U.S. Markets open in 4 hrs 36 mins

Pzena Long/Short Value Fund Investor Class (PZVLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
6.96-0.00 (-0.02%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating
Year-to-Date Return5.84%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)15.33%
Worst 1 Yr Total Return (Feb 3, 2019)-10.97%
Best 3-Yr Total Return15.33%
Worst 3-Yr Total Return0.85%

Trailing Returns (%) Vs. Benchmarks

ReturnPZVLXCategory
YTD-27.87%9.42%
1-Month2.05%1.05%
3-Month1.22%7.35%
1-Year-22.68%23.69%
3-Year-9.49%7.30%
5-Year-3.40%6.89%
10-Year0.00%4.75%
Last Bull Market0.00%11.80%
Last Bear Market0.00%-12.04%

Annual Total Return (%) History

Year
PZVLXCategory
2020
N/A7.89%
2019
11.98%11.90%
2018
-10.97%-6.29%
2017
2.89%11.18%
2016
15.33%2.34%
2015
-4.32%-2.02%
2014
N/A2.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-28.74%1.22%N/AN/A
20193.19%1.24%3.15%3.92%
2018-0.75%-1.89%0.96%-9.44%
20170.48%-0.67%1.26%1.81%
20164.85%-2.84%1.08%12.00%
2015-3.48%0.55%-3.59%2.25%
20140.60%-0.89%0.29%N/A

Rank In Category (By Total Return)

YTD100
1-Month32
3-Month87
1-Year98
3-Year98
5-Year96

Load Adjusted Returns

1-Year-22.68%
3-Year-9.49%
5-Year-3.40%
10-YearN/A