Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVSRX (Mar Vista Strategic Growth Fund Retirement Shares) | NA | 11.18% | 8.26% | 12.14% | NA | NA | NA | … | … |
Data as of 02/28/2025, Common starting date is 03/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVSRX (Mar Vista Strategic Growth Fund Retirement Shares) | 03/06/2017 | 02/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 11.18 | 8.26 | 12.14 | NA | NA | NA | … | … | 1.17 | 14.17 | 22.83 | -21.59 | 22.89 | 2,878.98 | 29.81 | -6.43 | 14.04 |
| Sharpe Ratio | NA | 0.58 | 0.28 | 0.47 | NA | NA | NA | … | … | 0.40 | 0.79 | 1.40 | -0.87 | 1.66 | 8.87 | 2.37 | -0.47 | 2.50 |
| Standard Deviation(%) | NA | 13.14 | 18.35 | 21.90 | NA | NA | NA | … | … | 10.96 | 13.33 | 13.84 | 26.61 | 13.80 | 320.19 | 11.93 | 16.72 | 6.62 |
| Draw Down(%) | NA | 7.04 | 23.82 | 30.16 | NA | NA | NA | … | … | 2.41 | 7.04 | 10.48 | 29.58 | 6.15 | 32.20 | 5.76 | 22.01 | 2.15 |
| Yield(%) | 0.00 | 33.74 | 0.74 | 3.92 | 62.11 | 41.40 | 31.05 | … | … | 0.00 | 35.48 | 15.40 | 0.46 | 10.26 | 94.68 | 0.10 | 0.12 | 0.14 |
Data as of 02/28/2025, Common starting date is 03/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVSRX (Mar Vista Strategic Growth Fund Retirement Shares) |
2.94%
Oct 2021 – Oct 2024 |
11.07%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVSRX (Mar Vista Strategic Growth Fund Retirement Shares) |
262.21%
Dec 2018 – Dec 2021 |
114.83%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart