Performance analysis of The Marzetti (MZTI)
Annual Return
Over the past 3 years, MZTI has had an average annual return of -13.91%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, MZTI has had an average annual return of -8.77%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, MZTI has had an average annual return of +0.99%, underperforming the benchmark SPY, which returned +15.42% annual.
Since Nov 1, 1999, MZTI has had an average annual return of +7.33%, underperforming the benchmark SPY, which returned +8.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -31.06% | -2.93% | +6.10% | -14.01% | +21.62% | -8.27% | +16.75% | -7.88% | +39.22% | -6.97% | +24.49% | +31.28% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +8.30% | +30.08% | +8.46% | +23.94% | +17.82% | +48.53% | -10.70% | -7.98% | +22.66% | -6.95% | -2.92% | +17.98% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +12.19% | +29.24% | -13.07% | -5.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.35% | -4.21% | -15.31% | -5.82% | -14.08% | +0.63% | -31.06% | ||||||
| 2025 | -2.54% | +13.28% | -8.00% | -6.98% | +2.84% | +3.79% | +2.89% | +2.72% | -4.88% | -9.26% | +6.47% | -0.89% | -2.93% |
| 2024 | +10.45% | +12.59% | +0.79% | -8.10% | -2.78% | +2.36% | +2.16% | -11.55% | +3.93% | -1.68% | +7.05% | -6.35% | +6.10% |
| 2023 | -2.73% | +0.04% | +6.15% | +3.08% | -6.00% | +2.73% | -4.21% | -14.25% | +0.43% | +2.51% | -1.93% | +0.84% | -14.01% |
| 2022 | -4.12% | +5.95% | -10.88% | +4.04% | -21.45% | +6.35% | +2.80% | +27.32% | -10.42% | +19.96% | +14.90% | -4.35% | +21.62% |
| 2021 | -4.98% | +0.05% | +0.81% | +5.33% | +1.06% | +4.06% | +2.25% | -10.43% | -4.34% | +0.71% | -14.00% | +13.87% | -8.27% |
| 2020 | -3.40% | -6.60% | +0.60% | -6.92% | +13.99% | +1.42% | +2.32% | +12.06% | +1.01% | -7.08% | +1.92% | +8.98% | +16.75% |
| 2019 | -10.06% | -1.45% | +0.37% | -5.09% | -3.28% | +3.78% | +4.86% | -6.37% | -4.55% | +0.38% | +13.54% | +1.76% | -7.88% |
| 2018 | -0.63% | -7.84% | +4.57% | +1.99% | +0.41% | +10.28% | +4.77% | +7.75% | -4.15% | +14.86% | +5.22% | -1.56% | +39.22% |
| 2017 | -7.31% | +0.57% | -1.83% | -2.28% | -1.64% | -0.54% | -0% | -5.02% | +3.62% | +4.25% | +6.44% | -2.61% | -6.97% |
Drawdown analysis of The Marzetti (MZTI)
The maximum drawdown for the MZTI was -48.21%, occurring on Jun 4, 2026. This drawdown has not yet recovered.
The current MZTI drawdown is -45.21%.
Since Nov 1, 1999 MZTI has experienced the following drawdowns:
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 9 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.21% | May 5, 2023 | 772 | Jun 4, 2026 | Ongoing | Ongoing | Ongoing |
| -43.70% | Nov 1, 1999 | 168 | Jun 30, 2000 | 259 | Jul 12, 2001 | 427 |
| -41.05% | Oct 26, 2006 | 521 | Nov 20, 2008 | 102 | Apr 21, 2009 | 623 |
| -39.48% | Jul 16, 2021 | 224 | Jun 6, 2022 | 105 | Nov 3, 2022 | 329 |
| -32.00% | Dec 20, 2018 | 323 | Apr 3, 2020 | 122 | Sep 28, 2020 | 445 |
| -28.32% | Oct 17, 2002 | 21 | Nov 15, 2002 | 283 | Jan 2, 2004 | 304 |
| -25.15% | Apr 22, 2010 | 86 | Aug 24, 2010 | 150 | Mar 29, 2011 | 236 |
| -23.62% | Aug 9, 2001 | 26 | Sep 21, 2001 | 52 | Dec 5, 2001 | 78 |
| -21.95% | Jan 25, 2017 | 147 | Aug 24, 2017 | 231 | Jul 26, 2018 | 378 |
| -18.63% | Jun 17, 2002 | 24 | Jul 22, 2002 | 25 | Aug 26, 2002 | 49 |
| -18.37% | Jan 22, 2016 | 10 | Feb 5, 2016 | 59 | May 2, 2016 | 69 |
| -16.96% | Aug 2, 2013 | 21 | Sep 3, 2013 | 39 | Oct 28, 2013 | 60 |
| -16.70% | Jan 5, 2004 | 94 | May 19, 2004 | 286 | Jul 8, 2005 | 380 |
| -16.17% | Apr 27, 2011 | 81 | Aug 22, 2011 | 43 | Oct 21, 2011 | 124 |
| -15.57% | Aug 31, 2005 | 56 | Nov 18, 2005 | 186 | Aug 17, 2006 | 242 |
| -15.33% | Mar 31, 2014 | 135 | Oct 10, 2014 | 225 | Sep 2, 2015 | 360 |
| -12.90% | Dec 18, 2001 | 31 | Feb 4, 2002 | 43 | Apr 8, 2002 | 74 |
| -12.54% | May 4, 2009 | 47 | Jul 10, 2009 | 29 | Aug 20, 2009 | 76 |
| -11.50% | Dec 16, 2011 | 77 | Apr 10, 2012 | 56 | Jun 28, 2012 | 133 |
| -11.28% | Nov 21, 2022 | 52 | Feb 7, 2023 | 32 | Mar 24, 2023 | 84 |
| -9.99% | Sep 12, 2018 | 21 | Oct 11, 2018 | 9 | Oct 24, 2018 | 30 |
| -9.40% | Sep 28, 2020 | 23 | Oct 29, 2020 | 43 | Dec 31, 2020 | 66 |
| -9.28% | Nov 15, 2011 | 7 | Nov 25, 2011 | 3 | Nov 30, 2011 | 10 |
| -8.56% | May 28, 2013 | 18 | Jun 21, 2013 | 14 | Jul 12, 2013 | 32 |
| -8.52% | Aug 24, 2009 | 68 | Nov 30, 2009 | 30 | Jan 13, 2010 | 98 |