ZVGNX vs. ZVNBX
Compare and contrast key facts about Zevenbergen Genea Fund (ZVGNX) and Zevenbergen Growth Fund (ZVNBX).
ZVGNX is managed by Zevenbergen Capital Investments. It was launched on Aug 31, 2015. ZVNBX is managed by Zevenbergen Capital Investments. It was launched on Aug 31, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZVGNX or ZVNBX.
Correlation
The correlation between ZVGNX and ZVNBX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ZVGNX vs. ZVNBX - Performance Comparison
Key characteristics
ZVGNX:
1.58
ZVNBX:
1.44
ZVGNX:
2.09
ZVNBX:
1.95
ZVGNX:
1.28
ZVNBX:
1.25
ZVGNX:
0.87
ZVNBX:
0.78
ZVGNX:
7.84
ZVNBX:
8.01
ZVGNX:
5.20%
ZVNBX:
4.27%
ZVGNX:
25.87%
ZVNBX:
23.81%
ZVGNX:
-68.81%
ZVNBX:
-66.93%
ZVGNX:
-17.91%
ZVNBX:
-19.81%
Returns By Period
In the year-to-date period, ZVGNX achieves a 9.24% return, which is significantly higher than ZVNBX's 6.45% return.
ZVGNX
9.24%
6.83%
43.39%
38.83%
15.90%
N/A
ZVNBX
6.45%
4.79%
31.09%
32.38%
12.66%
N/A
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ZVGNX vs. ZVNBX - Expense Ratio Comparison
Both ZVGNX and ZVNBX have an expense ratio of 1.30%.
Risk-Adjusted Performance
ZVGNX vs. ZVNBX — Risk-Adjusted Performance Rank
ZVGNX
ZVNBX
ZVGNX vs. ZVNBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Genea Fund (ZVGNX) and Zevenbergen Growth Fund (ZVNBX). 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.
Dividends
ZVGNX vs. ZVNBX - Dividend Comparison
Neither ZVGNX nor ZVNBX has paid dividends to shareholders.
Drawdowns
ZVGNX vs. ZVNBX - Drawdown Comparison
The maximum ZVGNX drawdown since its inception was -68.81%, roughly equal to the maximum ZVNBX drawdown of -66.93%. Use the drawdown chart below to compare losses from any high point for ZVGNX and ZVNBX. For additional features, visit the drawdowns tool.
Volatility
ZVGNX vs. ZVNBX - Volatility Comparison
Zevenbergen Genea Fund (ZVGNX) has a higher volatility of 7.80% compared to Zevenbergen Growth Fund (ZVNBX) at 6.78%. This indicates that ZVGNX's price experiences larger fluctuations and is considered to be riskier than ZVNBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.