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Pzena Mid Cap Value Investor (PZVMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.30+0.06 (+0.42%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.11%
5-Year Average Return12.08%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 17, 2024)30.68%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return30.68%
Worst 3-Yr Total Return2.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPZVMXCategory
YTD2.99%21.28%
1-Month3.34%-1.96%
3-Month1.85%4.90%
1-Year29.31%55.83%
3-Year5.47%11.08%
5-Year14.65%11.93%
10-Year8.99%10.64%
Last Bull Market30.63%25.54%
Last Bear Market-13.11%-22.08%

Annual Total Return (%) History

Year
PZVMXCategory
2024
N/AN/A
2023
20.91%N/A
2022
-5.82%N/A
2021
30.68%N/A
2020
6.28%2.63%
2019
28.52%25.18%
2018
-21.52%-12.86%
2017
14.36%13.22%
2016
24.95%18.06%
2015
-3.86%-5.41%
2014
N/A9.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.29%N/AN/AN/A
20232.78%4.13%-3.17%16.68%
20222.08%-13.11%-8.33%15.82%
202120.23%4.07%-2.82%7.48%
2020-42.25%28.32%4.33%37.48%
201912.06%4.27%-1.02%11.13%
2018-1.68%-1.40%1.65%-20.37%
20173.66%-0.41%4.21%6.30%
20162.22%-2.28%11.33%12.34%
20152.66%-0.19%-9.51%3.69%
20143.20%-3.59%5.28%N/A

Rank In Category (By Total Return)

YTD83
1-Month50
3-Month87
1-Year20
3-Year41
5-Year8

Load Adjusted Returns

1-Year29.31%
3-Year5.47%
5-Year14.65%
10-Year8.99%