Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VESMX (VELA Small Cap Fund Class I) | 1.46% | 0.02% | 8.64% | NA | NA | NA | NA | 18.71% |
Data as of 07/25/2025, AR inception is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VESMX (VELA Small Cap Fund Class I) | 10/01/2020 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | 0.02 | 8.64 | NA | NA | NA | NA | 18.71 | 1.46 | 10.77 | 11.22 | -5.53 | 31.60 | 27.79 |
| Sharpe Ratio | NA | -0.24 | 0.36 | NA | NA | NA | NA | 0.69 | -0.12 | 0.51 | 0.52 | -0.32 | 1.67 | 6.06 |
| Standard Deviation(%) | NA | 19.93 | 17.35 | NA | NA | NA | NA | 18.89 | 22.95 | 13.91 | 14.71 | 21.63 | 18.90 | 27.48 |
| Draw Down(%) | NA | 20.35 | 20.35 | NA | NA | NA | NA | 20.35 | 20.26 | 7.14 | 11.70 | 17.05 | 9.52 | 5.95 |
| Yield(%) | 0.00 | 0.22 | 0.58 | 0.87 | 0.44 | 0.29 | 0.22 | 1.09 | 0.00 | 0.25 | 0.74 | 0.64 | 1.28 | 0.08 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| VESMX (VELA Small Cap Fund Class I) |
3.60%
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 |
|---|---|---|---|---|
| VESMX (VELA Small Cap Fund Class I) |
11.41%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart