Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZFLCX (ZIEGLER FLOATING RATE FUND CLASS C) | NA | 1,415,768.99% | 2,339.94% | 581.52% | 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 |
|---|---|---|
| ZFLCX (ZIEGLER FLOATING RATE FUND CLASS C) | 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 (%) | 1,325,888.26 | 1,415,768.99 | 2,339.94 | 581.52 | NA | NA | NA | … | … | 4.89 | -2.77 | -0.20 | 1.25 | 3.67 | -1.53 | 3.72 | 5.31 |
| Sharpe Ratio | NA | 0.72 | 0.60 | 0.17 | NA | NA | NA | … | … | 0.98 | -1.31 | -0.28 | 0.11 | 1.19 | -2.12 | 5.47 | 8.12 |
| Standard Deviation(%) | NA | 3.93 | 2.82 | 4.67 | NA | NA | NA | … | … | 4.26 | 3.19 | 0.82 | 9.05 | 1.92 | 1.35 | 0.57 | 0.85 |
| Draw Down(%) | NA | 2.97 | 6.17 | 19.13 | NA | NA | NA | … | … | 1.50 | 6.17 | 1.56 | 19.13 | 2.45 | 4.50 | 0.31 | 0.39 |
| Yield(%) | 99.91 | 102.93 | 35.18 | 21.26 | 11.80 | 7.86 | 5.90 | … | … | 102.40 | 4.07 | 2.56 | 3.01 | 4.67 | 4.15 | 3.85 | 1.81 |
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 |
|---|---|---|---|---|
| ZFLCX (ZIEGLER FLOATING RATE FUND CLASS C) |
-1.17%
Mar 2017 – Mar 2020 |
1.30%
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 |
|---|---|---|---|---|
| ZFLCX (ZIEGLER FLOATING RATE FUND CLASS C) |
2,340.62%
Jul 2020 – Jul 2023 |
581.52%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart