
201311.55%4.40%6.45%11.41%
201216.24%-5.32%3.25%-1.65%
20114.70%-1.43%-14.46%10.27%
20105.82%-13.78%13.19%14.57%
2009-9.28%15.87%16.53%6.53%
2008-13.66%0.58%-11.06%-23.29%
2007-0.73%2.35%10.97%0.16%
20064.28%-4.58%0.33%8.78%
2005-4.27%2.96%6.60%4.41%
20041.01%-1.93%0.68%12.00%
2003-0.09%14.22%4.33%10.23%
20024.49%-3.45%-14.87%-3.00%
2001-18.63%4.85%-16.53%11.20%
20000.21%-8.30%2.88%-13.17%
199912.56%2.35%0.00%34.78%
199823.10%11.70%-10.11%22.41%

Rank In Category (By Total Return)

YTD4
1-Month4
3-Month4
1-Year22
3-Year85
5-Year70

Load Adjusted Returns

1-Year20.06%
3-Year7.88%
5-Year13.46%
10-Year7.42%