Pzena Value Funds plc - Pzena US Large Cap Value Fund A Acc USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 7.37 | -9.46 | 19.64 | -4.49 | 29.00 | 6.32 | 11.02 | 3.95 |
+/- Category | 1.67 | -5.82 | 0.59 | -5.10 | 2.87 | 2.31 | 5.43 | -2.33 |
+/- Category Index | 1.18 | -6.92 | -2.64 | -3.67 | 2.19 | 2.27 | 3.93 | -2.75 |
% Rank in Category | 35 | 90 | 48 | 77 | 29 | 30 | 11 | 90 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.40 | 0.53 | 0.17 |
1 Week | 1.79 | 0.71 | 0.61 |
1 Month | 2.30 | 1.27 | 0.32 |
3 Months | 4.74 | -1.88 | -1.20 |
6 Months | 14.31 | -0.79 | -1.29 |
YTD | 6.10 | -2.79 | -3.74 |
1 Year | 21.49 | 1.97 | 0.19 |
3 Years Annualised | 10.57 | 1.30 | -0.73 |
5 Years Annualised | 11.04 | 0.51 | -0.84 |
10 Years Annualised | 11.72 | 0.59 | -1.04 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.21 | - | - | - |
2023 | 0.71 | 1.03 | 1.98 | 7.00 |
2022 | 4.88 | -5.84 | -0.19 | 7.88 |
2021 | 13.94 | 4.26 | 1.07 | 7.44 |
2020 | -32.82 | 20.67 | -3.97 | 22.69 |
2019 | 7.50 | 6.30 | 1.95 | 2.70 |
|
Advertisement |