Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNVCX (VAUGHAN NELSON VALUE OPPORTUNITY FUND CLASS C) | 5.21% | 13.40% | 14.76% | 8.09% | 2.98% | 7.67% | NA | 8.55% |
Data as of 07/14/2025, AR inception is 11/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNVCX (VAUGHAN NELSON VALUE OPPORTUNITY FUND CLASS C) | 11/03/2008 | 07/14/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 13.40 | 14.76 | 8.09 | 2.98 | 7.67 | NA | 8.55 | 5.21 | 3.34 | 15.38 | -13.75 | 2.14 | -4.32 | 29.26 | -16.84 | 12.11 | 5.02 | -4.39 | 10.12 | 40.12 | 15.10 | -3.48 | 18.64 | 30.01 | -3.31 |
| Sharpe Ratio | NA | 0.55 | 0.59 | 0.31 | 0.08 | NA | NA | 0.34 | 0.30 | -0.15 | 0.83 | -0.70 | 0.10 | -0.11 | 2.37 | -1.12 | 1.23 | 0.29 | -0.28 | 0.73 | 2.96 | 1.01 | -0.13 | 0.86 | 1.03 | -0.31 |
| Standard Deviation(%) | NA | 21.73 | 17.90 | 20.07 | 21.14 | NA | NA | 21.64 | 23.37 | 21.27 | 13.56 | 21.84 | 22.14 | 42.48 | 11.75 | 16.29 | 9.38 | 16.75 | 15.91 | 13.81 | 13.55 | 15.03 | 27.69 | 21.61 | 28.95 | 61.69 |
| Draw Down(%) | NA | 23.37 | 23.37 | 33.80 | 42.86 | NA | NA | 42.86 | 21.71 | 19.79 | 11.18 | 22.27 | 16.24 | 42.86 | 4.85 | 25.52 | 4.80 | 16.70 | 15.28 | 12.46 | 5.82 | 12.22 | 26.98 | 19.47 | 25.10 | 25.76 |
| Yield(%) | 0.00 | 17.37 | 7.73 | 4.53 | 3.09 | 5.94 | 5.47 | 6.83 | 4.45 | 14.49 | 0.00 | 0.00 | 0.01 | 0.00 | 1.07 | 6.97 | 1.89 | 2.98 | 2.29 | 7.93 | 7.60 | 3.20 | 3.54 | 0.55 | 0.78 | 0.20 |
Data as of 07/14/2025, AR inception is 11/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNVCX (VAUGHAN NELSON VALUE OPPORTUNITY FUND CLASS C) |
-6.55%
Sep 2019 - Sep 2022 |
-4.09%
Mar 2015 - Mar 2020 |
1.38%
Oct 2013 - Oct 2023 |
5.87%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNVCX (VAUGHAN NELSON VALUE OPPORTUNITY FUND CLASS C) |
24.44%
Feb 2009 - Feb 2012 |
23.80%
Feb 2009 - Feb 2014 |
12.69%
Feb 2009 - Feb 2019 |
9.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart