Zevenbergen Genea Fund Manager Performance Evaluation
| ZVGIX Fund | USD 52.95 1.02 1.96% |
The entity maintains a market beta of 0.0546, which attests to not very significant fluctuations relative to the market. 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.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Zevenbergen Genea Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreZevenbergen |
Zevenbergen Genea Relative Risk vs. Return Landscape
If you would invest 5,926 in Zevenbergen Genea Fund on November 13, 2025 and sell it today you would lose (631.00) from holding Zevenbergen Genea Fund or give up 10.65% of portfolio value over 90 days. Zevenbergen Genea Fund is currently producing negative expected returns and takes up 1.7506% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Zevenbergen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Zevenbergen Genea Current Valuation
Fairly Valued
Today
Please note that Zevenbergen Genea's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Zevenbergen Genea maintains a prevalent Real Value of $52.77 per share. The last-minute price of the fund is $52.95. We determine the value of Zevenbergen Genea from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Zevenbergen Genea is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Zevenbergen Mutual Fund. However, Zevenbergen Genea's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 52.95 | Real 52.77 | Hype 51.93 |
The intrinsic value of Zevenbergen Genea's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Zevenbergen Genea's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Zevenbergen Genea Fund helps investors to forecast how Zevenbergen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Zevenbergen Genea more accurately as focusing exclusively on Zevenbergen Genea's fundamentals will not take into account other important factors: Zevenbergen Genea Target Price Odds to finish over Current Price
The tendency of Zevenbergen Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 52.95 | 90 days | 52.95 | about 97.0 |
Based on a normal probability distribution, the odds of Zevenbergen Genea to move above the current price in 90 days from now is about 97.0 (This Zevenbergen Genea Fund probability density function shows the probability of Zevenbergen Mutual Fund to fall within a particular range of prices over 90 days) .
Zevenbergen Genea Price Density |
| Price |
Predictive Modules for Zevenbergen Genea
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Zevenbergen Genea. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Zevenbergen Genea Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Zevenbergen Genea is not an exception. The market had few large corrections towards the Zevenbergen Genea's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Zevenbergen Genea Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Zevenbergen Genea within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.31 | |
β | Beta against Dow Jones | 0.05 | |
σ | Overall volatility | 3.01 | |
Ir | Information ratio | -0.22 |
Zevenbergen Genea Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Zevenbergen Genea for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Zevenbergen Genea can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Zevenbergen Genea generated a negative expected return over the last 90 days | |
| The fund generated five year return of -5.0% | |
| Zevenbergen Genea keeps 99.34% of its net assets in stocks |
Zevenbergen Genea Fundamentals Growth
Zevenbergen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Zevenbergen Genea, and Zevenbergen Genea fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Zevenbergen Mutual Fund performance.
| Price To Earning | 62.92 X | ||||
| Price To Book | 3.78 X | ||||
| Price To Sales | 2.70 X | ||||
| Total Asset | 183.09 M | ||||
About Zevenbergen Genea Performance
Evaluating Zevenbergen Genea's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Zevenbergen Genea has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Zevenbergen Genea has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to invest in companies benefiting from advancements in technology regardless of sector or industry. With a long-term investment horizon, the Adviser identifies companies with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. The funds portfolio generally will contain 20-40 stocks of any market capitalization. It may also invest in IPOs and other equities new to the public market such as direct listings by organizations as a method of initial access to public markets. The fund is non-diversified.Things to note about Zevenbergen Genea performance evaluation
Checking the ongoing alerts about Zevenbergen Genea for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Zevenbergen Genea help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Zevenbergen Genea generated a negative expected return over the last 90 days | |
| The fund generated five year return of -5.0% | |
| Zevenbergen Genea keeps 99.34% of its net assets in stocks |
- Analyzing Zevenbergen Genea's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Zevenbergen Genea's stock is overvalued or undervalued compared to its peers.
- Examining Zevenbergen Genea's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Zevenbergen Genea's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Zevenbergen Genea's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Zevenbergen Genea's mutual fund. These opinions can provide insight into Zevenbergen Genea's potential for growth and whether the stock is currently undervalued or overvalued.
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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