ZVNIX Mutual Fund

ZVNIX Mutual Fund

NAV$42.78
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Returns Overview

1 Month
-6.84%
3 Months
+1.77%
6 Months
-0.05%
YTD
-1.85%
1 Year
-2.96%
3 Years (annualized)
+14.36%
5 Years (annualized)
+0.06%
10 Years (annualized)
+15.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZVNIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-1.85%
Peer Avg (YTD)
+11.56%
vs Peers
-13.41%

ZVNIX Mutual Fund Performance

ZVNIX performance across multiple time periods: 1-month -6.84%, YTD -1.85%, 1-year -2.96%, 3-year 14.36%, 5-year 0.06%, 10-year 15.82%.

ZVNIX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

ZVNIX vs another fund shows side-by-side returns. ZVNIX alternatives are available in the Mutual Fund Screener.