Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZIIX (PZENA INTERNATIONAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 5.30% | 19.15% | 16.88% | 10.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZIIX (PZENA INTERNATIONAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 07/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 19.15 | 16.88 | 10.01 | NA | NA | NA | … | … | 5.30 | 25.92 | 5.24 | 22.72 | -0.79 | 16.90 | -2.12 | 11.13 | -16.14 |
| Sharpe Ratio | NA | 1.20 | 0.94 | 0.50 | NA | NA | NA | … | … | 0.57 | 1.44 | 0.12 | 1.50 | -0.11 | 1.17 | -0.07 | 0.71 | -2.19 |
| Standard Deviation(%) | NA | 14.27 | 14.60 | 15.68 | NA | NA | NA | … | … | 17.85 | 16.25 | 13.04 | 12.78 | 20.13 | 14.42 | 33.61 | 13.65 | 14.43 |
| Draw Down(%) | NA | 14.61 | 15.80 | 26.21 | NA | NA | NA | … | … | 14.61 | 14.97 | 9.43 | 10.31 | 25.23 | 12.40 | 51.54 | 16.97 | 22.22 |
| Yield(%) | 0.00 | 3.12 | 6.51 | 4.75 | 3.00 | 2.00 | 1.50 | … | … | 0.00 | 3.59 | 10.62 | 5.10 | 4.53 | 1.27 | 1.26 | 2.40 | 0.58 |
Data as of 06/04/2026, Common starting date is 07/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZIIX (PZENA INTERNATIONAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
1.45%
Sep 2019 – Sep 2022 |
2.97%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZIIX (PZENA INTERNATIONAL SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
29.65%
Mar 2020 – Mar 2023 |
21.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart