ZVNBX vs. MEIFX
Compare and contrast key facts about Zevenbergen Growth Fund (ZVNBX) and Meridian Enhanced Equity Fund (MEIFX).
ZVNBX is managed by Zevenbergen Capital Investments. It was launched on Aug 31, 2015. MEIFX is managed by Meridian. It was launched on Jan 31, 2005.
Performance
ZVNBX vs. MEIFX - Performance Comparison
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ZVNBX vs. MEIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZVNBX Zevenbergen Growth Fund | -14.20% | 9.93% | 34.10% | 63.92% | -54.79% | -9.19% | 123.87% | 37.73% | 5.88% | 33.71% |
MEIFX Meridian Enhanced Equity Fund | -0.15% | 6.51% | 13.19% | 18.96% | -16.43% | 15.15% | 26.18% | 44.95% | -0.51% | 27.94% |
Returns By Period
In the year-to-date period, ZVNBX achieves a -14.20% return, which is significantly lower than MEIFX's -0.15% return. Both investments have delivered pretty close results over the past 10 years, with ZVNBX having a 14.54% annualized return and MEIFX not far behind at 13.94%.
ZVNBX
- 1D
- 1.00%
- 1M
- -6.13%
- YTD
- -14.20%
- 6M
- -17.09%
- 1Y
- 7.35%
- 3Y*
- 16.55%
- 5Y*
- -1.91%
- 10Y*
- 14.54%
MEIFX
- 1D
- -0.23%
- 1M
- -1.21%
- YTD
- -0.15%
- 6M
- 0.04%
- 1Y
- 5.94%
- 3Y*
- 10.23%
- 5Y*
- 5.75%
- 10Y*
- 13.94%
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ZVNBX vs. MEIFX - Expense Ratio Comparison
ZVNBX has a 1.30% expense ratio, which is higher than MEIFX's 1.20% expense ratio.
Return for Risk
ZVNBX vs. MEIFX — Risk / Return Rank
ZVNBX
MEIFX
ZVNBX vs. MEIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Growth Fund (ZVNBX) and Meridian Enhanced Equity Fund (MEIFX). 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.
| ZVNBX | MEIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.47 | -0.16 |
Sortino ratioReturn per unit of downside risk | 0.67 | 0.82 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.11 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 0.64 | -0.24 |
Martin ratioReturn relative to average drawdown | 1.21 | 2.96 | -1.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ZVNBX | MEIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.47 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.37 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.78 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.52 | -0.11 |
Correlation
The correlation between ZVNBX and MEIFX is 0.67, 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.
Dividends
ZVNBX vs. MEIFX - Dividend Comparison
ZVNBX's dividend yield for the trailing twelve months is around 1.47%, less than MEIFX's 7.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZVNBX Zevenbergen Growth Fund | 1.47% | 1.26% | 0.00% | 0.00% | 0.00% | 1.95% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MEIFX Meridian Enhanced Equity Fund | 7.26% | 7.25% | 14.61% | 0.61% | 9.28% | 25.44% | 13.26% | 40.49% | 11.67% | 1.18% | 0.78% | 4.24% |
Drawdowns
ZVNBX vs. MEIFX - Drawdown Comparison
The maximum ZVNBX drawdown since its inception was -66.30%, which is greater than MEIFX's maximum drawdown of -54.37%. Use the drawdown chart below to compare losses from any high point for ZVNBX and MEIFX.
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Drawdown Indicators
| ZVNBX | MEIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.30% | -54.37% | -11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -26.79% | -6.59% | -20.20% |
Max Drawdown (5Y)Largest decline over 5 years | -63.28% | -23.54% | -39.74% |
Max Drawdown (10Y)Largest decline over 10 years | -66.30% | -28.67% | -37.63% |
Current DrawdownCurrent decline from peak | -27.61% | -6.06% | -21.55% |
Average DrawdownAverage peak-to-trough decline | -19.85% | -7.76% | -12.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.97% | 2.06% | +6.91% |
Volatility
ZVNBX vs. MEIFX - Volatility Comparison
Zevenbergen Growth Fund (ZVNBX) has a higher volatility of 9.65% compared to Meridian Enhanced Equity Fund (MEIFX) at 3.99%. This indicates that ZVNBX's price experiences larger fluctuations and is considered to be riskier than MEIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZVNBX | MEIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.65% | 3.99% | +5.66% |
Volatility (6M)Calculated over the trailing 6-month period | 18.80% | 7.32% | +11.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.73% | 14.96% | +14.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.77% | 15.93% | +19.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.31% | 17.96% | +14.35% |