Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZIEX (PZENA EMERGING MARKETS VALUE FUND INSTITUTIONAL CLASS) | 14.99% | 40.55% | 21.99% | 11.09% | 12.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZIEX (PZENA EMERGING MARKETS VALUE FUND INSTITUTIONAL CLASS) | 04/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.85 | 40.55 | 21.99 | 11.09 | 12.14 | NA | NA | … | … | 14.99 | 35.49 | 4.54 | 20.73 | -5.67 | 6.65 | 8.43 | 10.73 | -10.24 | 29.98 | 22.17 | -17.71 | -11.11 |
| Sharpe Ratio | NA | 2.49 | 1.36 | 0.60 | 0.70 | NA | NA | … | … | 1.88 | 2.44 | 0.07 | 1.48 | -0.39 | 0.51 | 0.31 | 0.84 | -0.88 | 3.45 | 1.26 | -1.09 | -1.48 |
| Standard Deviation(%) | NA | 14.90 | 14.19 | 14.72 | 15.42 | NA | NA | … | … | 19.51 | 13.41 | 13.75 | 11.66 | 18.48 | 13.07 | 26.58 | 11.02 | 13.18 | 8.55 | 17.42 | 16.29 | 9.81 |
| Draw Down(%) | NA | 12.79 | 16.40 | 25.38 | 45.98 | NA | NA | … | … | 12.79 | 13.07 | 12.73 | 10.73 | 24.22 | 11.81 | 41.83 | 14.52 | 19.70 | 3.64 | 13.45 | 27.65 | 21.87 |
| Yield(%) | 0.00 | 5.60 | 6.67 | 4.39 | 4.93 | 2.66 | 1.99 | … | … | 0.00 | 6.25 | 7.25 | 6.60 | 1.91 | 2.88 | 1.37 | 4.24 | 1.12 | 1.79 | 1.22 | 1.80 | 0.53 |
Data as of 06/04/2026, Common starting date is 04/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZIEX (PZENA EMERGING MARKETS VALUE FUND INSTITUTIONAL CLASS) |
-8.47%
Mar 2017 – Mar 2020 |
-2.55%
Apr 2015 – Apr 2020 |
4.03%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZIEX (PZENA EMERGING MARKETS VALUE FUND INSTITUTIONAL CLASS) |
25.26%
Feb 2023 – Feb 2026 |
16.88%
Mar 2020 – Mar 2025 |
13.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart