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PPM Large Cap Value Fund Institutional Shares (PZLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.80+0.03 (+0.34%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.55%
5-Year Average Return0.00%
Number of Years Up1
Number of Years DownN/A
Best 1 Yr Total Return (Feb 3, 2019)21.71%
Worst 1 Yr Total Return (Feb 3, 2019)21.71%
Best 3-Yr Total Return21.71%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPZLIXCategory
YTD-16.47%4.44%
1-Month-3.49%-4.04%
3-Month4.57%4.09%
1-Year-8.81%14.37%
3-Year0.00%6.04%
5-Year0.00%9.20%
10-Year0.00%8.57%
Last Bull Market0.00%22.97%
Last Bear Market0.00%-11.27%

Annual Total Return (%) History

Year
PZLIXCategory
2020
N/A2.91%
2019
21.71%25.04%
2018
N/A-8.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-32.09%17.63%4.57%N/A
201910.90%0.74%-0.21%9.17%
20185.08%-17.02%N/AN/A

Rank In Category (By Total Return)

YTD85
1-Month85
3-Month57
1-Year78
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year-8.81%
3-YearN/A
5-YearN/A
10-YearN/A