Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VNSAX (VAUGHAN NELSON SELECT FUND CLASS A) | 8.56% | 23.21% | 13.45% | 10.56% | 13.53% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNSAX (VAUGHAN NELSON SELECT FUND CLASS A) | 07/02/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 23.21 | 13.45 | 10.56 | 13.53 | NA | NA | … | … | 8.56 | 13.44 | 9.84 | 21.97 | -16.86 | 39.41 | 18.28 | 27.51 | -4.97 | 23.52 | 6.72 | 2.47 | 10.48 | 43.12 | 5.64 |
| Sharpe Ratio | NA | 1.56 | 0.64 | 0.47 | 0.67 | NA | NA | … | … | 1.24 | 0.56 | 0.41 | 1.49 | -0.80 | 2.61 | 0.56 | 2.15 | -0.38 | 3.20 | 0.47 | 0.15 | 0.80 | 3.52 | 0.96 |
| Standard Deviation(%) | NA | 13.68 | 15.90 | 17.12 | 17.83 | NA | NA | … | … | 15.68 | 18.90 | 15.09 | 12.38 | 22.85 | 15.08 | 32.22 | 12.11 | 16.66 | 7.17 | 13.71 | 15.92 | 13.16 | 12.24 | 12.26 |
| Draw Down(%) | NA | 11.84 | 20.66 | 24.10 | 33.15 | NA | NA | … | … | 11.84 | 20.66 | 9.48 | 12.49 | 23.08 | 6.70 | 33.15 | 5.67 | 21.37 | 3.47 | 11.30 | 12.88 | 8.15 | 4.79 | 6.93 |
| Yield(%) | 0.00 | 9.79 | 3.87 | 8.51 | 10.61 | 11.91 | 8.93 | … | … | 0.00 | 9.74 | 0.00 | 0.00 | 0.82 | 37.85 | 7.61 | 9.68 | 8.84 | 9.42 | 1.78 | 2.08 | 3.31 | 13.81 | 1.94 |
Data as of 06/03/2026, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNSAX (VAUGHAN NELSON SELECT FUND CLASS A) |
2.67%
Mar 2022 – Mar 2025 |
4.65%
Mar 2015 – Mar 2020 |
10.65%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNSAX (VAUGHAN NELSON SELECT FUND CLASS A) |
28.11%
Dec 2018 – Dec 2021 |
19.80%
Dec 2016 – Dec 2021 |
14.25%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart