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Pzena Small Cap Value Institutional (PZISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.07-0.26 (-1.81%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.61%
5-year average return10.10%
Number of years up5
Number of years down2
Best 1-yr total return (4 Jul 2024)28.42%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return28.42%
Worst 3-yr total return2.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPZISXCategory
YTD-1.69%26.79%
1-month-4.92%-1.77%
3-month-6.75%4.45%
1-year15.83%71.02%
3-year7.03%9.35%
5-year10.74%12.17%
10-year0.00%9.95%
Last bull market32.31%28.07%
Last bear market-12.35%-24.24%

Annual total return (%) history

Year
PZISXCategory
2024
N/AN/A
2023
26.04%N/A
2022
-5.10%N/A
2021
28.42%N/A
2020
0.15%4.02%
2019
25.05%21.43%
2018
-14.77%-15.46%
2017
3.52%8.54%
2016
N/A25.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.42%-6.75%N/AN/A
20232.47%4.40%1.03%16.62%
2022-1.93%-12.35%-8.65%20.85%
202120.89%1.87%-0.42%4.72%
2020-42.61%25.00%-0.24%39.95%
201911.10%2.21%-4.23%14.99%
2018-0.70%9.82%-1.84%-20.38%
2017-1.84%-1.54%6.59%0.49%
20169.29%16.84%N/AN/A

Rank in category (by total return)

YTD74
1-month97
3-month92
1-year14
3-year11
5-year24

Load adjusted returns

1-year15.83%
3-year7.03%
5-year10.74%
10-yearN/A