Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZILX (PZENA LONG/SHORT VALUE FUND INSTITUTIONAL CLASS) | NA | -27.07% | -10.71% | -3.90% | NA | NA | NA | … | … |
Data as of 09/02/2020, Common starting date is 04/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZILX (PZENA LONG/SHORT VALUE FUND INSTITUTIONAL CLASS) | 04/02/2014 | 09/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.07 | -10.71 | -3.90 | NA | NA | NA | … | … | -33.08 | 10.29 | -11.69 | 3.06 | 15.81 | -4.21 | -0.10 |
| Sharpe Ratio | NA | -1.13 | -0.76 | -0.35 | NA | NA | NA | … | … | -1.55 | 0.95 | -1.41 | 0.42 | 1.57 | -0.46 | -0.02 |
| Standard Deviation(%) | NA | 24.49 | 15.90 | 13.49 | NA | NA | NA | … | … | 29.11 | 9.46 | 9.20 | 5.85 | 9.88 | 9.16 | 7.41 |
| Draw Down(%) | NA | 34.03 | 37.23 | 37.23 | NA | NA | NA | … | … | 34.03 | 6.76 | 18.21 | 5.40 | 7.70 | 8.41 | 8.43 |
| Yield(%) | 0.00 | 1.71 | 0.93 | 0.84 | 0.88 | 0.59 | 0.44 | … | … | 0.00 | 1.75 | 1.08 | 0.00 | 0.99 | 0.00 | 5.06 |
Data as of 09/02/2020, 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 |
|---|---|---|---|---|
| PZILX (PZENA LONG/SHORT VALUE FUND INSTITUTIONAL CLASS) |
-10.97%
Aug 2017 – Aug 2020 |
-4.09%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZILX (PZENA LONG/SHORT VALUE FUND INSTITUTIONAL CLASS) |
7.61%
Jan 2015 – Jan 2018 |
2.79%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart