Zevenbergen Growth Fund Manager Performance Evaluation
| ZVNIX Fund | USD 40.60 0.36 0.89% |
The entity maintains a market beta of 1.08, which attests to a somewhat significant risk relative to the market. Zevenbergen Growth returns are very sensitive to returns on the market. As the market goes up or down, Zevenbergen Growth is expected to follow.
Risk-Adjusted Performance
22 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Zevenbergen Growth Fund are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Zevenbergen Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.0000 |
Zevenbergen |
Zevenbergen Growth Relative Risk vs. Return Landscape
If you would invest 3,257 in Zevenbergen Growth Fund on September 2, 2024 and sell it today you would earn a total of 803.00 from holding Zevenbergen Growth Fund or generate 24.65% return on investment over 90 days. Zevenbergen Growth Fund is currently producing 0.3528% returns and takes up 1.2623% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Zevenbergen, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Zevenbergen Growth Current Valuation
Undervalued
Today
Please note that Zevenbergen Growth's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Zevenbergen Growth maintains a prevalent Real Value of $42.95 per share. The last-minute price of the fund is $40.6. We determine the value of Zevenbergen Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Zevenbergen Mutual Fund. However, Zevenbergen Growth'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 40.6 | Real 42.95 | Hype 40.6 | Naive 40.47 |
The intrinsic value of Zevenbergen Growth'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 Growth'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 Growth 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 Growth more accurately as focusing exclusively on Zevenbergen Growth's fundamentals will not take into account other important factors: Zevenbergen Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Zevenbergen Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Zevenbergen Growth Fund, and traders can use it to determine the average amount a Zevenbergen Growth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2795
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ZVNIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.35 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 22 78% of assets perform better |
Based on monthly moving average Zevenbergen Growth is performing at about 22% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Zevenbergen Growth by adding it to a well-diversified portfolio.
Zevenbergen Growth Fundamentals Growth
Zevenbergen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Zevenbergen Growth, and Zevenbergen Growth 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 | 44.44 X | ||||
| Price To Book | 4.54 X | ||||
| Price To Sales | 3.38 X | ||||
| Total Asset | 65.35 M | ||||
About Zevenbergen Growth Performance
Evaluating Zevenbergen Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Zevenbergen Growth 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 Growth 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 that are industry leaders with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. Its portfolio generally will contain 30-60 stocks of any market capitalization. The fund may invest in IPOs and other equities new to the public markets such as direct listings by organizations as a method of initial access to public markets. The Advisers mission is to build shareholder wealth through ownership of quality high-growth, publicly-traded companies. The fund is non-diversified.Things to note about Zevenbergen Growth performance evaluation
Checking the ongoing alerts about Zevenbergen Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Zevenbergen Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -2.0% | |
| Zevenbergen Growth keeps about 5.62% of its net assets in cash |
- Analyzing Zevenbergen Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Zevenbergen Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Zevenbergen Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Zevenbergen Growth's mutual fund. These opinions can provide insight into Zevenbergen Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Zevenbergen Mutual Fund
Zevenbergen Growth 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 Growth security.
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