Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZVSX (Pzena Small Cap Value Fund Inv Cl) | 19.29% | 24.02% | 11.22% | 6.33% | 8.94% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZVSX (Pzena Small Cap Value Fund Inv 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 (%) | 3.91 | 24.02 | 11.22 | 6.33 | 8.94 | NA | NA | … | … | 19.29 | -5.40 | 1.63 | 25.62 | -5.33 | 27.93 | -0.09 | 24.84 | -15.16 | 3.28 | 24.58 |
| Sharpe Ratio | NA | 0.89 | 0.35 | 0.10 | 0.24 | NA | NA | … | … | 1.54 | -0.30 | -0.09 | 1.00 | -0.25 | 1.12 | -0.01 | 1.25 | -0.98 | 0.18 | 1.91 |
| Standard Deviation(%) | NA | 22.09 | 23.49 | 24.27 | 27.27 | NA | NA | … | … | 21.59 | 27.67 | 21.64 | 22.23 | 26.98 | 24.84 | 55.53 | 18.70 | 16.93 | 14.61 | 20.44 |
| Draw Down(%) | NA | 15.26 | 32.43 | 32.43 | 54.20 | NA | NA | … | … | 15.26 | 28.39 | 11.67 | 18.82 | 25.54 | 14.38 | 51.58 | 16.98 | 28.76 | 10.99 | 12.30 |
| Yield(%) | 0.00 | 2.37 | 3.64 | 4.81 | 5.16 | 3.49 | 2.62 | … | … | 0.00 | 2.19 | 6.70 | 0.56 | 13.83 | 1.59 | 1.37 | 0.00 | 3.69 | 7.15 | 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 |
|---|---|---|---|---|
| PZVSX (Pzena Small Cap Value Fund Inv Cl) |
-13.83%
Mar 2017 – Mar 2020 |
1.32%
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 |
|---|---|---|---|---|
| PZVSX (Pzena Small Cap Value Fund Inv Cl) |
29.26%
Mar 2020 – Mar 2023 |
18.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart