Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSCNX (Vaughan Nelson Small Cap Value Fund Clas) | 5.42% | 24.61% | 13.42% | 8.37% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSCNX (Vaughan Nelson Small Cap Value Fund Clas) | 05/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 24.61 | 13.42 | 8.37 | NA | NA | NA | … | … | 5.42 | 8.45 | 5.09 | 25.25 | -9.94 | 30.83 | 9.30 | 25.09 | -14.81 | 7.78 |
| Sharpe Ratio | NA | 1.39 | 0.55 | 0.30 | NA | NA | NA | … | … | 0.69 | 0.25 | 0.08 | 1.22 | -0.47 | 1.44 | 0.21 | 1.66 | -0.99 | 1.15 |
| Standard Deviation(%) | NA | 16.44 | 19.04 | 20.01 | NA | NA | NA | … | … | 16.58 | 22.34 | 18.25 | 17.81 | 24.06 | 21.39 | 42.45 | 14.26 | 16.40 | 9.69 |
| Draw Down(%) | NA | 10.12 | 24.85 | 24.85 | NA | NA | NA | … | … | 10.12 | 22.85 | 9.86 | 14.08 | 18.41 | 10.21 | 40.94 | 7.81 | 25.05 | 5.11 |
| Yield(%) | 0.00 | 6.38 | 3.26 | 6.03 | 6.12 | 4.08 | 3.06 | … | … | 0.00 | 6.09 | 1.62 | 0.61 | 4.93 | 22.45 | 0.84 | 1.23 | 18.07 | 8.22 |
Data as of 06/03/2026, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCNX (Vaughan Nelson Small Cap Value Fund Clas) |
-2.24%
Oct 2017 – Oct 2020 |
5.62%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCNX (Vaughan Nelson Small Cap Value Fund Clas) |
25.54%
Mar 2020 – Mar 2023 |
18.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart