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Zevenbergen Growth Institutional (ZVNIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.06-0.10 (-0.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.93%
5-year average return13.22%
Number of years up5
Number of years down3
Best 1-yr total return (2 Jun 2024)124.61%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return124.61%
Worst 3-yr total return-12.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnZVNIXCategory
YTD4.54%12.38%
1-month-6.71%5.09%
3-month1.72%10.28%
1-year38.63%41.70%
3-year-9.59%22.56%
5-year10.80%21.98%
10-year0.00%15.99%
Last bull market39.08%25.99%
Last bear market-40.64%-17.29%

Annual total return (%) history

Year
ZVNIXCategory
2024
N/AN/A
2023
64.41%N/A
2022
-54.65%N/A
2021
-8.85%N/A
2020
124.61%35.86%
2019
38.08%31.90%
2018
6.07%-2.09%
2017
33.98%27.67%
2016
-2.87%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.05%N/AN/AN/A
202331.04%15.08%-5.74%15.67%
2022-19.73%-40.64%8.02%-11.89%
2021-8.04%8.97%-4.40%-4.85%
2020-1.19%54.30%21.46%21.30%
201926.27%8.79%-12.92%15.44%
20188.96%14.63%11.61%-23.91%
201712.61%11.38%3.24%3.46%
2016-8.50%-2.05%11.69%-2.96%
20156.64%N/AN/AN/A

Rank in category (by total return)

YTD74
1-month96
3-month85
1-year6
3-year97
5-year78

Load adjusted returns

1-year38.63%
3-year-9.59%
5-year10.80%
10-yearN/A