Marsico Growth 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 | 1.3 | 8.79 | 8.53 | 2.76 | -0.49 | 7.03 | -0.31 | -16.86 | 6.36 | 4.33 | 6.64 | 11.68 | 43.4 |
| 1999 | 7.25 | -4.16 | 6.58 | 4.33 | -5.25 | 7.21 | -1.08 | 0.73 | -1.81 | 7.37 | 7.32 | 17.13 | 53.3 |
| 2000 | -6.95 | 12.24 | -1.53 | -8.32 | -8.78 | 7.55 | -2.08 | 10.3 | -4.67 | -7.06 | -9.41 | 4.92 | -15.9 |
| 2001 | -1.3 | -10.03 | -5.67 | 6.08 | 0.38 | -2.28 | -3.25 | -8.19 | -7.09 | 1.81 | 7.19 | 1.5 | -20.3 |
| 2002 | 2.06 | -1.74 | 3.55 | -0.07 | -0.82 | -3.94 | -11.29 | 0.16 | -3.81 | 3.62 | 0.32 | -5.26 | -16.8 |
| 2003 | -2.48 | -1.31 | 3.02 | 6.03 | 6.91 | 1.44 | 3.97 | 2.16 | -0.56 | 7.67 | -0.13 | 1.91 | 32 |
| 2004 | 0.45 | 1.81 | 0.38 | -2.59 | 0.52 | 1.42 | -4.51 | 1.13 | 4.93 | -0.19 | 4.96 | 5.69 | 14.4 |
| 2005 | -3.51 | 0.88 | -1.69 | -1.3 | 3.9 | 0.92 | 3.77 | -1.76 | 1.46 | -0.99 | 4.58 | 0.64 | 6.7 |
| 2006 | 2.71 | -0.52 | 1.14 | 0.15 | -4.41 | -0.21 | -3.17 | 0.94 | 2.31 | 3.17 | 2.6 | 1.98 | 6.6 |
| 2007 | 4.63 | -3.66 | -0.35 | 2.82 | 3.61 | -1.16 | -1.18 | 2.24 | 7.45 | 5.59 | -5.13 | -0.69 | 14.2 |
| 2008 | -8.59 | -3.64 | -1.84 | 6.55 | 1.76 | -7.15 | -1.14 | -1.1 | -11.62 | -15.96 | -11.17 | 1.81 | -42.8 |
| 2009 | -9.11 | -7.06 | 6.85 | 11.15 | 7.11 | -2.65 | 7.58 | 2.75 | 5 | -1.83 | 7.78 | 0.71 | 29.4 |
| 2010 | -4.74 | 3.17 | 7.58 | 1.57 | -7.56 | -7.07 | 8.14 | -5.37 | 11.08 | 6.63 | 1.49 | 5.04 | 19.2 |
| 2011 | 0.93 | 3.22 | 1.19 | 3.43 | -2.13 | -0.15 | -0.58 | -7.07 | -8.55 | 12.79 | -0.56 | -1.9 | -0.9 |
| 2012 | 6.05 | 5.16 | 3.98 | 0.31 | -6.82 | 0.43 | 0.38 | 2.34 | 2.43 | -4.14 | 1.9 | 0.56 | 12.5 |
| 2013 | 5.01 | 0.8 | 4.32 | 2.4 | 3.13 | -2.82 | 4.47 | -1.49 | 5.52 | 3.12 | 3.64 | 3 | 35.5 |
| 2014 | -2.22 | 5.92 | -4.54 | -2.1 | 5 | 2.76 | -0.78 | 4.41 | -1.17 | 1.65 | 1.08 | 0.57 | 10.5 |
| 2015 | -1.5 | 5.1 | -1.86 | -1.2 | 2.2 | 0.14 | 2.74 | -6.76 | -4.15 | 7.56 | 1.02 | -2.24 | 0.2 |
| 2016 | -7.97 | -1.66 | 4.86 | -1.08 | 3.06 | -1.45 | 3.81 | -0.26 | 0.39 | -3.73 | -0.54 | 0.02 | -5.1 |
| 2017 | 4.74 | 4.01 | 0.93 | 2.53 | 2.58 | 1.76 | 3.22 | 2.57 | 0.44 | 3.84 | 1.56 | -0.57 | 31.2 |
| 2018 | 10.28 | -1.39 | -2.4 | 0.96 | 4.29 | -0.15 | 0.97 | 4.49 | -0.19 | -9.33 | 2.35 | -9.33 | -1.1 |
| 2019 | 9.13 | 3.88 | 2.82 | 5.15 | -5.85 | 5.88 | 1.49 | -0.16 | -1.26 | 1.55 | 3.99 | -6.62 | 20.5 |
| 2020 | 4 | -6.24 | -8.82 | 15.82 | 8.82 | 6.18 | 8.73 | 11.62 | -11.82 | -3.04 | -18.99 | 5.24 | 44.1 |
| 2021 | -3.61 | 3.15 | 0 | 49.03 | -2.29 | 6 | 2.54 | 3.04 | -5.64 | -23.51 | -2.15 | -0.4 | -16.7 |
| 2022 | -10.05 | -5.56 | 2.81 | -13.31 | -3.27 | -8.12 | 10.71 | -5.62 | -9.99 | 3.27 | 4.96 | -7.35 | -36.4 |
| 2023 | 8.58 | -2.55 | 7.43 | 1.06 | 7.53 | 6.37 | 3.07 | -0.47 | -5.52 | -1.45 | 12.31 | 2.77 | 44.9 |
| 2024 | 4.31 | 7.6 | 2.27 | -4.39 | 26.6 |