Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEJCX (VAUGHAN NELSON SMALL CAP VALUE FUND CLASS C) | -1.80% | 16.19% | 9.79% | -6.12% | 1.61% | 4.60% | 5.27% | … | … |
Data as of 06/05/2026, Common starting date is 11/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEJCX (VAUGHAN NELSON SMALL CAP VALUE FUND CLASS C) | 11/21/1997 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 16.19 | 9.79 | -6.12 | 1.61 | 4.60 | 5.27 | … | … | -1.80 | 11.06 | 4.01 | 23.94 | -23.63 | -16.79 | 6.40 | 23.71 | -16.11 | 5.55 | 19.25 | -0.72 | 8.07 | 38.23 | 14.01 | -4.49 | 22.22 | 27.35 | -21.71 | 5.05 | 17.23 | 9.28 | 14.44 | 37.64 | -31.43 | -12.55 | -12.69 | 64.13 | 1.41 | 0.61 |
| Sharpe Ratio | NA | 0.84 | 0.37 | -0.29 | 0.01 | NA | NA | … | … | -0.24 | 0.38 | 0.02 | 1.15 | -0.94 | -0.35 | 0.15 | 1.56 | -1.07 | 0.45 | 1.23 | -0.05 | 0.61 | 2.90 | 0.92 | -0.16 | 1.02 | 0.93 | -0.59 | 0.11 | 1.02 | 0.50 | 0.94 | 1.92 | -1.30 | -0.59 | -0.48 | 3.16 | -0.09 | 0.10 |
| Standard Deviation(%) | NA | 17.43 | 19.37 | 28.55 | 26.09 | NA | NA | … | … | 18.84 | 21.49 | 18.31 | 17.80 | 26.70 | 48.61 | 42.02 | 14.27 | 16.47 | 10.89 | 15.43 | 14.92 | 13.31 | 13.17 | 15.23 | 28.49 | 21.70 | 29.26 | 38.26 | 17.90 | 13.59 | 14.03 | 14.31 | 19.18 | 24.97 | 25.99 | 34.92 | 19.23 | 22.96 | 21.25 |
| Draw Down(%) | NA | 11.83 | 25.17 | 52.11 | 52.11 | NA | NA | … | … | 11.83 | 23.10 | 9.99 | 14.29 | 25.85 | 37.43 | 40.94 | 7.88 | 25.64 | 8.05 | 12.27 | 12.18 | 11.16 | 5.35 | 11.87 | 26.60 | 18.43 | 25.87 | 40.71 | 9.90 | 11.52 | 8.60 | 12.59 | 17.29 | 42.15 | 37.45 | 40.44 | 12.67 | 41.11 | 5.70 |
| Yield(%) | 0.00 | 18.95 | 8.74 | 2.89 | 6.63 | 8.12 | 8.30 | … | … | 0.00 | 17.90 | 4.03 | 1.10 | 0.00 | 0.00 | 0.01 | 1.39 | 29.72 | 17.11 | 11.95 | 18.80 | 20.58 | 23.60 | 8.53 | 20.60 | 23.45 | 0.00 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.21 | 14.25 | 0.13 | 3.04 |
Data as of 06/05/2026, Common starting date is 11/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEJCX (VAUGHAN NELSON SMALL CAP VALUE FUND CLASS C) |
-27.34%
Feb 2000 – Feb 2003 |
-7.86%
Feb 2000 – Feb 2005 |
-1.06%
Feb 2000 – Feb 2010 |
3.71%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEJCX (VAUGHAN NELSON SMALL CAP VALUE FUND CLASS C) |
28.51%
Mar 2003 – Mar 2006 |
23.25%
Feb 2009 – Feb 2014 |
14.06%
Feb 2009 – Feb 2019 |
12.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart