Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VELIX (VELA Large Cap Plus Fund Class I) | -0.24% | 7.87% | 11.42% | 7.41% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VELIX (VELA Large Cap Plus Fund Class I) | 10/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 7.87 | 11.42 | 7.41 | NA | NA | NA | … | … | -0.24 | 9.43 | 14.66 | 15.80 | -7.47 | 28.21 | 15.44 |
| Sharpe Ratio | NA | 0.68 | 0.79 | 0.40 | NA | NA | NA | … | … | -0.20 | 0.47 | 1.33 | 1.15 | -0.51 | 2.35 | 3.78 |
| Standard Deviation(%) | NA | 9.34 | 10.97 | 12.67 | NA | NA | NA | … | … | 10.61 | 14.10 | 8.32 | 10.69 | 17.52 | 12.00 | 20.50 |
| Draw Down(%) | NA | 8.24 | 14.24 | 16.39 | NA | NA | NA | … | … | 8.24 | 14.24 | 3.65 | 7.90 | 16.39 | 4.58 | 6.32 |
| Yield(%) | 0.00 | 7.17 | 5.59 | 3.81 | 2.66 | 1.77 | 1.33 | … | … | 0.00 | 7.25 | 7.38 | 0.05 | 1.62 | 0.46 | 0.13 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| VELIX (VELA Large Cap Plus Fund Class I) |
5.69%
Mar 2022 – Mar 2025 |
7.62%
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 |
|---|---|---|---|---|
| VELIX (VELA Large Cap Plus Fund Class I) |
14.57%
Sep 2022 – Sep 2025 |
12.20%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart