Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/28/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VVISX (Vulcan Value Partners Small Cap Fund Institutional Class Shares) | NA | 12.78% | 17.72% | 14.90% | NA | NA | NA | 2.95% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVISX (Vulcan Value Partners Small Cap Fund Institutional Class Shares) | 05/31/2007 | 10/28/2014 |
The return data shown below all have the same latest date: 10/28/2014.
AR inception is since 05/31/2007.
AR inception is since 05/31/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 12.78 | 17.72 | 14.90 | NA | NA | NA | 2.95 | 7.38 | 33.06 | 15.18 | 1.16 | 13.86 | 15.84 | -38.04 | -9.91 |
| Sharpe Ratio | NA | 1.22 | 1.37 | 0.90 | NA | NA | NA | 0.10 | 0.85 | 2.97 | 1.20 | 0.05 | 0.75 | 0.50 | -0.89 | -0.94 |
| Standard Deviation(%) | NA | 10.47 | 12.94 | 16.46 | NA | NA | NA | 24.64 | 10.64 | 11.13 | 12.72 | 24.07 | 18.45 | 31.73 | 43.68 | 20.24 |
| Draw Down(%) | NA | 7.58 | 10.30 | 20.92 | NA | NA | NA | 61.31 | 7.58 | 4.95 | 9.85 | 20.92 | 15.43 | 32.33 | 49.30 | 13.64 |
| Yield(%) | 0.00 | 2.53 | 3.16 | 3.12 | 0.95 | 0.64 | 0.48 | 1.36 | 1.79 | 2.80 | 3.01 | 2.60 | 2.04 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVISX (Vulcan Value Partners Small Cap Fund Institutional Class Shares) |
-14.48%
Jun 2007 - Jun 2010 |
-3.77%
Jun 2007 - Jun 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVISX (Vulcan Value Partners Small Cap Fund Institutional Class Shares) |
23.16%
Feb 2009 - Feb 2012 |
21.70%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart