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Zevenbergen Growth Investor (ZVNBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.39-0.14 (-0.44%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.77%
5-year average return10.29%
Number of years up5
Number of years down3
Best 1-yr total return (17 Jul 2024)123.87%
Worst 1-yr total return (17 Jul 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
YTD14.18%12.38%
1-month6.37%5.09%
3-month1.96%10.28%
1-year24.27%41.70%
3-year-8.40%22.56%
5-year11.57%21.98%
10-year0.00%15.99%
Last bull market38.86%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%1.96%N/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)

YTD73
1-month28
3-month81
1-year75
3-year98
5-year84

Load adjusted returns

1-year24.27%
3-year-8.40%
5-year11.57%
10-yearN/A