# Pzena Small Cap Value Institutional (PZISX)

> Source: Nexqual · https://nexqual.com/PZISX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Pzena Small Cap Value Institutional (PZISX), nexqual.com/PZISX" · informational, not investment advice.

**Price:** USD 15.64 (-0.19% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 15.67 · day 15.64–15.64 · 52w 12.38–16.81 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +16.0% vs S&P 500 +13.4%; 5Y +41.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +16.0% | +41.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +16.0% | +7.2% |
| Volatility (annualized) | 19.7% | 23.5% |
| Max drawdown | -15.2% (Feb 2026→Mar 2026) | -28.3% (Nov 2024→Apr 2025) |

## Peers
PZIEX (Pzena Emerging Markets Value Fu) USD 16.94 -0.00% · PZIMX (Pzena Mid Cap Value Fund - Inst) USD 13.82 +0.00% · BGESX (Baillie Gifford International G) USD 14.31 -0.00% · ETIHX (Eventide Healthcare & Life Scie) USD 50.84 -0.00% · TSEMX (Touchstone Sands Capital Emergi) USD 18.01 -0.00%

## More
Full page: https://nexqual.com/PZISX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt