Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MZHIX (MUZINICH U.S. HIGH YIELD CORPORATE BOND FUND INSTITUTIONAL SHARES) | 1.09% | 6.49% | 7.69% | 3.15% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MZHIX (MUZINICH U.S. HIGH YIELD CORPORATE BOND FUND INSTITUTIONAL SHARES) | 03/28/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 6.49 | 7.69 | 3.15 | NA | NA | NA | … | … | 1.09 | 8.43 | 7.52 | 9.99 | -11.72 | 4.42 | 6.82 | 13.70 | -2.67 | 2.95 |
| Sharpe Ratio | NA | 1.74 | 1.55 | 0.16 | NA | NA | NA | … | … | 0.15 | 1.72 | 1.64 | 1.43 | -1.87 | 1.96 | 0.63 | 4.45 | -1.42 | 1.37 |
| Standard Deviation(%) | NA | 2.55 | 3.13 | 4.35 | NA | NA | NA | … | … | 3.17 | 3.24 | 2.37 | 4.47 | 7.05 | 2.24 | 10.39 | 2.74 | 2.87 | 2.30 |
| Draw Down(%) | NA | 2.02 | 3.83 | 15.17 | NA | NA | NA | … | … | 2.02 | 3.83 | 1.24 | 3.55 | 15.16 | 1.96 | 19.38 | 1.39 | 4.86 | 1.64 |
| Yield(%) | 0.00 | 5.85 | 6.66 | 6.36 | 5.58 | 3.72 | 2.79 | … | … | 2.06 | 6.63 | 7.05 | 6.62 | 4.83 | 12.13 | 5.09 | 5.57 | 4.94 | 8.95 |
Data as of 06/04/2026, Common starting date is 03/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZHIX (MUZINICH U.S. HIGH YIELD CORPORATE BOND FUND INSTITUTIONAL SHARES) |
-0.94%
Sep 2019 – Sep 2022 |
1.02%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZHIX (MUZINICH U.S. HIGH YIELD CORPORATE BOND FUND INSTITUTIONAL SHARES) |
9.38%
Sep 2022 – Sep 2025 |
5.74%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart