Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MZLIX (Muzinich Low Duration Fund Institutional Shares) | NA | -3.73% | 0.02% | NA | NA | NA | NA | … | … |
Data as of 12/29/2022, Common starting date is 05/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MZLIX (Muzinich Low Duration Fund Institutional Shares) | 05/01/2019 | 12/29/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.73 | 0.02 | NA | NA | NA | NA | … | … | -3.78 | -3.41 | -0.27 | 4.64 |
| Sharpe Ratio | NA | -2.54 | -0.15 | NA | NA | NA | NA | … | … | -2.57 | -0.90 | -0.10 | 3.04 |
| Standard Deviation(%) | NA | 2.01 | 3.23 | NA | NA | NA | NA | … | … | 2.02 | 3.80 | 5.17 | 1.90 |
| Draw Down(%) | NA | 5.82 | 13.43 | NA | NA | NA | NA | … | … | 5.82 | 4.16 | 13.43 | 0.20 |
| Yield(%) | 0.00 | 3.88 | 3.13 | 2.06 | 1.03 | 0.69 | 0.52 | … | … | 0.44 | 6.03 | 2.03 | 1.60 |
Data as of 12/29/2022, Common starting date is 05/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZLIX (Muzinich Low Duration Fund Institutional Shares) |
0.28%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZLIX (Muzinich Low Duration Fund Institutional Shares) |
1.04%
Jul 2019 – Jul 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart