Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIOFX (MARSICO INTERNATIONAL OPPORTUNITIES FUND MARSICO INTERNATIONAL OPPORTUNITIES FUND) | 12.62% | 21.87% | 26.79% | 8.26% | 10.32% | 7.84% | 6.17% | … | … |
Data as of 06/04/2026, Common starting date is 08/23/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIOFX (MARSICO INTERNATIONAL OPPORTUNITIES FUND MARSICO INTERNATIONAL OPPORTUNITIES FUND) | 08/23/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 1.42 | 21.87 | 26.79 | 8.26 | 10.32 | 7.84 | 6.17 | … | … | 12.62 | 28.54 | 32.97 | 17.95 | -23.71 | -7.42 | 17.72 | 31.39 | -18.18 | 44.09 | -10.57 | 3.56 | -4.05 | 19.91 | 17.35 | -15.17 | 13.31 | 37.72 | -50.53 | 20.21 | 23.95 | 19.14 | 17.51 | 41.52 | -7.76 | -15.66 | -9.32 |
| Sharpe Ratio | NA | 1.05 | 1.19 | 0.27 | 0.45 | NA | NA | … | … | 1.08 | 1.26 | 1.64 | 1.05 | -0.98 | -0.40 | 0.61 | 2.67 | -1.19 | 5.14 | -0.61 | 0.21 | -0.33 | 1.70 | 1.07 | -0.55 | 0.62 | 1.20 | -1.14 | 0.84 | 1.28 | 1.62 | 1.20 | 2.57 | -0.49 | -1.08 | -1.52 |
| Standard Deviation(%) | NA | 19.62 | 19.18 | 20.50 | 19.11 | NA | NA | … | … | 25.23 | 20.44 | 17.94 | 13.80 | 25.77 | 18.57 | 28.68 | 11.18 | 16.54 | 8.49 | 17.56 | 16.87 | 12.32 | 11.72 | 16.27 | 27.81 | 21.49 | 31.36 | 45.10 | 20.36 | 16.06 | 10.40 | 13.81 | 15.90 | 18.04 | 16.96 | 18.84 |
| Draw Down(%) | NA | 15.37 | 17.52 | 45.96 | 45.96 | NA | NA | … | … | 14.74 | 17.52 | 11.43 | 11.99 | 34.29 | 21.70 | 30.24 | 5.84 | 28.53 | 3.38 | 17.64 | 16.54 | 11.84 | 8.70 | 16.53 | 28.06 | 17.71 | 24.45 | 61.27 | 13.87 | 19.26 | 7.67 | 12.19 | 15.82 | 23.26 | 32.77 | 18.12 |
| Yield(%) | 0.00 | 4.90 | 3.92 | 1.73 | 2.82 | 2.22 | 2.58 | … | … | 0.00 | 5.79 | 3.26 | 0.44 | 0.13 | 0.00 | 0.00 | 5.32 | 6.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.72 | 0.00 | 0.00 | 2.03 | 0.61 | 0.80 | 13.63 | 4.69 | 0.81 | 0.44 | 0.00 | 0.00 | 0.10 | 2.89 |
Data as of 06/04/2026, Common starting date is 08/23/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIOFX (MARSICO INTERNATIONAL OPPORTUNITIES FUND MARSICO INTERNATIONAL OPPORTUNITIES FUND) |
-15.96%
Feb 2006 – Feb 2009 |
-7.46%
Oct 2007 – Oct 2012 |
-0.16%
Dec 2006 – Dec 2016 |
-0.74%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIOFX (MARSICO INTERNATIONAL OPPORTUNITIES FUND MARSICO INTERNATIONAL OPPORTUNITIES FUND) |
34.27%
Sep 2022 – Sep 2025 |
25.18%
Oct 2002 – Oct 2007 |
10.56%
Feb 2016 – Feb 2026 |
9.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart