Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLEQX (VILLERE EQUITY FUND INVESTOR CLASS) | 3.53% | 2.96% | 3.28% | -2.62% | 3.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLEQX (VILLERE EQUITY FUND INVESTOR CLASS) | 06/03/2013 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 2.96 | 3.28 | -2.62 | 3.39 | NA | NA | … | … | 3.53 | 0.72 | 1.50 | 11.37 | -24.50 | 5.80 | 14.77 | 24.50 | -6.98 | 7.34 | 10.48 | -11.19 | -6.28 | 15.30 |
| Sharpe Ratio | NA | 0.22 | 0.09 | -0.26 | 0.11 | NA | NA | … | … | 0.79 | -0.13 | -0.16 | 0.46 | -0.87 | 0.33 | 0.46 | 1.69 | -0.50 | 0.65 | 0.59 | -0.73 | -0.44 | 2.28 |
| Standard Deviation(%) | NA | 11.32 | 14.42 | 19.14 | 19.20 | NA | NA | … | … | 11.63 | 16.73 | 13.04 | 16.87 | 29.89 | 17.54 | 31.55 | 13.59 | 16.64 | 10.38 | 17.46 | 15.47 | 14.42 | 12.09 |
| Draw Down(%) | NA | 8.09 | 19.24 | 33.46 | 35.60 | NA | NA | … | … | 6.74 | 16.65 | 6.88 | 19.24 | 30.06 | 11.09 | 35.60 | 9.08 | 24.79 | 7.63 | 13.28 | 18.85 | 15.16 | 4.47 |
| Yield(%) | 0.00 | 0.53 | 1.86 | 2.68 | 2.28 | 1.73 | 1.30 | … | … | 0.00 | 0.53 | 0.40 | 4.93 | 2.10 | 8.16 | 0.82 | 0.22 | 0.31 | 0.00 | 0.12 | 1.54 | 1.70 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLEQX (VILLERE EQUITY FUND INVESTOR CLASS) |
-6.64%
Apr 2021 – Apr 2024 |
-2.91%
Mar 2021 – Mar 2026 |
0.43%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLEQX (VILLERE EQUITY FUND INVESTOR CLASS) |
14.77%
Dec 2018 – Dec 2021 |
11.56%
Feb 2016 – Feb 2021 |
4.77%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart