Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VELAX (VELA Large Cap Plus Fund Class A) | -1.25% | 6.94% | 10.78% | 7.01% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VELAX (VELA Large Cap Plus Fund Class A) | 10/01/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 6.94 | 10.78 | 7.01 | NA | NA | NA | … | … | -1.25 | 9.07 | 14.40 | 15.54 | -7.70 | 27.98 | 15.31 |
| Sharpe Ratio | NA | 0.64 | 0.77 | 0.38 | NA | NA | NA | … | … | -0.22 | 0.44 | 1.31 | 1.12 | -0.52 | 2.31 | 3.74 |
| Standard Deviation(%) | NA | 9.33 | 10.91 | 12.62 | NA | NA | NA | … | … | 10.70 | 14.01 | 8.24 | 10.66 | 17.45 | 12.08 | 20.53 |
| Draw Down(%) | NA | 8.31 | 14.29 | 16.45 | NA | NA | NA | … | … | 8.31 | 14.29 | 3.68 | 8.01 | 16.45 | 4.66 | 6.32 |
| Yield(%) | 0.00 | 7.08 | 5.43 | 3.71 | 2.58 | 1.72 | 1.29 | … | … | 0.00 | 7.13 | 7.13 | 0.00 | 1.63 | 0.46 | 0.11 |
Data as of 06/03/2026, Common starting date is 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VELAX (VELA Large Cap Plus Fund Class A) |
5.44%
Mar 2022 – Mar 2025 |
7.35%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VELAX (VELA Large Cap Plus Fund Class A) |
14.26%
Sep 2022 – Sep 2025 |
11.91%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart