Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MBDDX (FDP Ser Marsico Growth FDP Inv B) | NA | 18.30% | 17.35% | 5.40% | NA | NA | NA | 5.40% |
Data as of 07/03/2013, AR inception is 10/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBDDX (FDP Ser Marsico Growth FDP Inv B) | 10/12/2005 | 07/03/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.30 | 17.35 | 5.40 | NA | NA | NA | 5.40 | 15.97 | 10.96 | -2.84 | 18.38 | 28.30 | -42.48 | 13.26 | 7.86 | 8.31 |
| Sharpe Ratio | NA | 1.56 | 0.91 | 0.21 | NA | NA | NA | 0.17 | 2.92 | 0.80 | -0.11 | 0.90 | 1.07 | -1.18 | 0.61 | 0.36 | 3.42 |
| Standard Deviation(%) | NA | 11.73 | 19.19 | 25.62 | NA | NA | NA | 22.55 | 11.70 | 13.80 | 26.14 | 20.31 | 26.46 | 36.68 | 16.98 | 12.69 | 12.15 |
| Draw Down(%) | NA | 8.59 | 21.45 | 47.00 | NA | NA | NA | 56.80 | 5.07 | 11.09 | 21.45 | 16.91 | 24.23 | 49.84 | 9.21 | 11.96 | 2.49 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2013, AR inception is 10/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDDX (FDP Ser Marsico Growth FDP Inv B) |
-16.51%
Feb 2006 - Feb 2009 |
-2.80%
Oct 2007 - Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDDX (FDP Ser Marsico Growth FDP Inv B) |
24.28%
Feb 2009 - Feb 2012 |
4.90%
Jun 2008 - Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart