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MIOFX: MARSICO INTERNATIONAL OPPORTUNITIES FUND MARSICO INTERNATIONAL OPPORTUNITIES FUND (MUTUAL FUND)
Basic Info 27.73 0.25(0.91%) May 19
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 08/23/2000 |
| Last Dividend Date: | 12/15/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.50% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/23/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.4 | 14.5 | 22.3 | 19.9 | 10.7 | 6.8 | 7.7 | 6.4 | 5.6 | 29.8 | 18.0 | -23.7 | -7.4 | 17.7 | 31.4 | -18.2 | 44.1 | -10.6 | 3.6 | -4.1 | 19.9 | 17.3 | -15.2 | 13.3 | 37.7 | -50.5 | 20.2 | 23.9 | 19.1 | 17.5 | 41.5 | -7.8 | -15.7 | -9.3 |
| Sharpe Ratio | NA | 1.35 | 0.66 | 0.78 | 0.39 | 0.25 | NA | NA | 0.21 | 1.28 | 1.0 | -0.98 | -0.4 | 0.61 | 2.68 | -1.18 | 5.14 | -0.61 | 0.21 | -0.33 | 1.7 | 1.07 | -0.55 | 0.62 | 1.2 | -1.14 | 0.85 | 1.29 | 1.63 | 1.2 | 2.57 | -0.49 | -1.08 | -1.51 |
| Draw Down(%) | NA | 17.5 | 17.5 | 19.6 | 46.0 | 46.0 | NA | NA | 63.8 | 11.4 | 12.0 | 34.3 | 21.7 | 30.2 | 5.8 | 28.5 | 3.4 | 17.6 | 16.5 | 11.8 | 8.7 | 16.5 | 28.1 | 17.7 | 24.5 | 61.3 | 13.9 | 19.3 | 7.7 | 12.2 | 15.8 | 23.3 | 32.8 | 18.1 |
| Standard Deviation(%) | NA | 27.7 | 22.5 | 19.8 | 20.1 | 19.1 | NA | NA | 20.6 | 18.1 | 13.8 | 25.8 | 18.6 | 28.7 | 11.2 | 16.5 | 8.5 | 17.6 | 16.9 | 12.3 | 11.7 | 16.3 | 27.8 | 21.5 | 31.4 | 45.1 | 20.4 | 16.1 | 10.4 | 13.8 | 15.9 | 18.0 | 17.0 | 18.8 |
| Treynor Ratio | NA | 0.4 | 0.18 | 0.21 | 0.11 | 0.06 | NA | NA | 0.05 | 0.32 | 0.2 | -0.35 | -0.15 | 0.2 | 0.43 | -0.24 | 0.58 | -0.12 | 0.04 | -0.05 | 0.25 | 0.19 | -0.16 | 0.14 | 0.36 | -0.52 | 0.17 | 0.21 | 0.22 | 0.18 | 0.39 | -0.12 | -0.26 | -0.29 |
| Alpha | NA | 0.02 | 0.06 | 0.05 | 0.03 | 0.01 | NA | NA | 0.0 | 0.1 | 0.02 | 0.01 | 0.0 | -0.09 | 0.03 | -0.04 | 0.04 | -0.05 | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.02 | -0.04 | 0.02 | 0.0 | 0.03 | 0.0 | 0.02 | 0.02 | -0.01 | -0.02 |
| Beta | NA | 0.94 | 0.82 | 0.75 | 0.7 | 0.77 | NA | NA | 0.87 | 0.74 | 0.7 | 0.72 | 0.48 | 0.87 | 0.7 | 0.82 | 0.75 | 0.89 | 0.93 | 0.87 | 0.8 | 0.91 | 0.96 | 0.96 | 1.06 | 0.99 | 1.0 | 0.99 | 0.77 | 0.93 | 1.05 | 0.73 | 0.7 | 0.97 |
| RSquared | NA | 0.89 | 0.74 | 0.78 | 0.71 | 0.76 | NA | NA | 0.84 | 0.6 | 0.79 | 0.89 | 0.36 | 0.89 | 0.8 | 0.85 | 0.65 | 0.8 | 0.78 | 0.77 | 0.82 | 0.93 | 0.97 | 0.94 | 0.95 | 0.96 | 0.91 | 0.85 | 0.59 | 0.76 | 0.82 | 0.78 | 0.69 | 0.64 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.2 | 0.1 | 1.4 | 1.7 | 2.6 | N/A | 0.0 | 0.4 | 0.1 | 0.0 | 0.0 | 5.3 | 7.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 2.0 | 0.6 | 0.8 | 13.6 | 4.7 | 0.8 | 0.4 | 0.0 | 0.0 | 0.1 | 2.9 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -87.8 | -95.6 | -36.5 | N/A | N/A | N/A | -100.0 | 163.0 | N/A | N/A | -100.0 | -43.5 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 352.7 | -61.3 | -93.9 | 239.8 | 607.2 | 110.9 | N/A | N/A | -100.0 | -97.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/23/2000
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