Zevenbergen Growth Fund Market Value

ZVNIX Fund  USD 34.40  0.28  0.82%   
Zevenbergen Growth's market value is the price at which a share of Zevenbergen Growth trades on a public exchange. It measures the collective expectations of Zevenbergen Growth Fund investors about its performance. Zevenbergen Growth is trading at 34.40 as of the 18th of March 2025; that is 0.82 percent up since the beginning of the trading day. The fund's open price was 34.12.
With this module, you can estimate the performance of a buy and hold strategy of Zevenbergen Growth Fund and determine expected loss or profit from investing in Zevenbergen Growth over a given investment horizon. Check out Zevenbergen Growth Correlation, Zevenbergen Growth Volatility and Zevenbergen Growth Alpha and Beta module to complement your research on Zevenbergen Growth.
Symbol

Please note, there is a significant difference between Zevenbergen Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Zevenbergen Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Zevenbergen Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Zevenbergen Growth '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 Growth'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 Growth.
0.00
12/18/2024
No Change 0.00  0.0 
In 3 months and 1 day
03/18/2025
0.00
If you would invest  0.00  in Zevenbergen Growth on December 18, 2024 and sell it all today you would earn a total of 0.00 from holding Zevenbergen Growth Fund or generate 0.0% return on investment in Zevenbergen Growth over 90 days. Zevenbergen Growth is related to or competes with Ep Emerging, T Rowe, Pnc Emerging, Dodge Cox, The Hartford, Transamerica Emerging, and Eagle Mlp. The fund seeks to invest in companies that are industry leaders with significant growth potential, strong competitive ad... More

Zevenbergen Growth 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 Growth'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 Growth Fund upside and downside potential and time the market with a certain degree of confidence.

Zevenbergen Growth Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Zevenbergen Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Zevenbergen Growth's standard deviation. In reality, there are many statistical measures that can use Zevenbergen Growth historical prices to predict the future Zevenbergen Growth's volatility.
Hype
Prediction
LowEstimatedHigh
32.5134.4036.29
Details
Intrinsic
Valuation
LowRealHigh
30.3432.2337.84
Details
Naive
Forecast
LowNextHigh
33.3935.2837.16
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
32.7934.0035.22
Details

Zevenbergen Growth Backtested Returns

Zevenbergen Growth shows Sharpe Ratio of -0.12, which attests that the fund had a -0.12 % return per unit of risk over the last 3 months. Zevenbergen Growth exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Zevenbergen Growth's Mean Deviation of 1.46, standard deviation of 1.91, and Market Risk Adjusted Performance of 1.39 to validate the risk estimate we provide. The entity maintains a market beta of -0.23, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Zevenbergen Growth are expected to decrease at a much lower rate. During the bear market, Zevenbergen Growth is likely to outperform the market.

Auto-correlation

    
  -0.47  

Modest reverse predictability

Zevenbergen Growth Fund has modest reverse predictability. Overlapping area represents the amount of predictability between Zevenbergen Growth time series from 18th of December 2024 to 1st of February 2025 and 1st of February 2025 to 18th of March 2025. 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 Growth price movement. The serial correlation of -0.47 indicates that about 47.0% of current Zevenbergen Growth price fluctuation can be explain by its past prices.
Correlation Coefficient-0.47
Spearman Rank Test-0.37
Residual Average0.0
Price Variance9.15

Zevenbergen Growth lagged returns against current returns

Autocorrelation, which is Zevenbergen Growth mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Zevenbergen Growth's mutual fund expected returns. We can calculate the autocorrelation of Zevenbergen Growth returns to help us make a trade decision. For example, suppose you find that Zevenbergen Growth has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Zevenbergen Growth regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Zevenbergen Growth mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Zevenbergen Growth mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Zevenbergen Growth mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Zevenbergen Growth Lagged Returns

When evaluating Zevenbergen Growth's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Zevenbergen Growth mutual fund have on its future price. Zevenbergen Growth autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Zevenbergen Growth autocorrelation shows the relationship between Zevenbergen Growth mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Zevenbergen Growth Fund.
   Regressed Prices   
       Timeline  

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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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