MMT vs. MZLSX
Compare and contrast key facts about MFS Multimarket Income Trust (MMT) and Muzinich Low Duration Fund (MZLSX).
MMT is managed by MFS Investment Management. It was launched on Mar 12, 1987. MZLSX is managed by Muzinich. It was launched on Jun 29, 2016.
Performance
MMT vs. MZLSX - Performance Comparison
Loading graphics...
MMT vs. MZLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MMT MFS Multimarket Income Trust | 1.53% | 8.10% | 12.40% | 10.14% | -22.96% | 13.11% | 8.88% | 30.32% | -7.70% | 9.29% |
MZLSX Muzinich Low Duration Fund | -0.57% | 6.38% | 6.30% | 7.63% | -3.41% | 2.50% | 2.64% | 7.86% | 0.80% | 4.26% |
Returns By Period
In the year-to-date period, MMT achieves a 1.53% return, which is significantly higher than MZLSX's -0.57% return.
MMT
- 1D
- 1.76%
- 1M
- -1.18%
- YTD
- 1.53%
- 6M
- 0.92%
- 1Y
- 8.31%
- 3Y*
- 9.72%
- 5Y*
- 1.81%
- 10Y*
- 6.50%
MZLSX
- 1D
- 0.11%
- 1M
- -1.38%
- YTD
- -0.57%
- 6M
- 0.72%
- 1Y
- 4.41%
- 3Y*
- 6.11%
- 5Y*
- 3.46%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MMT vs. MZLSX - Expense Ratio Comparison
MMT has a 0.03% expense ratio, which is lower than MZLSX's 0.50% expense ratio.
Return for Risk
MMT vs. MZLSX — Risk / Return Rank
MMT
MZLSX
MMT vs. MZLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Multimarket Income Trust (MMT) and Muzinich Low Duration Fund (MZLSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MMT | MZLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 2.80 | -1.88 |
Sortino ratioReturn per unit of downside risk | 1.27 | 4.00 | -2.73 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.71 | -0.53 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.99 | -1.72 |
Martin ratioReturn relative to average drawdown | 4.35 | 14.39 | -10.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MMT | MZLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 2.80 | -1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 2.19 | -2.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 1.69 | -1.27 |
Correlation
The correlation between MMT and MZLSX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MMT vs. MZLSX - Dividend Comparison
MMT's dividend yield for the trailing twelve months is around 8.71%, more than MZLSX's 7.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMT MFS Multimarket Income Trust | 8.71% | 8.65% | 8.65% | 8.65% | 9.38% | 7.86% | 8.07% | 8.16% | 9.86% | 8.83% | 8.71% | 9.05% |
MZLSX Muzinich Low Duration Fund | 7.01% | 7.03% | 4.77% | 4.88% | 3.85% | 6.36% | 2.08% | 2.24% | 8.62% | 1.86% | 0.79% | 0.00% |
Drawdowns
MMT vs. MZLSX - Drawdown Comparison
The maximum MMT drawdown since its inception was -35.70%, which is greater than MZLSX's maximum drawdown of -12.66%. Use the drawdown chart below to compare losses from any high point for MMT and MZLSX.
Loading graphics...
Drawdown Indicators
| MMT | MZLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.70% | -12.66% | -23.04% |
Max Drawdown (1Y)Largest decline over 1 year | -6.74% | -1.50% | -5.24% |
Max Drawdown (5Y)Largest decline over 5 years | -32.29% | -6.09% | -26.20% |
Max Drawdown (10Y)Largest decline over 10 years | -35.70% | — | — |
Current DrawdownCurrent decline from peak | -2.14% | -1.40% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -0.86% | -4.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 0.31% | +1.65% |
Volatility
MMT vs. MZLSX - Volatility Comparison
MFS Multimarket Income Trust (MMT) has a higher volatility of 2.92% compared to Muzinich Low Duration Fund (MZLSX) at 0.81%. This indicates that MMT's price experiences larger fluctuations and is considered to be riskier than MZLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MMT | MZLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 0.81% | +2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 5.79% | 1.13% | +4.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.05% | 1.57% | +7.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.58% | 1.58% | +10.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.24% | 2.13% | +12.11% |