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Zevenbergen Growth Investor (ZVNBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.310.00 (0.00%)
At close: 04:53PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.44%
5-Year Average Return11.11%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (May 15, 2024)123.87%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return123.87%
Worst 3-Yr Total Return-12.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnZVNBXCategory
YTD4.47%12.38%
1-Month-6.71%5.09%
3-Month1.69%10.28%
1-Year38.23%41.70%
3-Year-9.86%22.56%
5-Year10.48%21.98%
10-Year0.00%15.99%
Last Bull Market38.86%25.99%
Last Bear Market-40.70%-17.29%

Annual Total Return (%) History

Year
ZVNBXCategory
2024
N/AN/A
2023
63.92%N/A
2022
-54.79%N/A
2021
-9.11%N/A
2020
123.87%35.86%
2019
37.73%31.90%
2018
5.88%-2.09%
2017
33.71%27.67%
2016
-3.17%3.23%
2015
N/A3.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.98%N/AN/AN/A
202330.97%15.00%-5.83%15.57%
2022-19.78%-40.70%7.95%-11.97%
2021-8.08%8.86%-4.49%-4.90%
2020-1.31%54.19%21.41%21.17%
201926.12%8.75%-12.94%15.35%
20188.86%14.60%11.57%-23.93%
201712.56%11.34%3.10%3.48%
2016-8.51%-2.16%11.60%-3.07%
20156.53%N/AN/AN/A

Rank In Category (By Total Return)

YTD75
1-Month96
3-Month86
1-Year7
3-Year97
5-Year82

Load Adjusted Returns

1-Year38.23%
3-Year-9.86%
5-Year10.48%
10-YearN/A