MFOCX vs. BST

In the year-to-date period, MFOCX achieves a -9.04% return, which is significantly lower than BST's -7.03% return. Over the past 10 years, MFOCX has underperformed BST with an annualized return of 2.58%, while BST has yielded a comparatively higher 14.07% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Marsico Focus Fund (MFOCX) and BlackRock Science and Technology Trust (BST). 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 0.24, which is comparable to the BST Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of MFOCX and BST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFOCX has not paid dividends to shareholders, while BST's dividend yield for the trailing twelve months is around 9.08%.

The maximum MFOCX drawdown since its inception was -58.67%, which is greater than BST's maximum drawdown of -46.58%. Use the drawdown chart below to compare losses from any high point for MFOCX and BST. For additional features, visit the drawdowns tool.

Marsico Focus Fund (MFOCX) and BlackRock Science and Technology Trust (BST) have volatilities of 16.28% and 15.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.