Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZVIX (PZENA INTERNATIONAL SMALL CAP VALUE FUND INVESTOR CLASS) | 4.19% | 18.07% | 16.19% | 9.42% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZVIX (PZENA INTERNATIONAL SMALL CAP VALUE FUND INVESTOR CLASS) | 07/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 18.07 | 16.19 | 9.42 | NA | NA | NA | … | … | 4.19 | 25.87 | 5.02 | 22.39 | -1.11 | 16.47 | -2.32 | 10.90 | -15.05 |
| Sharpe Ratio | NA | 1.18 | 0.92 | 0.48 | NA | NA | NA | … | … | 0.56 | 1.44 | 0.11 | 1.48 | -0.13 | 1.14 | -0.08 | 0.69 | -2.09 |
| Standard Deviation(%) | NA | 14.24 | 14.62 | 15.67 | NA | NA | NA | … | … | 17.77 | 16.23 | 13.12 | 12.82 | 20.06 | 14.38 | 33.52 | 13.72 | 14.27 |
| Draw Down(%) | NA | 14.59 | 15.97 | 26.46 | NA | NA | NA | … | … | 14.59 | 15.01 | 9.47 | 10.34 | 25.35 | 12.48 | 51.49 | 17.08 | 21.13 |
| Yield(%) | 0.00 | 2.89 | 6.24 | 4.49 | 2.94 | 1.96 | 1.47 | … | … | 0.00 | 3.31 | 10.32 | 4.86 | 4.31 | 0.96 | 1.07 | 2.18 | 1.69 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PZVIX (PZENA INTERNATIONAL SMALL CAP VALUE FUND INVESTOR CLASS) |
1.18%
Sep 2019 – Sep 2022 |
3.00%
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 |
|---|---|---|---|---|
| PZVIX (PZENA INTERNATIONAL SMALL CAP VALUE FUND INVESTOR CLASS) |
29.35%
Mar 2020 – Mar 2023 |
20.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart