Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIOIX (VELA Income Opportunities Fund - Class I Shares) | 3.71% | 8.54% | 6.20% | NA | NA | NA | NA | 2.95% |
Data as of 07/11/2025, AR inception is 03/31/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIOIX (VELA Income Opportunities Fund - Class I Shares) | 03/31/2022 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.54 | 6.20 | NA | NA | NA | NA | 2.95 | 3.71 | 8.31 | 4.58 | -7.13 |
| Sharpe Ratio | NA | 0.75 | 0.24 | NA | NA | NA | NA | -0.02 | 0.57 | 0.67 | 0.08 | -0.58 |
| Standard Deviation(%) | NA | 8.71 | 11.43 | NA | NA | NA | NA | 12.42 | 9.84 | 6.95 | 11.16 | 19.35 |
| Draw Down(%) | NA | 8.62 | 15.47 | NA | NA | NA | NA | 19.13 | 8.62 | 4.02 | 12.21 | 19.13 |
| Yield(%) | 0.00 | 4.55 | 3.66 | 2.05 | 1.02 | 0.68 | 0.51 | 3.41 | 1.57 | 4.75 | 3.10 | 1.51 |
Data as of 07/11/2025, AR inception is 03/31/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOIX (VELA Income Opportunities Fund - Class I Shares) |
2.37%
Apr 2022 - Apr 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 |
|---|---|---|---|---|
| VIOIX (VELA Income Opportunities Fund - Class I Shares) |
5.92%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart