ZVNIX Mutual Fund

ZVNIX Mutual Fund

NAV$45.16
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Returns Overview

1 Month
-1.31%
3 Months
+23.53%
6 Months
+5.04%
YTD
+5.36%
1 Year
+3.14%
3 Years (annualized)
+19.29%
5 Years (annualized)
+1.10%
10 Years (annualized)
+17.59%

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
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🏦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)
+5.36%
Peer Avg (YTD)
+16.06%
vs Peers
-10.70%

ZVNIX Mutual Fund Performance

ZVNIX performance across multiple time periods: 1-month -1.31%, YTD 5.36%, 1-year 3.14%, 3-year 19.29%, 5-year 1.10%, 10-year 17.59%.

ZVNIX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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