Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZVMX (PZENA MID CAP VALUE FUND INVESTOR CLASS) | 12.35% | 14.51% | 10.58% | 4.65% | 9.19% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZVMX (PZENA MID CAP VALUE FUND INVESTOR 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 (%) | 0.85 | 14.51 | 10.58 | 4.65 | 9.19 | NA | NA | … | … | 12.35 | -3.36 | 0.62 | 21.02 | -5.95 | 30.69 | 6.29 | 28.52 | -21.52 | 14.37 | 24.94 | -3.86 | 3.61 |
| Sharpe Ratio | NA | 0.57 | 0.38 | 0.10 | 0.30 | NA | NA | … | … | 1.31 | -0.28 | -0.19 | 0.91 | -0.29 | 1.33 | 0.11 | 1.46 | -1.32 | 1.30 | 1.20 | -0.22 | 0.36 |
| Standard Deviation(%) | NA | 19.25 | 18.99 | 21.14 | 25.40 | NA | NA | … | … | 20.39 | 22.80 | 15.40 | 19.34 | 25.90 | 23.13 | 54.70 | 18.47 | 17.38 | 10.56 | 20.62 | 17.51 | 13.30 |
| Draw Down(%) | NA | 14.13 | 23.13 | 23.33 | 54.23 | NA | NA | … | … | 13.63 | 21.16 | 9.37 | 16.08 | 23.33 | 13.36 | 52.12 | 13.68 | 30.77 | 6.33 | 15.56 | 14.74 | 12.67 |
| Yield(%) | 0.00 | 4.17 | 10.33 | 8.52 | 8.56 | 6.05 | 4.54 | … | … | 0.00 | 4.06 | 15.63 | 9.75 | 12.45 | 11.36 | 2.20 | 1.07 | 1.97 | 2.82 | 0.73 | 3.21 | 2.95 |
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 |
|---|---|---|---|---|
| PZVMX (PZENA MID CAP VALUE FUND INVESTOR CLASS) |
-13.71%
Mar 2017 – Mar 2020 |
-4.86%
Mar 2015 – Mar 2020 |
6.93%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZVMX (PZENA MID CAP VALUE FUND INVESTOR CLASS) |
32.48%
Mar 2020 – Mar 2023 |
21.60%
Mar 2020 – Mar 2025 |
10.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart