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Marsico Midcap Growth Focus Fund (MXXIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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43.62

-0.04

(-0.09%)

At close: 06:26PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up17

Number of years down6

Best 1-yr total return (4 July 2024)45.33%

Worst 1-yr total return (4 July 2024)N/A

Risk statistics

3 years

MXXIXCategory average

5 years

MXXIXCategory average

10 years

MXXIXCategory average

Alpha

-10.480.01

-5.50.01

-2.36-0.02

BETA

1.070.01

1.090.01

1.050.01

Mean annual return

0.10.02

0.950.02

0.970.01

R-squared

83.740.82

81.530.79

80.240.8

Standard deviation

20.870.23

21.830.19

18.020.17

Sharpe ratio

-0.110.01

0.420.01

0.560.01

Treynor ratio

-4.110.18

6.550.17

8.380.12