Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZVGNX (ZEVENBERGEN GENEA FUND INVESTOR CLASS) | 1.21% | 10.47% | 22.43% | 2.82% | 19.60% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZVGNX (ZEVENBERGEN GENEA FUND INVESTOR CLASS) | 09/03/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.43 | 10.47 | 22.43 | 2.82 | 19.60 | NA | NA | … | … | 1.21 | 18.51 | 38.25 | 71.41 | -58.89 | -4.33 | 144.29 | 30.64 | 10.38 | 51.69 | -0.58 | 5.69 |
| Sharpe Ratio | NA | 0.57 | 0.83 | 0.05 | 0.53 | NA | NA | … | … | 0.58 | 0.47 | 1.24 | 2.25 | -0.97 | -0.12 | 3.11 | 1.19 | 0.28 | 2.98 | -0.03 | 0.94 |
| Standard Deviation(%) | NA | 27.40 | 29.55 | 38.87 | 35.40 | NA | NA | … | … | 32.08 | 33.94 | 25.69 | 30.16 | 62.07 | 35.81 | 45.99 | 24.74 | 31.92 | 17.25 | 23.39 | 19.74 |
| Draw Down(%) | NA | 32.10 | 32.10 | 66.62 | 68.81 | NA | NA | … | … | 26.32 | 31.76 | 17.25 | 21.65 | 61.00 | 32.92 | 39.59 | 22.37 | 33.96 | 7.68 | 28.53 | 6.78 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.04 | 0.03 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZVGNX (ZEVENBERGEN GENEA FUND INVESTOR CLASS) |
-13.39%
Jan 2021 – Jan 2024 |
-3.01%
Feb 2021 – Feb 2026 |
17.23%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZVGNX (ZEVENBERGEN GENEA FUND INVESTOR CLASS) |
51.44%
Dec 2017 – Dec 2020 |
45.76%
Feb 2016 – Feb 2021 |
20.50%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart