Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VMALX 2.83% 9.46% NA NA NA NA NA
Data as of 06/08/2026, Common starting date is 02/14/2025
More Performance Analytics Comparison
Name Start Date End Date
VMALX 02/14/2025 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.10 9.46 NA NA NA NA NA 2.83 7.48
Sharpe Ratio NA 3.61 NA NA NA NA NA 1.94 1.74
Standard Deviation(%) NA 1.98 NA NA NA NA NA 2.42 3.30
Draw Down(%) NA 2.09 NA NA NA NA NA 2.09 3.90
Yield(%) 0.00 6.99 2.95 1.77 0.89 0.59 0.44 2.79 6.03
Data as of 06/08/2026, Common starting date is 02/14/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VMALX (VMALX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VMALX (VMALX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return