Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZVNIX (ZEVENBERGEN GROWTH FUND INSTITUTIONAL CLASS) | 5.20% | 7.76% | 21.16% | 3.82% | 17.16% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZVNIX (ZEVENBERGEN GROWTH FUND INSTITUTIONAL CLASS) | 09/03/2015 | 06/04/2026 |
| 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 (%) | -1.11 | 7.76 | 21.16 | 3.82 | 17.16 | NA | NA | … | … | 5.20 | 10.24 | 34.50 | 64.41 | -54.65 | -8.93 | 124.61 | 38.08 | 6.07 | 33.98 | -2.87 | 2.43 |
| Sharpe Ratio | NA | 0.35 | 0.77 | 0.03 | 0.49 | NA | NA | … | … | 0.52 | 0.24 | 1.30 | 2.25 | -0.99 | -0.26 | 2.97 | 1.56 | 0.16 | 2.35 | -0.15 | 0.41 |
| Standard Deviation(%) | NA | 23.17 | 26.57 | 35.51 | 32.42 | NA | NA | … | … | 26.90 | 30.52 | 23.76 | 27.23 | 56.93 | 34.01 | 41.68 | 23.45 | 30.17 | 14.25 | 20.10 | 18.59 |
| Draw Down(%) | NA | 26.71 | 30.06 | 63.14 | 66.10 | NA | NA | … | … | 21.81 | 28.86 | 14.15 | 20.34 | 56.87 | 32.40 | 35.49 | 19.37 | 31.71 | 7.19 | 23.12 | 8.94 |
| Yield(%) | 0.00 | 1.24 | 0.68 | 0.66 | 1.37 | 0.87 | 0.65 | … | … | 0.00 | 1.33 | 0.00 | 0.00 | 0.00 | 1.73 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ZVNIX (ZEVENBERGEN GROWTH FUND INSTITUTIONAL CLASS) |
-12.47%
Nov 2020 – Nov 2023 |
-2.10%
Feb 2021 – Feb 2026 |
14.89%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZVNIX (ZEVENBERGEN GROWTH FUND INSTITUTIONAL CLASS) |
48.73%
Dec 2017 – Dec 2020 |
38.52%
Feb 2016 – Feb 2021 |
17.38%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart