Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVJX (Vaughan Nelson International Small Cap Fund Investor Class) | 13.76% | 40.71% | 21.16% | 5.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVJX (Vaughan Nelson International Small Cap Fund Investor Class) | 12/03/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 40.71 | 21.16 | 5.84 | NA | NA | NA | … | … | 13.76 | 49.53 | 4.23 | 2.52 | -26.43 | 12.52 | 15.39 | 5.20 |
| Sharpe Ratio | NA | 1.98 | 0.94 | 0.18 | NA | NA | NA | … | … | 1.43 | 2.30 | 0.03 | -0.09 | -1.27 | 0.96 | 0.55 | 10.39 |
| Standard Deviation(%) | NA | 18.46 | 18.98 | 18.60 | NA | NA | NA | … | … | 22.06 | 20.34 | 18.96 | 13.32 | 22.06 | 12.96 | 27.62 | 9.12 |
| Draw Down(%) | NA | 12.63 | 17.22 | 39.11 | NA | NA | NA | … | … | 12.63 | 13.53 | 13.29 | 19.03 | 36.19 | 9.89 | 36.38 | 1.29 |
| Yield(%) | 0.00 | 0.79 | 1.22 | 0.88 | 0.83 | 0.55 | 0.41 | … | … | 0.00 | 0.95 | 1.38 | 1.39 | 0.90 | 0.93 | 0.48 | 1.86 |
Data as of 06/04/2026, Common starting date is 12/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVJX (Vaughan Nelson International Small Cap Fund Investor Class) |
-8.82%
Apr 2021 – Apr 2024 |
2.07%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVJX (Vaughan Nelson International Small Cap Fund Investor Class) |
21.53%
May 2023 – May 2026 |
9.24%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart