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Zevenbergen Growth Investor (ZVNBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.31-1.00 (-3.41%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.90%
5-year average return11.25%
Number of years up5
Number of years down3
Best 1-yr total return (17 Apr 2024)123.87%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return123.87%
Worst 3-yr total return-12.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnZVNBXCategory
YTD11.98%12.38%
1-month0.22%5.09%
3-month11.98%10.28%
1-year40.15%41.70%
3-year-6.38%22.56%
5-year13.02%21.98%
10-year0.00%15.99%
Last bull market25.47%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)

YTD52
1-month98
3-month52
1-year37
3-year98
5-year78

Load adjusted returns

1-year40.15%
3-year-6.38%
5-year13.02%
10-yearN/A