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Pzena International Small Cap Value Ins (PZIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.97+0.13 (+1.10%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.40%
5-Year Average Return9.97%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)22.66%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return22.66%
Worst 3-Yr Total Return4.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPZIIXCategory
YTD4.71%14.60%
1-Month-5.23%-1.66%
3-Month1.55%5.70%
1-Year15.53%46.89%
3-Year7.46%6.61%
5-Year9.77%9.96%
10-Year0.00%6.46%
Last Bull Market18.32%14.17%
Last Bear Market-10.47%-22.90%

Annual Total Return (%) History

Year
PZIIXCategory
2024
N/AN/A
2023
22.66%N/A
2022
-0.79%N/A
2021
17.11%N/A
2020
-2.02%8.61%
2019
11.12%19.18%
2018
N/A-19.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.11%1.55%N/AN/A
202311.06%0.09%1.60%8.60%
2022-1.88%-10.47%-7.87%22.59%
202113.62%5.84%0.19%-2.80%
2020-42.15%25.05%6.42%27.26%
20196.85%-4.61%-3.30%12.74%
2018-17.54%N/AN/AN/A

Rank In Category (By Total Return)

YTD47
1-Month97
3-Month17
1-Year36
3-Year8
5-Year14

Load Adjusted Returns

1-Year15.53%
3-Year7.46%
5-Year9.77%
10-YearN/A