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Pzena Small Cap Value Investor (PZVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
15.48+0.11 (+0.72%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.06%
5-Year Average Return13.44%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Oct 15, 2024)27.94%
Worst 1 Yr Total Return (Oct 15, 2024)N/A
Best 3-Yr Total Return27.94%
Worst 3-Yr Total Return1.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPZVSXCategory
YTD3.28%26.79%
1-Month-1.76%-1.77%
3-Month5.22%4.45%
1-Year20.27%71.02%
3-Year8.73%9.35%
5-Year12.58%12.17%
10-Year0.00%9.95%
Last Bull Market32.16%28.07%
Last Bear Market-12.42%-24.24%

Annual Total Return (%) History

Year
PZVSXCategory
2024
N/AN/A
2023
25.61%N/A
2022
-5.22%N/A
2021
27.94%N/A
2020
-0.10%4.02%
2019
24.84%21.43%
2018
-15.16%-15.46%
2017
3.29%8.54%
2016
N/A25.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.40%-6.87%5.22%N/A
20232.39%4.26%1.04%16.45%
2022-1.94%-12.42%-8.62%20.78%
202120.80%1.74%-0.43%4.54%
2020-42.64%24.77%-0.24%39.90%
201911.08%2.13%-4.36%15.06%
2018-0.87%9.80%-2.01%-20.45%
2017-1.93%-1.54%6.43%0.50%
20169.20%16.77%N/AN/A

Rank In Category (By Total Return)

YTD90
1-Month99
3-Month91
1-Year74
3-Year20
5-Year25

Load Adjusted Returns

1-Year20.27%
3-Year8.73%
5-Year12.58%
10-YearN/A