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 0.72, 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:
0.51
ZVGNX:
0.64
ZVNBX:
0.92
ZVGNX:
1.07
ZVNBX:
1.12
ZVGNX:
1.15
ZVNBX:
0.38
ZVGNX:
0.47
ZVNBX:
1.77
ZVGNX:
2.23
ZVNBX:
9.18%
ZVGNX:
9.95%
ZVNBX:
32.07%
ZVGNX:
34.78%
ZVNBX:
-66.93%
ZVGNX:
-68.81%
ZVNBX:
-31.76%
ZVGNX:
-31.88%
Returns By Period
The year-to-date returns for both investments are quite close, with ZVNBX having a -9.41% return and ZVGNX slightly higher at -9.35%.
ZVNBX
-9.41%
0.76%
-3.08%
17.16%
8.94%
N/A
ZVGNX
-9.35%
0.22%
1.13%
21.68%
12.73%
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
Zevenbergen Growth Fund (ZVNBX) and Zevenbergen Genea Fund (ZVGNX) have volatilities of 19.78% and 20.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.