Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZVNBX (ZEVENBERGEN GROWTH FUND INVESTOR CLASS) | -0.44% | 2.94% | 18.66% | 1.96% | 16.21% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZVNBX (ZEVENBERGEN GROWTH 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 (%) | -6.32 | 2.94 | 18.66 | 1.96 | 16.21 | NA | NA | … | … | -0.44 | 9.93 | 34.10 | 63.92 | -54.79 | -9.19 | 123.88 | 37.73 | 5.88 | 33.71 | -3.17 | 2.33 |
| Sharpe Ratio | NA | 0.01 | 0.58 | 0.00 | 0.45 | NA | NA | … | … | -0.13 | 0.23 | 1.28 | 2.24 | -0.99 | -0.27 | 2.95 | 1.55 | 0.15 | 2.34 | -0.17 | 0.39 |
| Standard Deviation(%) | NA | 23.83 | 26.73 | 35.57 | 32.46 | NA | NA | … | … | 27.72 | 30.52 | 23.74 | 27.17 | 56.95 | 34.03 | 41.73 | 23.44 | 30.14 | 14.19 | 20.01 | 18.47 |
| Draw Down(%) | NA | 26.79 | 30.14 | 63.28 | 66.30 | NA | NA | … | … | 21.86 | 28.89 | 14.14 | 20.39 | 57.00 | 32.48 | 35.51 | 19.40 | 31.75 | 7.23 | 23.15 | 8.94 |
| Yield(%) | 0.00 | 1.29 | 0.70 | 0.66 | 1.37 | 0.87 | 0.65 | … | … | 0.00 | 1.37 | 0.00 | 0.00 | 0.00 | 1.75 | 0.15 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| ZVNBX (ZEVENBERGEN GROWTH FUND INVESTOR CLASS) |
-12.73%
Nov 2020 – Nov 2023 |
-2.39%
Feb 2021 – Feb 2026 |
14.56%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZVNBX (ZEVENBERGEN GROWTH FUND INVESTOR CLASS) |
48.35%
Dec 2017 – Dec 2020 |
38.16%
Feb 2016 – Feb 2021 |
17.05%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart