ZVGNX Mutual Fund

NAV$57.54
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Returns Overview

1 Month
+18.32%
3 Months
+25.03%
6 Months
+6.16%
YTD
+8.57%
1 Year
+18.32%
3 Years (annualized)
+27.32%
5 Years (annualized)
+4.39%
10 Years (annualized)
+20.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZVGNX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Total Return(^RAGTR)
This Mutual Fund (YTD)
+8.57%
Peer Avg (YTD)
+14.18%
vs Peers
-5.61%

ZVGNX Mutual Fund Performance

ZVGNX performance across multiple time periods: 1-month 18.32%, YTD 8.57%, 1-year 18.32%, 3-year 27.32%, 5-year 4.39%, 10-year 20.50%.

ZVGNX returns trail the peer average of 14.18% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

ZVGNX performance comparison shows side-by-side returns with another fund. ZVGNX alternatives are available in the Mutual Fund Screener.