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Zevenbergen Genea Investor (ZVGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.43-0.11 (-0.29%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.18%
5-year average return11.66%
Number of years up5
Number of years down3
Best 1-yr total return (3 Jun 2024)144.29%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return144.29%
Worst 3-yr total return-12.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnZVGNXCategory
YTD1.50%12.38%
1-month-4.89%5.09%
3-month1.12%10.28%
1-year43.00%41.70%
3-year-11.07%22.56%
5-year10.38%21.98%
10-year0.00%15.99%
Last bull market34.98%25.99%
Last bear market-44.26%-17.29%

Annual total return (%) history

Year
ZVGNXCategory
2024
N/AN/A
2023
71.41%N/A
2022
-58.89%N/A
2021
-4.33%N/A
2020
144.29%35.86%
2019
28.33%31.90%
2018
10.79%-2.09%
2017
51.69%27.67%
2016
-0.58%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.72%N/AN/AN/A
202329.15%20.14%-4.89%16.14%
2022-19.41%-44.26%7.54%-14.89%
2021-6.37%10.87%-3.88%-4.11%
2020-7.51%61.98%27.97%27.42%
201927.93%4.24%-16.31%14.99%
201813.76%16.29%13.24%-26.05%
201715.75%18.53%5.63%4.67%
2016-9.03%-0.74%14.89%-4.17%
20157.43%N/AN/AN/A

Rank in category (by total return)

YTD95
1-month60
3-month92
1-year2
3-year98
5-year83

Load adjusted returns

1-year43.00%
3-year-11.07%
5-year10.38%
10-yearN/A