Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZVLX (PZENA LONG/SHORT VALUE FUND INVESTOR CLASS) | NA | -26.93% | -10.83% | -4.10% | 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 |
|---|---|---|
| PZVLX (PZENA LONG/SHORT VALUE FUND INVESTOR 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 | -26.93 | -10.83 | -4.10 | NA | NA | NA | … | … | -32.88 | 9.99 | -11.81 | 2.89 | 15.33 | -4.32 | -0.41 |
| Sharpe Ratio | NA | -1.13 | -0.77 | -0.36 | NA | NA | NA | … | … | -1.55 | 0.92 | -1.43 | 0.39 | 1.53 | -0.47 | -0.07 |
| Standard Deviation(%) | NA | 24.38 | 15.84 | 13.45 | NA | NA | NA | … | … | 28.99 | 9.41 | 9.18 | 5.86 | 9.87 | 9.20 | 7.44 |
| Draw Down(%) | NA | 34.04 | 37.63 | 37.63 | NA | NA | NA | … | … | 34.04 | 6.75 | 18.22 | 5.53 | 7.64 | 8.44 | 8.54 |
| Yield(%) | 0.00 | 1.71 | 0.85 | 0.78 | 0.85 | 0.57 | 0.43 | … | … | 0.00 | 1.75 | 0.85 | 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 |
|---|---|---|---|---|
| PZVLX (PZENA LONG/SHORT VALUE FUND INVESTOR CLASS) |
-11.09%
Aug 2017 – Aug 2020 |
-4.30%
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 |
|---|---|---|---|---|
| PZVLX (PZENA LONG/SHORT VALUE FUND INVESTOR CLASS) |
7.34%
Jan 2015 – Jan 2018 |
2.51%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart