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Pzena Emerging Markets Value Instl (PZIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.810.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.09%
5-year average return7.63%
Number of years up6
Number of years down3
Best 1-yr total return (27 June 2024)29.98%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return29.98%
Worst 3-yr total return2.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPZIEXCategory
YTD4.35%8.73%
1-month-0.63%1.20%
3-month4.78%5.47%
1-year19.69%41.79%
3-year3.22%11.48%
5-year8.67%12.18%
10-year4.27%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%N/AN/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)

YTD46
1-month97
3-month26
1-year19
3-year5
5-year9

Load adjusted returns

1-year19.69%
3-year3.22%
5-year8.67%
10-year4.27%