Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVSNX (Mar Vista Strategic Growth Fund Investor Shares) | NA | 10.70% | 7.78% | 11.64% | NA | NA | NA | … | … |
Data as of 02/28/2025, Common starting date is 03/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVSNX (Mar Vista Strategic Growth Fund Investor Shares) | 03/06/2017 | 02/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 10.70 | 7.78 | 11.64 | NA | NA | NA | … | … | 1.06 | 13.71 | 22.29 | -21.94 | 22.38 | 2,791.86 | 29.71 | -7.82 | 13.81 |
| Sharpe Ratio | NA | 0.55 | 0.26 | 0.45 | NA | NA | NA | … | … | 0.34 | 0.76 | 1.36 | -0.88 | 1.62 | 8.67 | 2.39 | -0.54 | 2.48 |
| Standard Deviation(%) | NA | 13.13 | 18.34 | 21.92 | NA | NA | NA | … | … | 10.97 | 13.33 | 13.81 | 26.63 | 13.81 | 317.76 | 11.83 | 17.01 | 6.56 |
| Draw Down(%) | NA | 7.09 | 23.97 | 30.41 | NA | NA | NA | … | … | 2.38 | 7.09 | 10.55 | 29.79 | 6.19 | 32.23 | 5.77 | 23.30 | 2.20 |
| Yield(%) | 0.00 | 34.69 | 0.76 | 3.84 | 58.37 | 38.91 | 29.19 | … | … | 0.00 | 36.45 | 15.78 | 0.48 | 10.22 | 83.03 | 0.08 | 0.11 | 0.09 |
Data as of 02/28/2025, Common starting date is 03/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVSNX (Mar Vista Strategic Growth Fund Investor Shares) |
2.48%
Oct 2021 – Oct 2024 |
10.59%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVSNX (Mar Vista Strategic Growth Fund Investor Shares) |
258.06%
Dec 2018 – Dec 2021 |
112.98%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart