Singapore markets closed

Pzena Long/Short Value Fund Investor Class (PZVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
6.96-0.00 (-0.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return5.84%
5-year average return0.00%
Number of years up3
Number of years down2
Best 1-yr total return (3 Feb 2019)15.33%
Worst 1-yr total return (3 Feb 2019)-10.97%
Best 3-yr total return15.33%
Worst 3-yr total return0.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPZVLXCategory
YTD-27.87%9.18%
1-month2.05%-0.20%
3-month1.22%3.85%
1-year-22.68%22.90%
3-year-9.49%7.45%
5-year-3.40%7.00%
10-year0.00%4.81%
Last bull market0.00%11.80%
Last bear market0.00%-12.04%

Annual total return (%) history

Year
PZVLXCategory
2020
N/A7.89%
2019
11.98%11.90%
2018
-10.97%-6.29%
2017
2.89%11.18%
2016
15.33%2.34%
2015
-4.32%-2.02%
2014
N/A2.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-28.74%1.22%N/AN/A
20193.19%1.24%3.15%3.92%
2018-0.75%-1.89%0.96%-9.44%
20170.48%-0.67%1.26%1.81%
20164.85%-2.84%1.08%12.00%
2015-3.48%0.55%-3.59%2.25%
20140.60%-0.89%0.29%N/A

Rank in category (by total return)

YTD100
1-month32
3-month87
1-year98
3-year98
5-year96

Load adjusted returns

1-year-22.68%
3-year-9.49%
5-year-3.40%
10-yearN/A