ZVGNX vs. ONERX
ZVGNX (Zevenbergen Genea Fund) and ONERX (One Rock Fund) are both Large Cap Growth Equities funds. Their correlation of 0.87 means they have usually moved in the same direction. ZVGNX charges 1.30%/yr vs 1.75%/yr for ONERX.
Performance
ZVGNX vs. ONERX - Performance Comparison
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Returns By Period
ZVGNX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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- ALL TIME*
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ONERX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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- ALL TIME*
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ZVGNX vs. ONERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ZVGNX Zevenbergen Genea Fund | 1.12% | 15.60% | 34.37% | 71.41% | -58.89% | -4.33% | 188.53% |
ONERX One Rock Fund | 61.33% | 49.37% | 21.76% | 72.41% | -42.06% | 45.70% | 104.46% |
Correlation
The correlation between ZVGNX and ONERX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Mar 13, 2020 | 0.87 |
The correlation between ZVGNX and ONERX shifts across timeframes, from 0.70 (1 year) to 0.88 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
ZVGNX vs. ONERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Genea Fund (ZVGNX) and One Rock Fund (ONERX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
ZVGNX vs. ONERX - Drawdown Comparison
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Volatility
ZVGNX vs. ONERX - Volatility Comparison
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ZVGNX vs. ONERX - Expense Ratio Comparison
ZVGNX has a 1.30% expense ratio, which is lower than ONERX's 1.75% expense ratio.
Dividends
ZVGNX vs. ONERX - Dividend Comparison
ZVGNX has not paid dividends to shareholders, while ONERX's dividend yield for the trailing twelve months is around 14.95%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
ONERX One Rock Fund | 14.95% | 24.12% | 0.00% | 0.00% | 10.57% | 28.88% | 18.66% | 0.00% | 0.00% |
ZVGNX Zevenbergen Genea Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.36% |
Frequently Asked Questions
ZVGNX and ONERX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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