Marsico Focus Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1998 | 2.3 | 10.66 | 8.75 | 4.14 | 0.55 | 6.67 | 0.95 | -16.86 | 7.11 | 3.72 | 6.47 | 10.84 | 51.3 |
| 1999 | 9.52 | -5.31 | 8.54 | 3.64 | -6.86 | 6.02 | -0.86 | 1.5 | -0.63 | 6.43 | 7.49 | 18.11 | 55.7 |
| 2000 | -8.7 | 12.98 | -2.85 | -7.91 | -8.5 | 8.84 | -2.41 | 11.75 | -5.66 | -8.07 | -9.72 | 4.53 | -18 |
| 2001 | -0.99 | -12.19 | -6.41 | 6.56 | 0.87 | -2.46 | -2.72 | -8.25 | -6.48 | 2.77 | 6.82 | 1.3 | -20.8 |
| 2002 | 1.76 | -2.46 | 5.26 | 0.28 | -0.42 | -3.31 | -11.73 | 0.08 | -3.63 | 2.91 | 0.75 | -6.44 | -16.7 |
| 2003 | -2.03 | -0.99 | 3 | 6.18 | 6.16 | 1.33 | 4.25 | 1.93 | -1.82 | 7.93 | -0.34 | 2.48 | 31.2 |
| 2004 | -0.2 | 1.21 | 0 | -3.33 | 0.41 | 1.03 | -4.82 | 0.86 | 4.88 | -0.54 | 6.1 | 6.13 | 11.7 |
| 2005 | -3.85 | 0.88 | -1.3 | -1.07 | 2.99 | 1.05 | 4.7 | -1.11 | 2.95 | -1.43 | 4.94 | 0.94 | 9.7 |
| 2006 | 3.13 | -0.37 | 1.5 | -0.21 | -4.22 | -0.17 | -3.47 | 1.26 | 2.65 | 2.86 | 2.89 | 2.79 | 8.6 |
| 2007 | 4.3 | -4.22 | -0.62 | 1.67 | 2.11 | -1.41 | -0.97 | 3.45 | 8.32 | 5.93 | -4.95 | -0.63 | 12.8 |
| 2008 | -9 | -3.24 | -1.93 | 8 | 0.75 | -7.56 | 0.58 | -0.23 | -11.37 | -14.57 | -11.3 | 1.24 | -40.8 |
| 2009 | -8.94 | -5.24 | 5.13 | 10.89 | 6.69 | -2.06 | 7.54 | 3.69 | 4.51 | -1.6 | 7.77 | 0.46 | 30.5 |
| 2010 | -3.99 | 3 | 7.01 | 1.12 | -8.21 | -6.88 | 8.53 | -5.88 | 10.81 | 6.78 | 1.84 | 5.36 | 18.6 |
| 2011 | 0.88 | 2.52 | 1.23 | 2.48 | -3.4 | -0.43 | 0.86 | -7.38 | -8.43 | 12.9 | -0.72 | -1.62 | -2.7 |
| 2012 | 6.13 | 4.55 | 4.76 | -0.39 | -6.57 | 1.73 | -1.08 | 1.93 | 2.41 | -3.95 | 2.5 | -0.17 | 11.7 |
| 2013 | 5.25 | 0.93 | 5 | 3.36 | 3.25 | -2.18 | 2.88 | -2.02 | 5.61 | 4.1 | 4.21 | 2.84 | 38.3 |
| 2014 | -1.47 | 5.42 | -4.81 | -1.68 | 5.19 | 3.11 | 0.19 | 4.73 | -0.8 | 1.12 | 1.32 | 1.07 | 13.6 |
| 2015 | -1.15 | 5.48 | -1.68 | -1.61 | 2.34 | 0.49 | 2.95 | -7.61 | -4.27 | 8.28 | 1.03 | -2.27 | 1 |
| 2016 | -6.79 | -1.46 | 3.89 | -1.29 | 3.47 | -3.04 | 3.46 | 0 | 0.69 | -3.45 | -1.04 | -0.98 | -6.9 |
| 2017 | 5.7 | 3.45 | 2.36 | 3.31 | 4.01 | 0.33 | 4.45 | 1.58 | 1.55 | 3.72 | 0.25 | -0.71 | 34.2 |
| 2018 | 11.13 | -1.32 | -2.83 | 0.22 | 5.16 | 0.37 | 0.94 | 4.74 | -0.84 | -9.72 | 2.47 | -8.31 | 0.2 |
| 2019 | 9.92 | 3.89 | 1.48 | 5.26 | -6.86 | 6.56 | 1.07 | -0.32 | -1.17 | 2.15 | 4.63 | -5.03 | 22.4 |
| 2020 | 3.6 | -6.45 | -8.26 | 15.85 | 9.21 | 5.65 | 8.65 | 10.79 | -12.81 | -3.67 | 9.49 | 3.58 | 36.3 |
| 2021 | -13.18 | 2.39 | 12.57 | 7.96 | -1.66 | 5.34 | 3.68 | 3.52 | -6.67 | -4.82 | 0.47 | -0.33 | 6.9 |
| 2022 | -9.2 | -5.61 | 2.89 | -12.25 | -1.32 | -8.24 | 10.54 | -4.84 | -9.13 | 3.64 | 4.35 | -21.75 | -43.3 |
| 2023 | 8.79 | -2.48 | 7.08 | 2.2 | 7.85 | 6.15 | 2.22 | -0.61 | -5.61 | -0.5 | 10.78 | 1.14 | 42.1 |
| 2024 | 6.23 | 9.52 | 2.56 | -5.72 | 32.9 |