Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVPSX (VULCAN VALUE PARTNERS SMALL CAP FUND VULCAN VALUE PARTNERS SMALL CAP FUND) | -1.04% | 7.56% | 4.61% | -11.94% | 0.22% | 4.06% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/31/2009
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 | 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 (%) | -1.35 | 7.56 | 4.61 | -11.94 | 0.22 | 4.06 | NA | … | … | -1.04 | 7.28 | -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 | 0.39 | 0.15 | -0.56 | -0.04 | NA | NA | … | … | -0.08 | 0.22 | -0.32 | 0.84 | -1.51 | 0.63 | -0.07 | 2.16 | -1.09 | 1.21 | 1.11 | -0.38 | 0.15 | 3.46 | 1.79 | 0.07 | 1.49 | NA |
| Standard Deviation(%) | NA | 17.87 | 18.54 | 24.71 | 25.11 | NA | NA | … | … | 19.20 | 20.11 | 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 | 16.65 | 24.84 | 66.32 | 66.32 | NA | NA | … | … | 16.65 | 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 | 2.53 | 1.41 | 0.39 | 3.20 | 5.43 | 5.37 | … | … | 0.00 | 2.54 | 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 |
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 |
|---|---|---|---|---|
| VVPSX (VULCAN VALUE PARTNERS SMALL CAP FUND VULCAN VALUE PARTNERS SMALL CAP FUND) |
-23.29%
Oct 2021 – Oct 2024 |
-11.34%
May 2021 – May 2026 |
-1.54%
Oct 2013 – Oct 2023 |
3.12%
Mar 2011 – Mar 2026 |
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