Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VVPSX (VULCAN VALUE PARTNERS SMALL CAP FUND VULCAN VALUE PARTNERS SMALL CAP FUND) | 1.10% | -0.40% | -4.65% | 2.52% | -0.85% | 4.31% | NA | 5.53% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVPSX (VULCAN VALUE PARTNERS SMALL CAP FUND VULCAN VALUE PARTNERS SMALL CAP FUND) | 12/31/2009 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 12/31/2009.
AR inception is since 12/31/2009.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.38 | -0.40 | -4.65 | 2.52 | -0.85 | 4.31 | NA | 5.53 | 1.10 | -1.40 | 19.75 | -51.92 | 18.51 | -3.33 | 35.87 | -14.47 | 11.42 | 18.82 | -5.39 | 1.92 | 39.97 | 25.10 | 1.76 | 28.96 | 0.00 |
| Sharpe Ratio | NA | -0.52 | -0.42 | -0.13 | -0.12 | NA | NA | 0.18 | -0.49 | -0.50 | 0.81 | -1.51 | 0.63 | -0.07 | 2.17 | -1.09 | 1.21 | 1.11 | -0.38 | 0.15 | 3.46 | 1.79 | 0.07 | 1.49 | NA |
| Standard Deviation(%) | NA | 19.18 | 23.75 | 27.29 | 24.96 | NA | NA | 22.59 | 23.81 | 15.84 | 19.40 | 35.47 | 29.36 | 47.88 | 15.91 | 14.57 | 8.95 | 16.74 | 14.41 | 12.82 | 11.55 | 14.11 | 25.84 | 19.41 | 0.00 |
| Draw Down(%) | NA | 24.84 | 35.94 | 66.32 | 66.32 | NA | NA | 66.32 | 19.76 | 10.88 | 23.27 | 53.12 | 30.93 | 52.29 | 10.53 | 22.82 | 6.61 | 10.61 | 14.14 | 9.60 | 4.83 | 9.02 | 24.33 | 16.78 | 0.00 |
| Yield(%) | 0.00 | 1.14 | 0.43 | 0.37 | 3.30 | 5.85 | 5.22 | 6.96 | 0.00 | 1.15 | 0.41 | 0.00 | 0.00 | 0.09 | 5.96 | 13.68 | 6.65 | 0.38 | 6.15 | 10.36 | 6.52 | 1.24 | 5.82 | 3.41 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVPSX (VULCAN VALUE PARTNERS SMALL CAP FUND VULCAN VALUE PARTNERS SMALL CAP FUND) |
-23.29%
Oct 2021 - Oct 2024 |
-8.53%
Dec 2017 - Dec 2022 |
-1.54%
Oct 2013 - Oct 2023 |
3.97%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVPSX (VULCAN VALUE PARTNERS SMALL CAP FUND VULCAN VALUE PARTNERS SMALL CAP FUND) |
24.64%
Sep 2011 - Sep 2014 |
19.04%
Feb 2010 - Feb 2015 |
15.72%
Sep 2011 - Sep 2021 |
5.93%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart