Pzena Value Funds plc - Pzena US Large Cap Value Fund A Acc USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 7.37 | -9.46 | 19.64 | -4.49 | 29.00 | 6.32 | 11.02 | 7.74 |
+/- Category | 1.67 | -5.82 | 0.59 | -5.10 | 2.87 | 2.31 | 5.43 | -2.35 |
+/- Category Index | 1.18 | -6.92 | -2.64 | -3.67 | 2.19 | 2.27 | 3.93 | -4.56 |
% Rank in Category | 35 | 90 | 48 | 77 | 29 | 30 | 11 | 88 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.94 | 1.02 | 0.14 |
1 Week | 0.41 | 0.04 | -1.07 |
1 Month | 0.71 | 0.65 | 0.05 |
3 Months | -2.96 | -0.64 | -3.63 |
6 Months | 2.82 | -2.36 | -4.82 |
YTD | 2.56 | -4.12 | -7.76 |
1 Year | 7.70 | -3.36 | -7.47 |
3 Years Annualised | 8.70 | 1.18 | -1.21 |
5 Years Annualised | 9.49 | 0.75 | -0.50 |
10 Years Annualised | 11.10 | 0.29 | -1.39 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.21 | -5.47 | - | - |
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 |
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