Performance analysis of PZLV (Pzena U.S. Large Cap Value)
Annual Return
Since Apr 1, 2026, PZLV has had an average annual return of +18.77%, outperforming the benchmark SPY, which returned +14.49% annual.
| 2026 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.77% | +2.61% | +2.83% | +4.45% | +18.77% |
Drawdown analysis of PZLV (Pzena U.S. Large Cap Value)
The maximum drawdown for the PZLV was -2.81%, occurring on Jun 22, 2026. Recovery took 8 trading sessions.
The current PZLV drawdown is -0.37%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.81% | Jun 15, 2026 | 4 | Jun 22, 2026 | 8 | Jul 2, 2026 | 12 |
| -2.30% | Apr 30, 2026 | 9 | May 13, 2026 | 6 | May 21, 2026 | 15 |
| -2.01% | Jul 7, 2026 | 1 | Jul 8, 2026 | 3 | Jul 13, 2026 | 4 |
| -1.58% | Apr 20, 2026 | 6 | Apr 28, 2026 | 2 | Apr 30, 2026 | 8 |
| -1.21% | Jul 13, 2026 | 1 | Jul 14, 2026 | 2 | Jul 16, 2026 | 3 |
| -0.98% | Apr 9, 2026 | 1 | Apr 10, 2026 | 1 | Apr 13, 2026 | 2 |
| -0.83% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.66% | Jun 9, 2026 | 1 | Jun 10, 2026 | 1 | Jun 11, 2026 | 2 |
| -0.56% | Jun 2, 2026 | 1 | Jun 3, 2026 | 1 | Jun 4, 2026 | 2 |
| -0.54% | Jun 4, 2026 | 1 | Jun 5, 2026 | 2 | Jun 9, 2026 | 3 |
| -0.13% | Apr 13, 2026 | 1 | Apr 14, 2026 | 2 | Apr 16, 2026 | 3 |
| -0.13% | Apr 1, 2026 | 1 | Apr 2, 2026 | 1 | Apr 6, 2026 | 2 |
| -0.01% | May 26, 2026 | 1 | May 27, 2026 | 1 | May 28, 2026 | 2 |