ZVNBX vs. ZVGNX
Compare and contrast key facts about Zevenbergen Growth Fund (ZVNBX) and Zevenbergen Genea Fund (ZVGNX).
ZVNBX is managed by Zevenbergen Capital Investments. It was launched on Aug 31, 2015. ZVGNX 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: ZVNBX or ZVGNX.
Correlation
The correlation between ZVNBX and ZVGNX 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
ZVNBX vs. ZVGNX - Performance Comparison
Key characteristics
ZVNBX:
1.37
ZVGNX:
1.55
ZVNBX:
1.88
ZVGNX:
2.07
ZVNBX:
1.24
ZVGNX:
1.27
ZVNBX:
0.74
ZVGNX:
0.85
ZVNBX:
7.54
ZVGNX:
7.67
ZVNBX:
4.29%
ZVGNX:
5.20%
ZVNBX:
23.48%
ZVGNX:
25.50%
ZVNBX:
-66.93%
ZVGNX:
-68.81%
ZVNBX:
-20.41%
ZVGNX:
-17.59%
Returns By Period
In the year-to-date period, ZVNBX achieves a 5.66% return, which is significantly lower than ZVGNX's 9.67% return.
ZVNBX
5.66%
2.49%
19.74%
26.93%
10.64%
N/A
ZVGNX
9.67%
4.88%
30.99%
33.95%
14.21%
N/A
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ZVNBX vs. ZVGNX - Expense Ratio Comparison
Both ZVNBX and ZVGNX have an expense ratio of 1.30%.
Risk-Adjusted Performance
ZVNBX vs. ZVGNX — Risk-Adjusted Performance Rank
ZVNBX
ZVGNX
ZVNBX vs. ZVGNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Growth Fund (ZVNBX) and Zevenbergen Genea Fund (ZVGNX). 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. ZVGNX - Dividend Comparison
Neither ZVNBX nor ZVGNX has paid dividends to shareholders.
Drawdowns
ZVNBX vs. ZVGNX - Drawdown Comparison
The maximum ZVNBX drawdown since its inception was -66.93%, roughly equal to the maximum ZVGNX drawdown of -68.81%. Use the drawdown chart below to compare losses from any high point for ZVNBX and ZVGNX. For additional features, visit the drawdowns tool.
Volatility
ZVNBX vs. ZVGNX - Volatility Comparison
The current volatility for Zevenbergen Growth Fund (ZVNBX) is 5.51%, while Zevenbergen Genea Fund (ZVGNX) has a volatility of 6.32%. This indicates that ZVNBX experiences smaller price fluctuations and is considered to be less risky than ZVGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.