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Marsico International Opportunities Inst (MIIOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
24.67-0.60 (-2.37%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return32.53%
5-Year Average Return0.00%
Number of Years Up1
Number of Years Down1
Best 1 Yr Total Return (Nov 5, 2024)18.24%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return18.24%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMIIOXCategory
YTD30.34%7.01%
1-Month-2.05%0.44%
3-Month2.91%6.77%
1-Year48.79%34.50%
3-Year4.38%13.81%
5-Year9.52%13.83%
10-Year7.77%8.22%
Last Bull Market37.87%17.48%
Last Bear Market-14.07%-22.43%

Annual Total Return (%) History

Year
MIIOXCategory
2024
N/AN/A
2023
18.24%N/A
2022
-23.53%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202420.78%6.63%3.32%N/A
202310.48%2.95%-7.12%11.92%
2022-13.76%-14.07%-10.29%15.04%

Rank In Category (By Total Return)

YTD1
1-Month6
3-Month11
1-Year1
3-Year3
5-Year7

Load Adjusted Returns

1-Year48.79%
3-Year4.38%
5-Year9.52%
10-Year7.77%