Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNSYX (VAUGHAN NELSON SELECT FUND CLASS Y) | 7.52% | 12.93% | 11.08% | 13.53% | 11.94% | NA | NA | 14.12% |
Data as of 08/01/2025, AR inception is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNSYX (VAUGHAN NELSON SELECT FUND CLASS Y) | 07/02/2012 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 12.93 | 11.08 | 13.53 | 11.94 | NA | NA | 14.12 | 7.52 | 10.09 | 22.23 | -16.64 | 39.78 | 18.57 | 27.84 | -4.74 | 23.79 | 6.94 | 2.81 | 10.76 | 43.39 | 5.87 |
| Sharpe Ratio | NA | 0.52 | 0.55 | 0.69 | 0.59 | NA | NA | 0.77 | 0.58 | 0.43 | 1.51 | -0.79 | 2.64 | 0.57 | 2.17 | -0.37 | 3.25 | 0.49 | 0.17 | 0.82 | 3.55 | 0.99 |
| Standard Deviation(%) | NA | 20.36 | 17.38 | 17.61 | 18.12 | NA | NA | 17.00 | 22.60 | 15.14 | 12.39 | 22.85 | 15.06 | 32.28 | 12.14 | 16.69 | 7.15 | 13.77 | 15.91 | 13.17 | 12.23 | 12.32 |
| Draw Down(%) | NA | 20.65 | 20.65 | 23.91 | 33.15 | NA | NA | 33.15 | 20.65 | 9.46 | 12.45 | 22.92 | 6.73 | 33.15 | 5.70 | 21.32 | 3.45 | 11.32 | 12.83 | 7.99 | 4.78 | 6.93 |
| Yield(%) | 0.00 | 0.00 | 0.42 | 9.53 | 9.10 | 10.76 | 8.07 | 12.42 | 0.00 | 0.00 | 0.17 | 0.98 | 37.80 | 7.83 | 9.95 | 9.06 | 9.69 | 2.03 | 2.28 | 3.37 | 13.99 | 2.17 |
Data as of 08/01/2025, AR inception is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNSYX (VAUGHAN NELSON SELECT FUND CLASS Y) |
2.93%
Mar 2022 - Mar 2025 |
4.92%
Mar 2015 - Mar 2020 |
10.92%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNSYX (VAUGHAN NELSON SELECT FUND CLASS Y) |
28.44%
Dec 2018 - Dec 2021 |
20.10%
Dec 2016 - Dec 2021 |
14.54%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart