Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVPLX (VULCAN VALUE PARTNERS FUND VULCAN VALUE PARTNERS FUND) | -4.68% | 0.41% | 12.65% | -1.38% | 6.88% | 9.00% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/31/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVPLX (VULCAN VALUE PARTNERS FUND VULCAN VALUE PARTNERS FUND) | 12/31/2009 | 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 0.41 | 12.65 | -1.38 | 6.88 | 9.00 | NA | … | … | -4.68 | 7.47 | 17.51 | 41.77 | -41.48 | 9.48 | 7.79 | 44.43 | -7.83 | 16.75 | 11.46 | -9.62 | 13.73 | 36.31 | 24.38 | 4.01 | 10.89 | 0.00 |
| Sharpe Ratio | NA | -0.06 | 0.60 | -0.16 | 0.24 | NA | NA | … | … | -0.69 | 0.25 | 0.96 | 2.30 | -1.14 | 0.45 | 0.19 | 2.73 | -0.52 | 2.04 | 0.65 | -0.64 | 1.17 | 3.17 | 1.83 | 0.17 | 0.67 | NA |
| Standard Deviation(%) | NA | 16.22 | 16.52 | 23.33 | 22.68 | NA | NA | … | … | 18.68 | 18.66 | 14.51 | 16.75 | 37.91 | 20.85 | 38.83 | 15.72 | 17.63 | 7.92 | 17.36 | 15.00 | 11.76 | 11.46 | 13.42 | 22.84 | 16.14 | 0.00 |
| Draw Down(%) | NA | 20.19 | 20.19 | 53.14 | 53.14 | NA | NA | … | … | 19.48 | 17.36 | 8.17 | 12.62 | 43.99 | 21.15 | 41.15 | 8.65 | 22.72 | 4.62 | 10.89 | 15.35 | 8.20 | 6.34 | 8.98 | 16.45 | 15.16 | 0.00 |
| Yield(%) | 0.00 | 5.82 | 2.86 | 1.12 | 2.87 | 5.09 | 4.30 | … | … | 0.00 | 5.97 | 0.23 | 0.07 | 0.00 | 0.00 | 0.02 | 6.02 | 7.51 | 1.91 | 1.45 | 7.63 | 6.76 | 3.88 | 2.11 | 0.89 | 0.49 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVPLX (VULCAN VALUE PARTNERS FUND VULCAN VALUE PARTNERS FUND) |
-11.61%
Dec 2019 – Dec 2022 |
-1.75%
Apr 2021 – Apr 2026 |
4.35%
Oct 2013 – Oct 2023 |
8.13%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVPLX (VULCAN VALUE PARTNERS FUND VULCAN VALUE PARTNERS FUND) |
26.69%
Sep 2011 – Sep 2014 |
19.01%
Jun 2010 – Jun 2015 |
16.02%
Sep 2011 – Sep 2021 |
10.81%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart