MRFOX vs. DYMIX
Compare and contrast key facts about Marshfield Concentrated Opportunity Fund (MRFOX) and Dynamic Alpha Macro Fund Institutional (DYMIX).
MRFOX is managed by Marshfield. It was launched on Dec 29, 2015. DYMIX is an actively managed fund by Dynamic Alpha Funds. It was launched on Jul 31, 2023.
Performance
MRFOX vs. DYMIX - Performance Comparison
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MRFOX vs. DYMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | -2.97% | 10.05% | 17.10% | 6.82% |
DYMIX Dynamic Alpha Macro Fund Institutional | 4.10% | 25.51% | 18.38% | 11.33% |
Returns By Period
In the year-to-date period, MRFOX achieves a -2.97% return, which is significantly lower than DYMIX's 4.10% return.
MRFOX
- 1D
- 1.16%
- 1M
- -4.29%
- YTD
- -2.97%
- 6M
- -3.36%
- 1Y
- 3.66%
- 3Y*
- 12.79%
- 5Y*
- 10.99%
- 10Y*
- 15.31%
DYMIX
- 1D
- 0.78%
- 1M
- -9.60%
- YTD
- 4.10%
- 6M
- 4.27%
- 1Y
- 25.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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MRFOX vs. DYMIX - Expense Ratio Comparison
MRFOX has a 1.05% expense ratio, which is lower than DYMIX's 1.98% expense ratio.
Return for Risk
MRFOX vs. DYMIX — Risk / Return Rank
MRFOX
DYMIX
MRFOX vs. DYMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Marshfield Concentrated Opportunity Fund (MRFOX) and Dynamic Alpha Macro Fund Institutional (DYMIX). 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.
| MRFOX | DYMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 1.68 | -1.35 |
Sortino ratioReturn per unit of downside risk | 0.57 | 2.30 | -1.73 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.30 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 2.01 | -1.33 |
Martin ratioReturn relative to average drawdown | 1.75 | 7.25 | -5.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MRFOX | DYMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 1.68 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.06 | 1.70 | -0.63 |
Correlation
The correlation between MRFOX and DYMIX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MRFOX vs. DYMIX - Dividend Comparison
MRFOX's dividend yield for the trailing twelve months is around 1.67%, less than DYMIX's 6.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 1.67% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% |
DYMIX Dynamic Alpha Macro Fund Institutional | 6.55% | 6.82% | 7.12% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MRFOX vs. DYMIX - Drawdown Comparison
The maximum MRFOX drawdown since its inception was -29.10%, which is greater than DYMIX's maximum drawdown of -12.95%. Use the drawdown chart below to compare losses from any high point for MRFOX and DYMIX.
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Drawdown Indicators
| MRFOX | DYMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.10% | -12.95% | -16.15% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -12.95% | +5.86% |
Max Drawdown (5Y)Largest decline over 5 years | -12.98% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -29.10% | — | — |
Current DrawdownCurrent decline from peak | -5.32% | -12.28% | +6.96% |
Average DrawdownAverage peak-to-trough decline | -2.37% | -3.30% | +0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 3.60% | -0.83% |
Volatility
MRFOX vs. DYMIX - Volatility Comparison
The current volatility for Marshfield Concentrated Opportunity Fund (MRFOX) is 3.04%, while Dynamic Alpha Macro Fund Institutional (DYMIX) has a volatility of 4.19%. This indicates that MRFOX experiences smaller price fluctuations and is considered to be less risky than DYMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MRFOX | DYMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 4.19% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 7.08% | 11.97% | -4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.83% | 15.63% | -3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.04% | 14.74% | -2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.29% | 14.74% | -0.45% |