ZVNBX vs. DFUSX

In the year-to-date period, ZVNBX achieves a 5.92% return, which is significantly higher than DFUSX's 1.02% return.

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ZVNBX has a 1.30% expense ratio, which is higher than DFUSX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Growth Fund (ZVNBX) and DFA U.S. Large Company Portfolio (DFUSX). 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.

The current ZVNBX Sharpe Ratio is 0.99, which is higher than the DFUSX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of ZVNBX and DFUSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ZVNBX has not paid dividends to shareholders, while DFUSX's dividend yield for the trailing twelve months is around 1.27%.

The maximum ZVNBX drawdown since its inception was -66.30%, which is greater than DFUSX's maximum drawdown of -54.96%. Use the drawdown chart below to compare losses from any high point for ZVNBX and DFUSX.

Zevenbergen Growth Fund (ZVNBX) has a higher volatility of 7.19% compared to DFA U.S. Large Company Portfolio (DFUSX) at 4.78%. This indicates that ZVNBX's price experiences larger fluctuations and is considered to be riskier than DFUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.