Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZFVX (CLASSIC VALUE FUND CLASS A) | 6.09% | 16.58% | 12.51% | 3.14% | 7.66% | 8.12% | 5.10% | … | … |
Data as of 06/04/2026, Common starting date is 11/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZFVX (CLASSIC VALUE FUND CLASS A) | 11/11/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 16.58 | 12.51 | 3.14 | 7.66 | 8.12 | 5.10 | … | … | 6.09 | 12.09 | 4.48 | 18.69 | -21.05 | 28.27 | -2.70 | 24.83 | -16.90 | 16.46 | 22.02 | -7.20 | 10.49 | 40.52 | 14.90 | -6.82 | 16.06 | 36.06 | -46.65 | -14.20 | 16.53 | 8.81 | 14.28 | 36.25 | -6.37 | 12.79 | 35.88 | 0.29 | 1.45 |
| Sharpe Ratio | NA | 0.83 | 0.53 | 0.03 | 0.24 | NA | NA | … | … | 0.50 | 0.46 | 0.06 | 0.90 | -0.76 | 1.38 | -0.06 | 1.37 | -1.08 | 1.62 | 1.08 | -0.42 | 0.85 | 3.28 | 0.92 | -0.26 | 0.80 | 0.99 | -0.96 | -0.93 | 1.34 | 0.65 | 1.25 | 2.17 | -0.31 | 0.62 | 1.73 | -0.19 | 0.47 |
| Standard Deviation(%) | NA | 15.87 | 16.99 | 20.58 | 24.14 | NA | NA | … | … | 17.19 | 20.02 | 14.54 | 16.82 | 29.62 | 20.41 | 51.34 | 17.04 | 16.99 | 9.81 | 20.17 | 17.04 | 12.39 | 12.33 | 16.20 | 26.59 | 20.08 | 36.26 | 49.29 | 18.76 | 9.80 | 10.04 | 10.65 | 16.40 | 24.07 | 17.08 | 18.25 | 15.88 | 16.88 |
| Draw Down(%) | NA | 11.92 | 17.58 | 28.07 | 51.79 | NA | NA | … | … | 11.92 | 17.58 | 8.16 | 14.70 | 28.07 | 10.95 | 50.53 | 12.24 | 27.33 | 5.52 | 15.61 | 16.25 | 9.90 | 5.52 | 14.79 | 26.62 | 19.10 | 36.83 | 59.48 | 24.59 | 7.64 | 5.50 | 6.83 | 15.87 | 32.50 | 17.78 | 13.48 | 21.17 | 6.67 |
| Yield(%) | 0.00 | 29.20 | 22.35 | 11.16 | 10.33 | 10.51 | 6.14 | … | … | 0.00 | 29.89 | 35.53 | 7.02 | 1.48 | 0.75 | 1.23 | 5.39 | 1.96 | 1.09 | 2.16 | 1.29 | 0.91 | 1.12 | 1.20 | 0.93 | 0.21 | 1.04 | 3.65 | 8.04 | 4.19 | 1.74 | 0.76 | 1.63 | 2.75 | 2.41 | 0.00 | 2.87 | 4.24 |
Data as of 06/04/2026, Common starting date is 11/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZFVX (CLASSIC VALUE FUND CLASS A) |
-27.24%
Feb 2006 – Feb 2009 |
-13.76%
Feb 2004 – Feb 2009 |
0.99%
Feb 1999 – Feb 2009 |
1.47%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZFVX (CLASSIC VALUE FUND CLASS A) |
29.75%
Feb 2009 – Feb 2012 |
26.07%
Feb 2009 – Feb 2014 |
15.82%
Feb 2009 – Feb 2019 |
12.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart