It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
VVPLX: VULCAN VALUE PARTNERS FUND VULCAN VALUE PARTNERS FUND (MUTUAL FUND)
Basic Info 26.49 0.22(0.82%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 12/31/2009 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 5.87% |
| Expenses | 1.06% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | -5.5 | -0.1 | 12.3 | -1.5 | 6.9 | 8.9 | 8.9 | 7.5 | 17.5 | 41.8 | -41.5 | 9.5 | 7.8 | 44.4 | -7.8 | 16.8 | 11.5 | -9.6 | 13.7 | 36.3 | 24.4 | 4.0 | 10.9 | 0.0 |
| Sharpe Ratio | NA | -0.75 | -0.16 | 0.54 | -0.17 | 0.23 | NA | 0.39 | 0.25 | 0.96 | 2.3 | -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 |
| Draw Down(%) | NA | 19.5 | 20.2 | 20.2 | 53.1 | 53.1 | NA | 53.1 | 17.4 | 8.2 | 12.6 | 44.0 | 21.2 | 41.1 | 8.7 | 22.7 | 4.6 | 10.9 | 15.4 | 8.2 | 6.3 | 9.0 | 16.5 | 15.2 | 0.0 |
| Standard Deviation(%) | NA | 19.6 | 16.9 | 16.7 | 23.4 | 22.7 | NA | 20.3 | 18.7 | 14.5 | 16.7 | 37.9 | 20.8 | 38.8 | 15.7 | 17.6 | 7.9 | 17.4 | 15.0 | 11.8 | 11.5 | 13.4 | 22.8 | 16.1 | 0.0 |
| Treynor Ratio | NA | -0.22 | -0.05 | 0.15 | -0.05 | 0.07 | NA | 0.1 | 0.08 | 0.23 | 0.48 | -0.44 | 0.13 | 0.08 | 0.65 | -0.12 | 0.24 | 0.12 | -0.12 | 0.18 | 0.41 | 0.28 | 0.05 | 0.13 | 1.0 |
| Alpha | NA | -0.05 | -0.03 | 0.0 | -0.03 | -0.02 | NA | -0.01 | -0.01 | -0.01 | 0.02 | -0.02 | 0.0 | -0.13 | 0.05 | -0.04 | -0.01 | 0.05 | -0.07 | 0.01 | 0.02 | 0.03 | 0.02 | 0.01 | NA |
| Beta | NA | 0.67 | 0.58 | 0.61 | 0.81 | 0.81 | NA | 0.81 | 0.57 | 0.6 | 0.8 | 0.98 | 0.71 | 0.89 | 0.66 | 0.76 | 0.67 | 0.95 | 0.83 | 0.75 | 0.89 | 0.87 | 0.83 | 0.81 | NA |
| RSquared | NA | 0.43 | 0.34 | 0.59 | 0.73 | 0.71 | NA | 0.74 | 0.58 | 0.64 | 0.82 | 0.91 | 0.55 | 0.69 | 0.59 | 0.81 | 0.53 | 0.66 | 0.81 | 0.75 | 0.87 | 0.89 | 0.93 | 0.93 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 6.0 | 7.5 | 1.9 | 1.5 | 7.6 | 6.8 | 3.9 | 2.1 | 0.9 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 2935.2 | 390.9 | N/A | N/A | -100.0 | -99.6 | -32.1 | 348.4 | 48.5 | -84.3 | 21.8 | 121.5 | 127.3 | 146.9 | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to VVPLX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
