MFOCX vs. ARKK

In the year-to-date period, MFOCX achieves a 6.49% return, which is significantly lower than ARKK's 18.06% return. Over the past 10 years, MFOCX has underperformed ARKK with an annualized return of 4.27%, while ARKK has yielded a comparatively higher 13.35% annualized return.

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MFOCX has a 1.34% expense ratio, which is higher than ARKK's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marsico Focus Fund (MFOCX) and ARK Innovation ETF (ARKK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MFOCX Sharpe Ratio is 1.29, which is comparable to the ARKK Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of MFOCX and ARKK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither MFOCX nor ARKK has paid dividends to shareholders.

The maximum MFOCX drawdown since its inception was -58.67%, smaller than the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for MFOCX and ARKK. For additional features, visit the drawdowns tool.

The current volatility for Marsico Focus Fund (MFOCX) is 5.69%, while ARK Innovation ETF (ARKK) has a volatility of 8.47%. This indicates that MFOCX experiences smaller price fluctuations and is considered to be less risky than ARKK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.