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VVPSX: VULCAN VALUE PARTNERS SMALL CAP FUND VULCAN VALUE PARTNERS SMALL CAP FUND (MUTUAL FUND)
Basic Info 12.39 0.04(0.32%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 12/31/2009 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 2.54% |
| Expenses | 1.00% |
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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(%) | -1.7 | -1.4 | 7.7 | 4.5 | -12.0 | 0.3 | 4.0 | 5.4 | 7.3 | -1.4 | 19.7 | -51.9 | 18.5 | -3.3 | 35.9 | -14.5 | 11.4 | 18.8 | -5.4 | 1.9 | 40.0 | 25.1 | 1.8 | 29.0 | 0.0 |
| Sharpe Ratio | NA | -0.3 | 0.28 | 0.07 | -0.59 | -0.05 | NA | 0.2 | 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 |
| Draw Down(%) | NA | 16.7 | 16.7 | 24.8 | 66.3 | 66.3 | NA | 66.3 | 19.8 | 10.9 | 23.3 | 53.1 | 30.9 | 52.3 | 10.5 | 22.8 | 6.6 | 10.6 | 14.1 | 9.6 | 4.8 | 9.0 | 24.3 | 16.8 | 0.0 |
| Standard Deviation(%) | NA | 19.0 | 17.9 | 18.4 | 24.7 | 25.1 | NA | 22.3 | 20.1 | 15.8 | 19.4 | 35.5 | 29.4 | 47.9 | 15.9 | 14.6 | 8.9 | 16.7 | 14.4 | 12.8 | 11.5 | 14.1 | 25.8 | 19.4 | 0.0 |
| Treynor Ratio | NA | -0.07 | 0.06 | 0.01 | -0.15 | -0.01 | NA | 0.05 | 0.06 | -0.06 | 0.17 | -0.48 | 0.2 | -0.03 | 0.37 | -0.21 | 0.14 | 0.21 | -0.07 | 0.03 | 0.53 | 0.31 | 0.02 | 0.37 | 1.0 |
| Alpha | NA | -0.1 | -0.05 | -0.04 | -0.07 | -0.04 | NA | -0.02 | -0.01 | -0.05 | 0.01 | -0.2 | 0.02 | -0.08 | 0.03 | -0.03 | 0.0 | 0.01 | -0.01 | -0.01 | 0.04 | 0.04 | 0.01 | 0.02 | NA |
| Beta | NA | 0.84 | 0.88 | 0.86 | 0.95 | 0.96 | NA | 0.9 | 0.81 | 0.83 | 0.94 | 1.11 | 0.93 | 1.09 | 0.92 | 0.77 | 0.75 | 0.9 | 0.83 | 0.71 | 0.76 | 0.81 | 0.8 | 0.78 | NA |
| RSquared | NA | 0.61 | 0.66 | 0.76 | 0.65 | 0.69 | NA | 0.73 | 0.78 | 0.8 | 0.81 | 0.74 | 0.38 | 0.84 | 0.72 | 0.8 | 0.73 | 0.82 | 0.78 | 0.63 | 0.8 | 0.87 | 0.94 | 0.91 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 1.2 | 0.4 | 0.0 | 0.0 | 0.1 | 6.0 | 13.7 | 6.6 | 0.4 | 6.1 | 10.4 | 6.5 | 1.2 | 5.8 | 3.4 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 116.7 | 228.6 | N/A | N/A | -100.0 | -98.1 | -68.5 | 115.2 | 1986.7 | -94.5 | -45.8 | 104.9 | 558.8 | -79.7 | 112.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2009
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