Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGLBX (MARSICO GLOBAL FUND MARSICO GLOBAL FUND) | 20.80% | 27.26% | 32.00% | 13.70% | 13.85% | 14.62% | NA | 10.99% |
Data as of 07/03/2025, AR inception is 07/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLBX (MARSICO GLOBAL FUND MARSICO GLOBAL FUND) | 07/02/2007 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 27.26 | 32.00 | 13.70 | 13.85 | 14.62 | NA | 10.99 | 20.80 | 35.92 | 32.72 | -37.23 | -6.34 | 38.94 | 27.18 | -4.48 | 40.24 | -6.01 | 2.78 | 2.72 | 41.98 | 19.42 | -12.64 | 23.58 | 34.32 | -42.82 | 17.70 |
| Sharpe Ratio | NA | 1.05 | 1.32 | 0.59 | 0.57 | NA | NA | 0.45 | 1.58 | 1.55 | 1.82 | -1.31 | -0.26 | 1.15 | 1.78 | -0.29 | 4.24 | -0.39 | 0.17 | 0.20 | 3.48 | 1.34 | -0.47 | 1.09 | 1.13 | -1.08 | 1.69 |
| Standard Deviation(%) | NA | 24.73 | 20.72 | 22.43 | 21.24 | NA | NA | 22.52 | 28.73 | 18.98 | 15.80 | 29.55 | 24.65 | 33.64 | 14.50 | 20.12 | 9.38 | 15.91 | 15.72 | 13.35 | 12.05 | 14.60 | 27.06 | 21.53 | 30.27 | 40.56 | 21.23 |
| Draw Down(%) | NA | 20.66 | 20.66 | 43.08 | 43.08 | NA | NA | 60.11 | 20.66 | 12.61 | 10.53 | 39.57 | 24.39 | 29.35 | 8.88 | 25.42 | 4.83 | 16.36 | 13.97 | 9.53 | 6.41 | 12.90 | 27.42 | 15.28 | 27.81 | 51.66 | 8.99 |
| Yield(%) | 0.00 | 1.77 | 3.28 | 5.70 | 6.54 | 10.12 | 6.41 | 7.12 | 0.00 | 2.37 | 2.62 | 2.72 | 16.94 | 3.36 | 0.00 | 1.08 | 11.82 | 0.00 | 10.24 | 11.79 | 18.32 | 0.00 | 0.00 | 0.98 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 07/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLBX (MARSICO GLOBAL FUND MARSICO GLOBAL FUND) |
-6.10%
Oct 2007 - Oct 2010 |
-1.95%
Oct 2007 - Oct 2012 |
6.23%
Oct 2007 - Oct 2017 |
5.57%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLBX (MARSICO GLOBAL FUND MARSICO GLOBAL FUND) |
32.40%
Jun 2022 - Jun 2025 |
24.91%
Feb 2009 - Feb 2014 |
16.70%
Sep 2011 - Sep 2021 |
15.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart