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VVPLX: VULCAN VALUE PARTNERS FUND VULCAN VALUE PARTNERS FUND (MUTUAL FUND)
Basic Info 28.88 0.09(0.31%) June 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 12/31/2009 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 0.21% |
| Expenses | 1.06% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/31/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 4.6 | 13.5 | 15.7 | 6.4 | 6.3 | 10.6 | 9.7 | 17.5 | 41.8 | -41.5 | 9.5 | 7.8 | 44.4 | -7.8 | 16.8 | 11.5 | -9.6 | 13.7 | 36.3 | 24.4 | 4.0 | 10.9 | 0.0 |
| Sharpe Ratio | NA | 0.26 | 0.52 | 0.62 | 0.2 | 0.22 | NA | 0.43 | 0.75 | 2.26 | -1.13 | 0.45 | 0.19 | 2.74 | -0.52 | 2.04 | 0.65 | -0.64 | 1.17 | 3.17 | 1.83 | 0.17 | 0.67 | NA |
| Draw Down(%) | NA | 17.4 | 17.4 | 23.3 | 53.1 | 53.1 | NA | 53.1 | 8.2 | 12.6 | 44.0 | 21.2 | 41.1 | 8.7 | 22.7 | 4.6 | 10.9 | 15.4 | 8.2 | 6.3 | 9.0 | 16.5 | 15.2 | 0.0 |
| Standard Deviation(%) | NA | 22.2 | 19.1 | 20.4 | 23.8 | 22.8 | NA | 20.5 | 14.5 | 16.7 | 37.9 | 20.8 | 38.8 | 15.7 | 17.6 | 7.9 | 17.4 | 15.0 | 11.8 | 11.5 | 13.4 | 22.8 | 16.1 | 0.0 |
| Treynor Ratio | NA | 0.1 | 0.16 | 0.17 | 0.06 | 0.06 | NA | 0.1 | 0.19 | 0.47 | -0.44 | 0.17 | 0.08 | 0.65 | -0.12 | 0.24 | 0.12 | -0.12 | 0.18 | 0.41 | 0.28 | 0.05 | 0.13 | 1.0 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | NA | -0.01 | 0.0 | 0.02 | -0.02 | 0.04 | -0.13 | 0.05 | -0.04 | -0.01 | 0.05 | -0.07 | 0.01 | 0.02 | 0.03 | 0.02 | 0.01 | NA |
| Beta | NA | 0.6 | 0.6 | 0.74 | 0.79 | 0.84 | NA | 0.83 | 0.56 | 0.8 | 0.98 | 0.55 | 0.96 | 0.66 | 0.76 | 0.67 | 0.95 | 0.83 | 0.75 | 0.89 | 0.87 | 0.83 | 0.81 | NA |
| RSquared | NA | 0.75 | 0.72 | 0.76 | 0.75 | 0.76 | NA | 0.78 | 0.63 | 0.82 | 0.91 | 0.4 | 0.79 | 0.59 | 0.81 | 0.53 | 0.66 | 0.81 | 0.75 | 0.87 | 0.89 | 0.93 | 0.93 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.1 | 0.1 | 2.4 | 5.0 | N/A | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 6.0 | 7.5 | 1.9 | 1.5 | 7.6 | 6.8 | 3.9 | 2.1 | 0.9 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 390.9 | -93.9 | -98.5 | N/A | N/A | N/A | 390.9 | N/A | N/A | -100.0 | -99.6 | -32.1 | 348.4 | 48.5 | -84.3 | 21.8 | 121.5 | 127.3 | 146.9 | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2009
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See LARGE GROWTH Asset Class Trend Rankings |
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