ZVNBX vs. FXH
Compare and contrast key facts about Zevenbergen Growth Fund (ZVNBX) and First Trust Health Care AlphaDEX Fund (FXH).
ZVNBX is managed by Zevenbergen Capital Investments. It was launched on Aug 31, 2015. FXH is a passively managed fund by First Trust that tracks the performance of the StrataQuant Health Care Index. It was launched on May 8, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZVNBX or FXH.
Correlation
The correlation between ZVNBX and FXH is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ZVNBX vs. FXH - Performance Comparison
Key characteristics
ZVNBX:
1.05
FXH:
0.25
ZVNBX:
1.50
FXH:
0.43
ZVNBX:
1.19
FXH:
1.05
ZVNBX:
0.56
FXH:
0.16
ZVNBX:
5.73
FXH:
0.81
ZVNBX:
4.30%
FXH:
3.90%
ZVNBX:
23.56%
FXH:
12.58%
ZVNBX:
-66.93%
FXH:
-43.70%
ZVNBX:
-21.74%
FXH:
-14.36%
Returns By Period
In the year-to-date period, ZVNBX achieves a 3.89% return, which is significantly lower than FXH's 4.47% return.
ZVNBX
3.89%
0.77%
17.14%
27.68%
10.75%
N/A
FXH
4.47%
0.62%
-3.12%
3.35%
4.43%
5.51%
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ZVNBX vs. FXH - Expense Ratio Comparison
ZVNBX has a 1.30% expense ratio, which is higher than FXH's 0.61% expense ratio.
Risk-Adjusted Performance
ZVNBX vs. FXH — Risk-Adjusted Performance Rank
ZVNBX
FXH
ZVNBX vs. FXH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Growth Fund (ZVNBX) and First Trust Health Care AlphaDEX Fund (FXH). 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
ZVNBX vs. FXH - Dividend Comparison
ZVNBX has not paid dividends to shareholders, while FXH's dividend yield for the trailing twelve months is around 0.40%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
ZVNBX Zevenbergen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% |
FXH First Trust Health Care AlphaDEX Fund | 0.40% | 0.41% | 0.24% | 0.20% |
Drawdowns
ZVNBX vs. FXH - Drawdown Comparison
The maximum ZVNBX drawdown since its inception was -66.93%, which is greater than FXH's maximum drawdown of -43.70%. Use the drawdown chart below to compare losses from any high point for ZVNBX and FXH. For additional features, visit the drawdowns tool.
Volatility
ZVNBX vs. FXH - Volatility Comparison
Zevenbergen Growth Fund (ZVNBX) has a higher volatility of 5.89% compared to First Trust Health Care AlphaDEX Fund (FXH) at 4.06%. This indicates that ZVNBX's price experiences larger fluctuations and is considered to be riskier than FXH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.