Zevenbergen Genea Financial Statements From 2010 to 2024
| ZVGIX Fund | USD 53.02 0.33 0.62% |
Check Zevenbergen Genea financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Zevenbergen Genea's main balance sheet or income statement drivers, such as , as well as many indicators such as . Zevenbergen financial statements analysis is a perfect complement when working with Zevenbergen Genea Valuation or Volatility modules.
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Zevenbergen Genea Fund Mutual Fund Three Year Return Analysis
Zevenbergen Genea's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Zevenbergen Genea Three Year Return | 1.56 % |
Most of Zevenbergen Genea's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Zevenbergen Genea Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Zevenbergen Genea Fund has a Three Year Return of 1.5581%. This is much higher than that of the Zevenbergen Capital Investments family and significantly higher than that of the Large Growth category. The three year return for all United States funds is notably lower than that of the firm.
Zevenbergen Genea Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Zevenbergen Genea's current stock value. Our valuation model uses many indicators to compare Zevenbergen Genea value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Zevenbergen Genea competition to find correlations between indicators driving Zevenbergen Genea's intrinsic value. More Info.Zevenbergen Genea Fund is rated fifth in price to earning among similar funds. It is rated fifth in price to book among similar funds fabricating about 0.06 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Zevenbergen Genea Fund is roughly 16.65 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Zevenbergen Genea's earnings, one of the primary drivers of an investment's value.About Zevenbergen Genea Financial Statements
Zevenbergen Genea investors use historical fundamental indicators, such as Zevenbergen Genea's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Zevenbergen Genea. Please read more on 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.
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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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