Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZIMX (PZENA MID CAP VALUE FUND INSTITUTIONAL CLASS) | 12.48% | 15.00% | 10.97% | 5.05% | 9.57% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZIMX (PZENA MID CAP 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 (%) | 0.87 | 15.00 | 10.97 | 5.05 | 9.57 | NA | NA | … | … | 12.48 | -0.75 | 1.01 | 21.47 | -5.63 | 31.19 | 6.65 | 29.00 | -21.20 | 14.56 | 25.37 | -3.62 | 3.86 |
| Sharpe Ratio | NA | 0.59 | 0.40 | 0.12 | 0.31 | NA | NA | … | … | 1.32 | -0.16 | -0.17 | 0.93 | -0.27 | 1.35 | 0.12 | 1.48 | -1.31 | 1.32 | 1.22 | -0.21 | 0.39 |
| Standard Deviation(%) | NA | 19.29 | 18.98 | 21.12 | 25.42 | NA | NA | … | … | 20.52 | 22.35 | 15.38 | 19.27 | 25.90 | 23.11 | 54.81 | 18.55 | 17.34 | 10.58 | 20.62 | 17.40 | 13.26 |
| Draw Down(%) | NA | 14.12 | 23.00 | 23.10 | 53.93 | NA | NA | … | … | 13.63 | 21.09 | 9.36 | 16.04 | 23.10 | 13.28 | 52.11 | 13.67 | 30.52 | 6.24 | 15.56 | 14.63 | 12.74 |
| Yield(%) | 0.00 | 4.45 | 10.78 | 8.89 | 9.12 | 6.45 | 4.84 | … | … | 0.00 | 4.34 | 16.25 | 10.26 | 13.02 | 11.92 | 2.50 | 1.47 | 3.37 | 3.11 | 1.06 | 3.46 | 3.18 |
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 |
|---|---|---|---|---|
| PZIMX (PZENA MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-13.45%
Mar 2017 – Mar 2020 |
-4.58%
Mar 2015 – Mar 2020 |
7.29%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZIMX (PZENA MID CAP VALUE FUND INSTITUTIONAL CLASS) |
32.99%
Mar 2020 – Mar 2023 |
22.03%
Mar 2020 – Mar 2025 |
10.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart