Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VEL (Velocity Financial, Inc.) | -15.90% | 4.24% | 22.62% | 9.29% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEL (Velocity Financial, Inc.) | 01/17/2020 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 4.24 | 22.62 | 9.29 | NA | NA | NA | … | … | -15.90 | -0.20 | 13.59 | 78.45 | -29.56 | 119.90 | -53.89 | 0.00 | -85.71 | 150.00 | 75.00 | -52.94 | -54.05 | -40.32 | 31.91 |
| Sharpe Ratio | NA | 0.08 | 0.58 | 0.19 | 0.00 | NA | NA | … | … | -1.25 | -0.13 | 0.33 | 1.33 | -0.62 | 2.19 | -0.37 | -0.02 | -0.05 | 0.06 | 0.24 | -0.38 | -0.36 | -0.42 | 0.11 |
| Standard Deviation(%) | NA | 26.68 | 36.87 | 40.59 | 1,213.79 | NA | NA | … | … | 29.38 | 23.54 | 23.78 | 56.34 | 49.92 | 54.86 | 152.38 | 840.16 | 2,296.89 | 2,178.04 | 237.93 | 186.59 | 200.49 | 141.63 | 126.23 |
| Draw Down(%) | NA | 18.26 | 25.60 | 42.12 | 99.58 | NA | NA | … | … | 18.26 | 20.41 | 13.14 | 25.60 | 38.39 | 18.88 | 83.13 | 83.33 | 98.57 | 99.02 | 75.00 | 85.45 | 93.28 | 68.00 | 65.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEL (Velocity Financial, Inc.) |
-10.40%
Feb 2020 – Feb 2023 |
7.05%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEL (Velocity Financial, Inc.) |
49.43%
Jul 2020 – Jul 2023 |
36.36%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart