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Marshfield Concentrated Opportunity (MRFOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
33.23-0.01 (-0.03%)
As of 08:05AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.71%
5-Year Average Return15.46%
Number of Years Up8
Number of Years DownN/A
Best 1 Yr Total Return (Nov 5, 2024)36.26%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return36.26%
Worst 3-Yr Total Return12.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMRFOXCategory
YTD13.99%12.38%
1-Month-2.45%5.09%
3-Month1.45%10.28%
1-Year25.99%41.70%
3-Year13.27%22.56%
5-Year14.80%21.98%
10-Year0.00%15.99%
Last Bull Market24.42%25.99%
Last Bear Market-5.86%-17.29%

Annual Total Return (%) History

Year
MRFOXCategory
2024
N/AN/A
2023
17.68%N/A
2022
5.06%N/A
2021
17.82%N/A
2020
15.19%35.86%
2019
36.26%31.90%
2018
1.92%-2.09%
2017
25.93%27.67%
2016
14.78%3.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.57%-1.26%5.13%N/A
20232.53%4.13%-0.16%10.40%
2022-3.60%-5.86%-1.00%16.94%
20217.18%4.55%-1.45%6.69%
2020-15.67%17.05%7.72%8.34%
201917.88%6.30%2.07%6.54%
20180.72%1.65%8.02%-7.84%
20177.11%2.66%6.22%7.81%
20160.61%-0.81%6.61%7.88%

Rank In Category (By Total Return)

YTD89
1-Month94
3-Month91
1-Year98
3-Year1
5-Year64

Load Adjusted Returns

1-Year25.99%
3-Year13.27%
5-Year14.80%
10-YearN/A