Zevenbergen Genea Fund Market Value
| ZVGIX Fund | USD 58.35 0.04 0.07% |
| Symbol | Zevenbergen |
Zevenbergen Genea 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Zevenbergen Genea's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Zevenbergen Genea.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Zevenbergen Genea on October 27, 2025 and sell it all today you would earn a total of 0.00 from holding Zevenbergen Genea Fund or generate 0.0% return on investment in Zevenbergen Genea over 90 days. Zevenbergen Genea is related to or competes with T Rowe, Gmo High, Ab High, Aggressive Balanced, T Rowe, Artisan High, and Mesirow Financial. The fund seeks to invest in companies benefitting from advancements in technology regardless of sector or industry More
Zevenbergen Genea Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Zevenbergen Genea's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Zevenbergen Genea Fund upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 6.92 | |||
| Value At Risk | (3.12) | |||
| Potential Upside | 2.46 |
Zevenbergen Genea Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Zevenbergen Genea's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Zevenbergen Genea's standard deviation. In reality, there are many statistical measures that can use Zevenbergen Genea historical prices to predict the future Zevenbergen Genea's volatility.| Risk Adjusted Performance | (0.07) | |||
| Jensen Alpha | (0.20) | |||
| Total Risk Alpha | (0.33) | |||
| Treynor Ratio | (0.45) |
Zevenbergen Genea January 25, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | (0.44) | |||
| Mean Deviation | 1.16 | |||
| Coefficient Of Variation | (964.41) | |||
| Standard Deviation | 1.6 | |||
| Variance | 2.56 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.20) | |||
| Total Risk Alpha | (0.33) | |||
| Treynor Ratio | (0.45) | |||
| Maximum Drawdown | 6.92 | |||
| Value At Risk | (3.12) | |||
| Potential Upside | 2.46 | |||
| Skewness | (0.57) | |||
| Kurtosis | 0.838 |
Zevenbergen Genea Backtested Returns
Zevenbergen Genea shows Sharpe Ratio of -0.1, which attests that the fund had a -0.1 % return per unit of risk over the last 3 months. Zevenbergen Genea exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Zevenbergen Genea's Market Risk Adjusted Performance of (0.44), mean deviation of 1.16, and Standard Deviation of 1.6 to validate the risk estimate we provide. The entity maintains a market beta of 0.39, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Zevenbergen Genea's returns are expected to increase less than the market. However, during the bear market, the loss of holding Zevenbergen Genea is expected to be smaller as well.
Auto-correlation | -0.51 |
Good reverse predictability
Zevenbergen Genea Fund has good reverse predictability. Overlapping area represents the amount of predictability between Zevenbergen Genea time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Zevenbergen Genea price movement. The serial correlation of -0.51 indicates that about 51.0% of current Zevenbergen Genea price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.51 | |
| Spearman Rank Test | -0.06 | |
| Residual Average | 0.0 | |
| Price Variance | 1.42 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Zevenbergen Mutual Fund
Zevenbergen Genea financial ratios help investors to determine whether Zevenbergen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Zevenbergen with respect to the benefits of owning Zevenbergen Genea security.
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