Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZFLIX (ZIEGLER FLOATING RATE FUND INSTITUTIONAL CLASS) | NA | 1,022,089.28% | 2,103.55% | 543.70% | 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 |
|---|---|---|
| ZFLIX (ZIEGLER FLOATING RATE FUND INSTITUTIONAL CLASS) | 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 (%) | 942,802.48 | 1,022,089.28 | 2,103.55 | 543.70 | NA | NA | NA | … | … | 5.76 | -1.68 | -0.20 | 2.19 | 4.31 | -0.93 | 4.76 | 6.06 |
| Sharpe Ratio | NA | 1.01 | 0.94 | 0.40 | NA | NA | NA | … | … | 1.23 | -0.91 | -0.28 | 0.22 | 1.45 | -1.52 | 7.37 | 9.64 |
| Standard Deviation(%) | NA | 4.32 | 3.05 | 4.78 | NA | NA | NA | … | … | 4.70 | 3.36 | 0.81 | 9.07 | 2.02 | 1.49 | 0.56 | 0.82 |
| Draw Down(%) | NA | 2.96 | 5.67 | 18.97 | NA | NA | NA | … | … | 1.50 | 5.67 | 1.56 | 18.97 | 2.44 | 4.56 | 0.25 | 0.35 |
| Yield(%) | 99.90 | 103.92 | 36.18 | 22.21 | 12.53 | 8.35 | 6.27 | … | … | 102.98 | 5.03 | 3.57 | 3.97 | 5.68 | 5.07 | 4.81 | 2.38 |
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 |
|---|---|---|---|---|
| ZFLIX (ZIEGLER FLOATING RATE FUND INSTITUTIONAL CLASS) |
-0.16%
Mar 2017 – Mar 2020 |
2.33%
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 |
|---|---|---|---|---|
| ZFLIX (ZIEGLER FLOATING RATE FUND INSTITUTIONAL CLASS) |
2,104.16%
Jul 2020 – Jul 2023 |
543.70%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart