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PPM Large Cap Value Fund Institutional Shares (PZLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.80+0.03 (+0.34%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.55%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (3 Feb 2019)21.71%
Worst 1-yr total return (3 Feb 2019)21.71%
Best 3-yr total return21.71%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPZLIXCategory
YTD-16.47%4.44%
1-month-3.49%-4.04%
3-month4.57%4.09%
1-year-8.81%14.37%
3-year0.00%6.04%
5-year0.00%9.20%
10-year0.00%8.57%
Last bull market0.00%22.97%
Last bear market0.00%-11.27%

Annual total return (%) history

Year
PZLIXCategory
2020
N/A2.91%
2019
21.71%25.04%
2018
N/A-8.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-32.09%17.63%4.57%N/A
201910.90%0.74%-0.21%9.17%
20185.08%-17.02%N/AN/A

Rank in category (by total return)

YTD85
1-month85
3-month57
1-year78
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-8.81%
3-yearN/A
5-yearN/A
10-yearN/A