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Zevenbergen Genea Institutional (ZVGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.11+0.63 (+1.64%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.40%
5-year average return10.77%
Number of years up5
Number of years down3
Best 1-yr total return (2 May 2024)144.99%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return144.99%
Worst 3-yr total return-12.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnZVGIXCategory
YTD1.58%12.38%
1-month-4.87%5.09%
3-month1.17%10.28%
1-year43.37%41.70%
3-year-10.80%22.56%
5-year10.70%21.98%
10-year0.00%15.99%
Last bull market35.14%25.99%
Last bear market-44.21%-17.29%

Annual total return (%) history

Year
ZVGIXCategory
2024
N/AN/A
2023
71.91%N/A
2022
-58.75%N/A
2021
-4.03%N/A
2020
144.99%35.86%
2019
28.62%31.90%
2018
10.97%-2.09%
2017
52.22%27.67%
2016
-0.29%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.78%N/AN/AN/A
202329.19%20.28%-4.81%16.23%
2022-19.35%-44.21%7.61%-14.82%
2021-6.29%10.95%-3.83%-4.03%
2020-7.43%62.07%28.09%27.49%
201927.99%4.34%-16.29%15.05%
201813.86%16.34%13.28%-26.05%
201715.80%18.97%5.59%4.64%
2016-8.93%-0.74%14.98%-4.07%
20157.54%N/AN/AN/A

Rank in category (by total return)

YTD95
1-month60
3-month92
1-year2
3-year98
5-year80

Load adjusted returns

1-year43.37%
3-year-10.80%
5-year10.70%
10-yearN/A