UK markets closed

PPM Small Cap Value Institutional (PZSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.22+0.04 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.25%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (3 Feb 2019)22.53%
Worst 1-yr total return (3 Feb 2019)-2.26%
Best 3-yr total return22.53%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPZSIXCategory
YTD28.77%26.79%
1-month4.89%-1.77%
3-month19.92%4.45%
1-year110.70%71.02%
3-year0.00%9.35%
5-year0.00%12.17%
10-year0.00%9.95%
Last bull market0.00%28.07%
Last bear market0.00%-24.24%

Annual total return (%) history

Year
PZSIXCategory
2021
N/AN/A
2020
-2.26%4.02%
2019
22.53%21.43%
2018
N/A-15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202125.71%N/AN/AN/A
2020-40.78%22.15%-1.13%36.67%
201914.75%0.76%-3.24%9.53%
20184.26%-23.28%N/AN/A

Rank in category (by total return)

YTD13
1-month14
3-month13
1-year30
3-yearN/A
5-yearN/A

Load adjusted returns

1-year107.48%
3-yearN/A
5-yearN/A
10-yearN/A