Zevenbergen Genea Fund Price on July 29, 3100
| ZVGIX Fund | USD 51.93 1.09 2.06% |
Below is the normalized historical share price chart for Zevenbergen Genea Fund extending back to August 31, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Zevenbergen Genea stands at 51.93, as last reported on the 28th of December, with the highest price reaching 51.93 and the lowest price hitting 51.93 during the day.
If you're considering investing in Zevenbergen Mutual Fund, it is important to understand the factors that can impact its price. Zevenbergen Genea appears to be very steady, given 3 months investment horizon. Zevenbergen Genea shows Sharpe Ratio of 0.18, which attests that the fund had a 0.18% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Zevenbergen Genea, which you can use to evaluate the volatility of the fund. Please utilize Zevenbergen Genea's Downside Deviation of 1.62, market risk adjusted performance of 1.49, and Mean Deviation of 1.15 to validate if our risk estimates are consistent with your expectations.
Zevenbergen Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Zevenbergen |
Sharpe Ratio = 0.1814
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ZVGIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Zevenbergen Genea is performing at about 14% 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 Genea by adding it to a well-diversified portfolio.
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.
About Zevenbergen Genea Mutual Fund history
Zevenbergen Genea investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Zevenbergen is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Zevenbergen Genea will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Zevenbergen Genea stock prices may prove useful in developing a viable investing in Zevenbergen Genea
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.
Zevenbergen Genea Mutual Fund Technical Analysis
Zevenbergen Genea technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Zevenbergen Genea Period Price Range
Low | December 28, 2024
| High |
0.00 | 0.00 |
Zevenbergen Genea Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Zevenbergen Genea December 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Zevenbergen Genea mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Zevenbergen Genea shares will generate the highest return on investment. By undertsting and applying Zevenbergen Genea mutual fund market strength indicators, traders can identify Zevenbergen Genea Fund entry and exit signals to maximize returns
Zevenbergen Genea Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Zevenbergen Genea's price direction in advance. Along with the technical and fundamental analysis of Zevenbergen Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Zevenbergen to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1405 | |||
| Jensen Alpha | 0.2442 | |||
| Total Risk Alpha | 0.2057 | |||
| Sortino Ratio | 0.139 | |||
| Treynor Ratio | 1.48 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |