MXXIX vs. IVOG

In the year-to-date period, MXXIX achieves a 10.50% return, which is significantly higher than IVOG's -2.56% return. Over the past 10 years, MXXIX has outperformed IVOG with an annualized return of 12.61%, while IVOG has yielded a comparatively lower 8.60% annualized return.

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MXXIX has a 1.33% expense ratio, which is higher than IVOG's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marsico Midcap Growth Focus Fund (MXXIX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). 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 MXXIX Sharpe Ratio is 1.37, which is higher than the IVOG Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of MXXIX and IVOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MXXIX's dividend yield for the trailing twelve months is around 4.16%, more than IVOG's 0.81% yield.

The maximum MXXIX drawdown since its inception was -62.49%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for MXXIX and IVOG.

The current volatility for Marsico Midcap Growth Focus Fund (MXXIX) is 5.02%, while Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) has a volatility of 6.07%. This indicates that MXXIX experiences smaller price fluctuations and is considered to be less risky than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.