Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VESAX (VELA Small Cap Fund Class A) | 2.75% | 13.14% | 10.37% | 5.61% | 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 |
|---|---|---|
| VESAX (VELA Small Cap 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 (%) | 0.10 | 13.14 | 10.37 | 5.61 | NA | NA | NA | … | … | 2.75 | 8.44 | 10.55 | 10.93 | -5.75 | 31.30 | 27.65 |
| Sharpe Ratio | NA | 0.83 | 0.47 | 0.19 | NA | NA | NA | … | … | 0.36 | 0.29 | 0.50 | 0.50 | -0.33 | 1.65 | 6.04 |
| Standard Deviation(%) | NA | 14.45 | 16.03 | 17.49 | NA | NA | NA | … | … | 14.84 | 19.53 | 13.94 | 14.77 | 21.68 | 18.94 | 27.42 |
| Draw Down(%) | NA | 9.49 | 20.44 | 20.44 | NA | NA | NA | … | … | 9.49 | 20.28 | 7.17 | 11.67 | 17.20 | 9.54 | 5.95 |
| Yield(%) | 0.00 | 0.00 | 0.16 | 0.37 | 0.30 | 0.20 | 0.15 | … | … | 0.00 | 0.00 | 0.00 | 0.49 | 0.43 | 1.20 | 0.04 |
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 |
|---|---|---|---|---|
| VESAX (VELA Small Cap Fund Class A) |
3.34%
Mar 2022 – Mar 2025 |
5.78%
Mar 2021 – Mar 2026 |
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) |
11.37%
Sep 2022 – Sep 2025 |
11.43%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart