Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVKX (Vaughan Nelson Emerging Markets Opportunities Fund Investor Class) | 10.12% | 42.79% | 19.37% | 8.42% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVKX (Vaughan Nelson Emerging Markets Opportunities Fund Investor Class) | 12/03/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.72 | 42.79 | 19.37 | 8.42 | NA | NA | NA | … | … | 10.12 | 45.25 | -2.71 | 16.01 | -11.96 | 9.56 | 10.56 | 7.18 |
| Sharpe Ratio | NA | 2.07 | 0.93 | 0.37 | NA | NA | NA | … | … | 1.03 | 2.17 | -0.42 | 1.07 | -0.82 | 0.75 | 0.38 | 22.94 |
| Standard Deviation(%) | NA | 19.44 | 17.40 | 16.18 | NA | NA | NA | … | … | 22.16 | 19.66 | 15.24 | 11.68 | 16.29 | 12.76 | 27.10 | 6.53 |
| Draw Down(%) | NA | 11.41 | 14.88 | 25.02 | NA | NA | NA | … | … | 11.41 | 14.88 | 12.34 | 12.24 | 20.47 | 9.49 | 40.24 | 0.46 |
| Yield(%) | 0.00 | 12.45 | 5.22 | 3.09 | 2.46 | 1.64 | 1.23 | … | … | 0.00 | 14.01 | 0.00 | 1.04 | 0.88 | 1.31 | 1.32 | 2.76 |
Data as of 06/05/2026, Common starting date is 12/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVKX (Vaughan Nelson Emerging Markets Opportunities Fund Investor Class) |
-1.88%
Aug 2021 – Aug 2024 |
5.37%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVKX (Vaughan Nelson Emerging Markets Opportunities Fund Investor Class) |
22.51%
Feb 2023 – Feb 2026 |
13.12%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart