Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZFLAX (ZIEGLER FLOATING RATE FUND CLASS A) | NA | -2,221,984.35% | nan% | nan% | NA | NA | NA | … | … |
Data as of 08/01/2023, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZFLAX (ZIEGLER FLOATING RATE FUND CLASS A) | 04/05/2016 | 08/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2,060,107.30 | -2,221,984.35 | nan | nan | NA | NA | NA | … | … | 5.42 | -1.93 | -0.20 | 2.25 | 4.11 | -1.05 | 4.52 | 5.83 |
| Sharpe Ratio | NA | 0.92 | 0.85 | 0.35 | NA | NA | NA | … | … | 1.12 | -1.00 | -0.27 | 0.22 | 1.36 | -1.64 | 7.05 | 8.92 |
| Standard Deviation(%) | NA | 4.22 | 2.99 | 4.78 | NA | NA | NA | … | … | 4.59 | 3.32 | 0.82 | 9.13 | 2.00 | 1.45 | 0.55 | 0.86 |
| Draw Down(%) | NA | 2.95 | 5.81 | 18.98 | NA | NA | NA | … | … | 1.58 | 5.81 | 1.55 | 18.98 | 2.40 | 4.49 | 0.23 | 0.35 |
| Yield(%) | 99.92 | 103.56 | 35.91 | 22.03 | 12.37 | 8.25 | 6.18 | … | … | 102.71 | 4.79 | 3.31 | 3.74 | 5.42 | 4.84 | 4.54 | 2.24 |
Data as of 08/01/2023, Common starting date is 04/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZFLAX (ZIEGLER FLOATING RATE FUND CLASS A) |
-0.33%
Mar 2017 – Mar 2020 |
2.15%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZFLAX (ZIEGLER FLOATING RATE FUND CLASS A) |
7.16%
Mar 2020 – Mar 2023 |
4.06%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart