Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZISX (Pzena Small Cap Value Fund Inst Cl) | 19.37% | 24.33% | 11.56% | 6.62% | 9.25% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZISX (Pzena Small Cap Value Fund Inst Cl) | 05/04/2016 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.86 | 24.33 | 11.56 | 6.62 | 9.25 | NA | NA | … | … | 19.37 | -5.14 | 1.92 | 26.05 | -5.21 | 28.41 | 0.17 | 25.05 | -14.77 | 3.52 | 24.89 |
| Sharpe Ratio | NA | 0.90 | 0.37 | 0.11 | 0.25 | NA | NA | … | … | 1.54 | -0.29 | -0.08 | 1.02 | -0.25 | 1.14 | 0.00 | 1.26 | -0.95 | 0.20 | 1.94 |
| Standard Deviation(%) | NA | 22.14 | 23.51 | 24.28 | 27.28 | NA | NA | … | … | 21.69 | 27.68 | 21.69 | 22.25 | 26.91 | 24.92 | 55.47 | 18.69 | 17.01 | 14.69 | 20.43 |
| Draw Down(%) | NA | 15.22 | 32.42 | 32.42 | 53.95 | NA | NA | … | … | 15.22 | 28.37 | 11.67 | 18.80 | 25.47 | 14.36 | 51.53 | 16.86 | 28.61 | 10.96 | 12.29 |
| Yield(%) | 0.00 | 2.42 | 3.77 | 4.95 | 5.40 | 3.66 | 2.74 | … | … | 0.00 | 2.24 | 6.94 | 0.61 | 13.99 | 1.92 | 1.45 | 0.79 | 3.90 | 7.14 | 0.13 |
Data as of 06/11/2026, Common starting date is 05/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZISX (Pzena Small Cap Value Fund Inst Cl) |
-13.60%
Mar 2017 – Mar 2020 |
1.58%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZISX (Pzena Small Cap Value Fund Inst Cl) |
29.60%
Mar 2020 – Mar 2023 |
19.31%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart