Marsico 21st Century Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 35.4 | -5.39 | -11.4 | -10.48 | 7.09 | -4.78 | 11.68 | -6.14 | -11.97 | -8.89 | 5.51 | 0 |
| 2001 | -2.72 | -11.75 | -7.6 | 10.43 | 0.75 | -5.8 | -2.36 | -8.18 | -8.61 | 4.15 | 11.04 | 1.8 | -19.8 |
| 2002 | -0.41 | -1.77 | 4.3 | 1.73 | 0.13 | -2.22 | -10.15 | 1.93 | -4.66 | 6.58 | 1.15 | -6.38 | -10.5 |
| 2003 | -0.91 | -2.29 | 2.35 | 9.63 | 8.51 | 2.7 | 6.38 | 3.41 | -0.57 | 11.67 | -0.51 | 1.13 | 48.8 |
| 2004 | -0.41 | 3.78 | 1.08 | -2.44 | -1 | 3.43 | -6.15 | 1.04 | 4.94 | 4.61 | 4.97 | 7.23 | 22.3 |
| 2005 | -3.91 | 0.61 | -3.62 | -4.56 | 5.9 | 0.53 | 4.57 | -1.51 | 3.07 | 0.33 | 6.85 | 0.09 | 7.8 |
| 2006 | 6.33 | 0.29 | 4.34 | 0.42 | -4.28 | 1.3 | -3.99 | 1.56 | 1.54 | 4.25 | 4.07 | 1.96 | 18.7 |
| 2007 | 4.79 | -4.01 | 0.52 | 3.77 | 5.51 | 0.77 | -1.59 | 0.06 | 8.01 | 5.81 | -4.24 | -0.78 | 19.3 |
| 2008 | -6.48 | -5.89 | -2.41 | 5.61 | 2.47 | -10.36 | -0.89 | 0.28 | -10.87 | -16.94 | -13.56 | 3.41 | -45.2 |
| 2009 | -13.66 | -7.66 | 4.87 | 14.57 | 7.13 | -1.54 | 8.63 | 3.16 | 7.24 | -3.03 | 6.69 | 1.92 | 28.1 |
| 2010 | -2.54 | 2.53 | 5.58 | 4.12 | -8.21 | -7.97 | 8.31 | -7.84 | 9.66 | 3.96 | 2.41 | 8.19 | 17 |
| 2011 | 1.54 | 3.11 | 0.67 | 1.4 | -2.03 | -3.35 | -2.56 | -10.03 | -10.2 | 12.68 | -0.55 | -1.49 | -12.1 |
| 2012 | 5.66 | 5.06 | 5.1 | -0.2 | -7.74 | 0.59 | 0.22 | 2.72 | 2.08 | -3.86 | 0.95 | 1.23 | 11.6 |
| 2013 | 5.43 | 0.81 | 3.97 | 2.65 | 3.65 | -1.95 | 5.33 | 0 | 6.24 | 3.88 | 3.52 | 2.32 | 42 |
| 2014 | -1.31 | 6.17 | -4.18 | -2.91 | 3.82 | 3.13 | -2.17 | 4.59 | -1.46 | 2.73 | 0.61 | -0.23 | 8.5 |
| 2015 | -1.16 | 5.68 | -0.53 | -1.43 | 2.08 | 0.04 | 2.62 | -7.78 | -4.45 | 5.64 | 2.37 | -2 | 0.2 |
| 2016 | -9.03 | -1.02 | 6.02 | -0.05 | 3.2 | -0.85 | 3.84 | 0.18 | 0.46 | -1.95 | -1.39 | -0.52 | -1.9 |
| 2017 | 5.8 | 3.61 | 1.42 | 2.5 | 3.39 | 1.32 | 1.46 | 0.51 | 1.47 | 2.6 | 2.72 | -0.11 | 30.1 |
| 2018 | 8.56 | -2.44 | 0.07 | -0.38 | 3.64 | 1.99 | 0.68 | 6 | 1 | -8.71 | 2.38 | -9.5 | 1.8 |
| 2019 | 9.6 | 6.4 | 1.61 | 3.73 | -2.29 | 5.77 | 1.12 | -1.25 | -0.41 | -0.56 | 2.89 | -2.73 | 25.7 |
| 2020 | 1.88 | -6 | -16.06 | 16.06 | 11.35 | 3.33 | 6.81 | 3.75 | -3.67 | 0.84 | 2.06 | 6.41 | 41.3 |
| 2021 | -2.82 | 5.41 | 12.46 | 4.81 | -3.27 | 4.94 | 3.99 | 0.78 | -2.92 | -7.62 | -4.76 | 0.54 | -2.1 |
| 2022 | -12.93 | -2.18 | -0.33 | -11.27 | -5.92 | -8.21 | 11.59 | -5.73 | -6.8 | 7.09 | 7.25 | -6.97 | -31.8 |
| 2023 | 7.36 | -2.27 | 1.93 | -1.77 | 0.99 | 7.42 | 0.89 | -1.32 | -5.6 | -3.39 | 11 | 4.68 | 20.2 |
| 2024 | 0.84 | 8.52 | 2.74 | -6.15 | 30.4 |