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Zevenbergen Genea Investor (ZVGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.60+0.56 (+1.51%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.50%
5-year average return10.38%
Number of years up5
Number of years down3
Best 1-yr total return (29 Apr 2024)144.29%
Worst 1-yr total return (29 Apr 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
YTD6.72%12.38%
1-month-1.41%5.09%
3-month6.72%10.28%
1-year41.63%41.70%
3-year-8.41%22.56%
5-year12.01%21.98%
10-year0.00%15.99%
Last bull market35.02%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)

YTD96
1-month100
3-month96
1-year26
3-year99
5-year86

Load adjusted returns

1-year41.63%
3-year-8.41%
5-year12.01%
10-yearN/A