Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZVEX (PZENA EMERGING MARKETS VALUE FUND INVESTOR CLASS) | 12.98% | 36.85% | 20.90% | 10.33% | 11.60% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZVEX (PZENA EMERGING MARKETS VALUE FUND INVESTOR CLASS) | 04/02/2014 | 06/05/2026 |
| 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 (%) | -1.15 | 36.85 | 20.90 | 10.33 | 11.60 | NA | NA | … | … | 12.98 | 35.06 | 4.11 | 20.32 | -6.03 | 6.41 | 8.00 | 10.35 | -10.60 | 29.88 | 21.69 | -17.85 | -11.34 |
| Sharpe Ratio | NA | 2.45 | 1.32 | 0.57 | 0.67 | NA | NA | … | … | 1.86 | 2.41 | 0.04 | 1.44 | -0.41 | 0.49 | 0.29 | 0.81 | -0.92 | 3.44 | 1.23 | -1.09 | -1.51 |
| Standard Deviation(%) | NA | 14.88 | 14.27 | 14.76 | 15.41 | NA | NA | … | … | 19.47 | 13.42 | 13.99 | 11.67 | 18.46 | 13.04 | 26.59 | 10.89 | 13.07 | 8.53 | 17.40 | 16.33 | 9.86 |
| Draw Down(%) | NA | 12.80 | 16.52 | 25.73 | 46.37 | NA | NA | … | … | 12.80 | 13.06 | 12.76 | 10.85 | 24.44 | 11.92 | 41.82 | 14.55 | 19.87 | 3.73 | 13.43 | 27.70 | 21.99 |
| Yield(%) | 0.00 | 5.30 | 6.35 | 4.11 | 4.53 | 2.42 | 1.81 | … | … | 0.00 | 5.95 | 6.91 | 6.26 | 1.65 | 2.53 | 1.14 | 3.97 | 0.85 | 1.58 | 0.89 | 1.54 | 0.31 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PZVEX (PZENA EMERGING MARKETS VALUE FUND INVESTOR CLASS) |
-8.71%
Mar 2017 – Mar 2020 |
-2.83%
Apr 2015 – Apr 2020 |
3.71%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZVEX (PZENA EMERGING MARKETS VALUE FUND INVESTOR CLASS) |
24.83%
Feb 2023 – Feb 2026 |
16.46%
Mar 2020 – Mar 2025 |
13.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart