ZVNBX Mutual Fund

NAV$41.04

Returns Overview

1 Month
+10.67%
3 Months
+16.25%
6 Months
+4.98%
YTD
+6.65%
1 Year
+10.33%
3 Years (annualized)
+22.93%
5 Years (annualized)
+3.46%
10 Years (annualized)
+17.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZVNBX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 Index(^RAG)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+14.18%
vs Peers
-7.54%

ZVNBX Mutual Fund Performance

ZVNBX performance across multiple time periods: 1-month 10.67%, YTD 6.65%, 1-year 10.33%, 3-year 22.93%, 5-year 3.46%, 10-year 17.07%.

ZVNBX 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.

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