ZVNBX vs. ONERX

Last updated Aug 1, 2026

ZVNBX (Zevenbergen Growth 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. ZVNBX charges 1.30%/yr vs 1.75%/yr for ONERX.

Performance

ZVNBX vs. ONERX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Zevenbergen Growth Fund (ZVNBX) and One Rock Fund (ONERX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ZVNBX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

ONERX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ZVNBX vs. ONERX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ZVNBX Zevenbergen Growth Fund	-0.07%	9.93%	34.10%	63.92%	-54.79%	-9.19%	149.93%
ONERX One Rock Fund	61.33%	49.37%	21.76%	72.41%	-42.06%	45.70%	104.46%

Correlation

The correlation between ZVNBX and ONERX is 0.71, 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.	0.71
Correlation (3Y) Balances recent behavior with more history.	0.82
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 ZVNBX and ONERX shifts across timeframes, from 0.71 (1 year) to 0.88 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

ZVNBX vs. ONERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Growth Fund (ZVNBX) 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.

Drawdowns

Volatility

ZVNBX vs. ONERX - Expense Ratio Comparison

ZVNBX has a 1.30% expense ratio, which is lower than ONERX's 1.75% expense ratio.

Dividends

ZVNBX vs. ONERX - Dividend Comparison

ZVNBX's dividend yield for the trailing twelve months is around 1.27%, less than ONERX's 14.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
ONERX One Rock Fund	14.95%	24.12%	0.00%	0.00%	10.57%	28.88%	18.66%
ZVNBX Zevenbergen Growth Fund	1.27%	1.26%	0.00%	0.00%	0.00%	1.95%	0.07%

Frequently Asked Questions

Can I hold both ZVNBX and ONERX in my portfolio?

ZVNBX and ONERX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.