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Pzena International Small Cap Value Ins (PZIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.17-0.02 (-0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.18%
5-year average return10.78%
Number of years up3
Number of years down2
Best 1-yr total return (9 Jun 2024)22.66%
Worst 1-yr total return (9 Jun 2024)N/A
Best 3-yr total return22.66%
Worst 3-yr total return4.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPZIIXCategory
YTD10.49%14.60%
1-month6.60%-1.66%
3-month12.79%5.70%
1-year26.42%46.89%
3-year8.11%6.61%
5-year11.84%9.96%
10-year0.00%6.46%
Last bull market18.32%14.17%
Last bear market-10.47%-22.90%

Annual total return (%) history

Year
PZIIXCategory
2024
N/AN/A
2023
22.66%N/A
2022
-0.79%N/A
2021
17.11%N/A
2020
-2.02%8.61%
2019
11.12%19.18%
2018
N/A-19.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.11%N/AN/AN/A
202311.06%0.09%1.60%8.60%
2022-1.88%-10.47%-7.87%22.59%
202113.62%5.84%0.19%-2.80%
2020-42.15%25.05%6.42%27.26%
20196.85%-4.61%-3.30%12.74%
2018-17.54%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month5
3-month8
1-year17
3-year9
5-year12

Load adjusted returns

1-year26.42%
3-year8.11%
5-year11.84%
10-yearN/A