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Pzena Emerging Markets Value Instl (PZIEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.87+0.18 (+1.42%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.58%
5-Year Average Return7.81%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)29.98%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return29.98%
Worst 3-Yr Total Return2.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPZIEXCategory
YTD5.09%8.73%
1-Month0.71%1.20%
3-Month2.07%5.47%
1-Year12.64%41.79%
3-Year3.95%11.48%
5-Year7.63%12.18%
10-Year4.25%4.39%
Last Bull Market14.14%17.73%
Last Bear Market-10.60%-25.55%

Annual Total Return (%) History

Year
PZIEXCategory
2024
N/AN/A
2023
20.71%N/A
2022
-5.69%N/A
2021
6.68%N/A
2020
8.44%17.90%
2019
10.74%19.25%
2018
-10.24%-16.07%
2017
29.98%34.17%
2016
22.17%8.47%
2015
-17.70%-13.79%
2014
N/A-3.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.95%2.07%N/AN/A
20236.64%5.61%1.24%5.87%
20221.81%-10.60%-7.97%12.59%
202110.75%2.59%-3.47%-2.73%
2020-32.89%19.14%4.80%29.41%
20196.83%-0.67%-6.24%11.30%
20181.17%-7.14%2.60%-6.87%
201713.08%4.91%4.98%4.37%
20168.26%0.52%10.30%1.79%
2015-1.69%1.61%-16.59%-1.22%
20145.80%-3.31%-12.77%N/A

Rank In Category (By Total Return)

YTD72
1-Month85
3-Month79
1-Year48
3-Year5
5-Year11

Load Adjusted Returns

1-Year12.64%
3-Year3.95%
5-Year7.63%
10-Year4.25%