Marsico 21st Century Fund Price on March 21, 2024
| MXXIX Fund | USD 50.41 0.67 1.31% |
Below is the normalized historical share price chart for Marsico 21st Century extending back to February 17, 2000. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Marsico 21st stands at 50.41, as last reported on the 30th of December, with the highest price reaching 50.41 and the lowest price hitting 50.41 during the day.
If you're considering investing in Marsico Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Marsico Mutual Fund to be very steady. Marsico 21st Century has Sharpe Ratio of 0.0693, which conveys that the entity had a 0.0693% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Marsico 21st, which you can use to evaluate the volatility of the fund. Please verify Marsico 21st's Downside Deviation of 1.43, risk adjusted performance of 0.0521, and Mean Deviation of 0.9403 to check out if the risk estimate we provide is consistent with the expected return of 0.0897%.
Marsico Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Marsico |
Sharpe Ratio = 0.0693
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| Cash | MXXIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Marsico 21st is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Marsico 21st by adding it to a well-diversified portfolio.
Marsico 21st Valuation on March 21, 2024
It is possible to determine the worth of Marsico 21st on a given historical date. On March 21, 2024 Marsico was worth 43.05 at the beginning of the trading date compared to the closed value of 43.05. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Marsico 21st mutual fund. Still, in general, we apply an absolute valuation method to find Marsico 21st's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Marsico 21st where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Marsico 21st's related companies.
| Open | High | Low | Close | Volume | |
| 42.53 | 42.53 | 42.53 | 42.53 | 1.00 | |
03/21/2024 | 43.05 | 43.05 | 43.05 | 43.05 | 1.00 |
| 42.74 | 42.74 | 42.74 | 42.74 | 1.00 |
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Marsico 21st Trading Date Momentum on March 21, 2024
| On March 22 2024 Marsico 21st Century was traded for 42.74 at the closing time. The highest daily price throughout the period was 42.74 and the lowest price was 42.74 . There was no trading activity during the period 1.0. Lack of trading volume on 03/22/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.72% . The trading delta at closing time to current closing price is 1.02% . |
Marsico 21st Century Fundamentals Correlations and Trends
By evaluating Marsico 21st's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Marsico 21st's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Marsico financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Marsico 21st Mutual Fund history
Marsico 21st investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Marsico is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Marsico 21st Century will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Marsico 21st stock prices may prove useful in developing a viable investing in Marsico 21st
The fund invests primarily in common stocks that are selected for their long-term growth potential. Under normal circumstances, it will invest at least 80 percent of the value of its assets in medium-capitalization growth companies. The investment adviser seeks to select stocks of high-quality companies with compelling long-term capital appreciation potential. The fundamental investment approach combines top-down macro-economic analysis and investment theme development with bottom-up company and security analysis to identify attractive opportunities.
Marsico 21st Mutual Fund Technical Analysis
Marsico 21st technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Marsico 21st Period Price Range
Low | December 30, 2024
| High |
0.00 | 0.00 |
Marsico 21st Century cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Marsico 21st December 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Marsico 21st mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Marsico 21st shares will generate the highest return on investment. By undertsting and applying Marsico 21st mutual fund market strength indicators, traders can identify Marsico 21st Century entry and exit signals to maximize returns
Marsico 21st Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Marsico 21st's price direction in advance. Along with the technical and fundamental analysis of Marsico Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Marsico to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0521 | |||
| Jensen Alpha | 0.0589 | |||
| Total Risk Alpha | 0.0318 | |||
| Sortino Ratio | 0.0314 | |||
| Treynor Ratio | 0.1792 |
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Other Information on Investing in Marsico Mutual Fund
Marsico 21st financial ratios help investors to determine whether Marsico Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Marsico with respect to the benefits of owning Marsico 21st security.
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