Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VESAX (VELA Small Cap Fund Class A) | 2.41% | 5.80% | 10.34% | NA | NA | NA | NA | 18.68% |
Data as of 07/10/2025, AR inception is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VESAX (VELA Small Cap Fund Class A) | 10/01/2020 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.80 | 10.34 | NA | NA | NA | NA | 18.68 | 2.41 | 10.55 | 10.93 | -5.75 | 31.30 | 27.65 |
| Sharpe Ratio | NA | 0.08 | 0.37 | NA | NA | NA | NA | 0.71 | 0.07 | 0.50 | 0.50 | -0.33 | 1.65 | 6.04 |
| Standard Deviation(%) | NA | 20.14 | 17.43 | NA | NA | NA | NA | 18.96 | 23.55 | 13.94 | 14.77 | 21.68 | 18.94 | 27.42 |
| Draw Down(%) | NA | 20.44 | 20.44 | NA | NA | NA | NA | 20.44 | 20.28 | 7.17 | 11.67 | 17.20 | 9.54 | 5.95 |
| Yield(%) | 0.00 | 0.00 | 0.34 | 0.61 | 0.30 | 0.20 | 0.15 | 0.76 | 0.00 | 0.00 | 0.49 | 0.43 | 1.20 | 0.04 |
Data as of 07/10/2025, AR inception is 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VESAX (VELA Small Cap Fund Class A) |
3.34%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VESAX (VELA Small Cap Fund Class A) |
11.14%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart