Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFBVX (Mesirow Enhanced Core Plus Fund Investor Shares) | NA | 4.25% | 0.67% | 0.74% | NA | NA | NA | … | … |
Data as of 03/11/2025, Common starting date is 10/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFBVX (Mesirow Enhanced Core Plus Fund Investor Shares) | 10/01/2019 | 03/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.25 | 0.67 | 0.74 | NA | NA | NA | … | … | 1.34 | 2.64 | 7.18 | -12.87 | -1.13 | 8.35 | 0.07 |
| Sharpe Ratio | NA | 0.17 | -0.42 | -0.20 | NA | NA | NA | … | … | 1.12 | -0.20 | 0.61 | -2.13 | -0.40 | 1.18 | -0.28 |
| Standard Deviation(%) | NA | 4.67 | 5.82 | 5.60 | NA | NA | NA | … | … | 3.80 | 4.90 | 5.85 | 6.74 | 2.88 | 6.81 | 2.95 |
| Draw Down(%) | NA | 4.26 | 12.09 | 17.32 | NA | NA | NA | … | … | 1.15 | 3.70 | 6.12 | 16.32 | 3.78 | 13.28 | 1.30 |
| Yield(%) | 0.00 | 5.18 | 3.63 | 3.07 | 1.57 | 1.05 | 0.79 | … | … | 0.77 | 4.43 | 3.89 | 2.57 | 2.54 | 2.08 | 0.37 |
Data as of 03/11/2025, Common starting date is 10/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFBVX (Mesirow Enhanced Core Plus Fund Investor Shares) |
-4.10%
Oct 2020 – Oct 2023 |
0.30%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFBVX (Mesirow Enhanced Core Plus Fund Investor Shares) |
0.50%
Feb 2022 – Feb 2025 |
0.83%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
