Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MZCIX (MUZINICH CREDIT OPPORTUNITIES FUND INSTITUTIONAL SHARES) | 0.78% | 5.46% | 5.63% | 2.07% | 3.43% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MZCIX (MUZINICH CREDIT OPPORTUNITIES FUND INSTITUTIONAL SHARES) | 10/21/2014 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.46 | 5.63 | 2.07 | 3.43 | NA | NA | … | … | 0.78 | 6.59 | 4.22 | 7.41 | -8.38 | 1.03 | 6.24 | 10.60 | 0.19 | 4.73 | 6.21 | 1.41 | -0.27 |
| Sharpe Ratio | NA | 1.24 | 0.81 | -0.12 | 0.55 | NA | NA | … | … | -0.02 | 1.34 | 0.18 | 0.86 | -2.48 | 0.71 | 0.93 | 4.23 | -0.85 | 3.17 | 2.83 | 0.85 | -0.86 |
| Standard Deviation(%) | NA | 2.53 | 3.33 | 3.43 | 3.35 | NA | NA | … | … | 3.03 | 2.77 | 3.24 | 4.42 | 3.97 | 1.41 | 6.41 | 2.16 | 1.40 | 1.29 | 2.12 | 1.62 | 1.60 |
| Draw Down(%) | NA | 2.43 | 3.17 | 12.16 | 12.48 | NA | NA | … | … | 2.43 | 2.77 | 1.74 | 3.57 | 11.70 | 1.18 | 12.48 | 1.40 | 1.41 | 1.03 | 1.79 | 1.43 | 1.24 |
| Yield(%) | 0.00 | 6.39 | 5.64 | 4.60 | 4.28 | 3.14 | 2.36 | … | … | 2.17 | 5.95 | 5.10 | 4.15 | 1.16 | 7.43 | 3.08 | 6.70 | 2.05 | 2.78 | 4.04 | 2.47 | 0.78 |
Data as of 06/03/2026, Common starting date is 10/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZCIX (MUZINICH CREDIT OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
-1.44%
Oct 2020 – Oct 2023 |
1.20%
Oct 2017 – Oct 2022 |
3.17%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZCIX (MUZINICH CREDIT OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
6.86%
Oct 2022 – Oct 2025 |
5.54%
Dec 2015 – Dec 2020 |
3.76%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart