Pzena Mid Cap Value Instl (PZIMX)

14.30 +0.56 (+4.08%) USD  |  Jun 24 2022

PZIMX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Pzena Mid Cap Value Instl
--
--
--
-3.62%
25.37%
14.56%
-21.20%
29.00%
6.63%
31.17%
-8.57%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.31%
Keeley Mid Cap Dividend Value I
15.31%
35.06%
11.20%
-4.18%
24.09%
15.98%
-12.65%
25.93%
-1.54%
24.85%
-10.64%
Hotchkis & Wiley Mid-Cap Value I
31.09%
42.55%
12.18%
-12.53%
21.00%
7.78%
-19.29%
12.92%
0.48%
39.19%
-5.47%
VY® JPMorgan Mid Cap Value I
20.32%
31.89%
15.27%
-2.77%
14.94%
14.04%
-11.96%
26.46%
0.55%
29.79%
-11.30%
BlackRock Mid-Cap Value Institutional
13.62%
33.72%
6.68%
-6.69%
22.77%
8.82%
-9.51%
29.54%
7.18%
26.34%
-6.27%
As of June 24, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Pzena Mid Cap Value Instl
-5.67%
-11.24%
-7.02%
-4.20%
13.10%
7.76%
--
--
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8.03%
S&P 500 Total Return
-0.60%
-13.11%
-16.59%
-6.98%
11.77%
11.90%
13.56%
8.78%
9.24%
9.93%
Keeley Mid Cap Dividend Value I
-4.19%
-9.63%
-8.89%
-6.31%
6.31%
6.60%
10.82%
--
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11.71%
Hotchkis & Wiley Mid-Cap Value I
-6.58%
-14.33%
-4.36%
-1.22%
10.81%
5.92%
9.65%
6.09%
9.26%
10.85%
VY® JPMorgan Mid Cap Value I
-3.85%
-10.45%
-9.49%
-5.20%
7.66%
6.76%
10.77%
7.71%
9.69%
9.37%
BlackRock Mid-Cap Value Institutional
-4.11%
-9.51%
-5.23%
-2.55%
12.36%
10.02%
11.51%
7.77%
9.51%
10.46%
As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022