Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VESMX (VELA Small Cap Fund Class I) | 3.57% | 15.73% | 11.25% | 6.18% | 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 |
|---|---|---|
| VESMX (VELA Small Cap 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 (%) | 0.24 | 15.73 | 11.25 | 6.18 | NA | NA | NA | … | … | 3.57 | 8.12 | 10.77 | 11.22 | -5.53 | 31.60 | 27.79 |
| Sharpe Ratio | NA | 0.94 | 0.52 | 0.22 | NA | NA | NA | … | … | 0.38 | 0.27 | 0.51 | 0.52 | -0.32 | 1.67 | 6.06 |
| Standard Deviation(%) | NA | 14.33 | 15.95 | 17.43 | NA | NA | NA | … | … | 14.82 | 19.34 | 13.91 | 14.71 | 21.63 | 18.90 | 27.48 |
| Draw Down(%) | NA | 9.48 | 20.35 | 20.35 | NA | NA | NA | … | … | 9.48 | 20.26 | 7.14 | 11.70 | 17.05 | 9.52 | 5.95 |
| Yield(%) | 0.00 | 1.11 | 0.77 | 0.78 | 0.64 | 0.43 | 0.32 | … | … | 0.00 | 1.08 | 0.25 | 0.74 | 0.64 | 1.28 | 0.08 |
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 |
|---|---|---|---|---|
| VESMX (VELA Small Cap Fund Class I) |
3.60%
Mar 2022 – Mar 2025 |
6.26%
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 |
|---|---|---|---|---|
| VESMX (VELA Small Cap Fund Class I) |
12.03%
May 2023 – May 2026 |
11.70%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart