Performance analysis of PZLV (Pzena U.S. Large Cap Value)
Annual Return
Since Apr 1, 2026, PZLV has had an average annual return of +11.31%, underperforming the benchmark SPY, which returned +15.92% annual.
| 2026 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.77% | +2.61% | +0.66% | +11.31% |
Drawdown analysis of PZLV (Pzena U.S. Large Cap Value)
The maximum drawdown for the PZLV was -2.30%, occurring on May 13, 2026. Recovery took 6 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.30% | Apr 30, 2026 | 9 | May 13, 2026 | 6 | May 21, 2026 | 15 |
| -1.58% | Apr 20, 2026 | 6 | Apr 28, 2026 | 2 | Apr 30, 2026 | 8 |
| -0.98% | Apr 9, 2026 | 1 | Apr 10, 2026 | 1 | Apr 13, 2026 | 2 |
| -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 |