Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VNSYX (VAUGHAN NELSON SELECT FUND CLASS Y) | 5.13% | 16.95% | 12.42% | 9.83% | 13.39% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNSYX (VAUGHAN NELSON SELECT FUND CLASS Y) | 07/02/2012 | 06/10/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.27 | 16.95 | 12.42 | 9.83 | 13.39 | NA | NA | … | … | 5.13 | 5.11 | 10.09 | 22.23 | -16.64 | 39.78 | 18.57 | 27.84 | -4.74 | 23.79 | 6.94 | 2.81 | 10.76 | 43.39 | 5.87 |
| Sharpe Ratio | NA | 1.32 | 0.62 | 0.45 | 0.67 | NA | NA | … | … | 0.91 | 0.11 | 0.43 | 1.51 | -0.79 | 2.64 | 0.57 | 2.17 | -0.37 | 3.25 | 0.49 | 0.17 | 0.82 | 3.55 | 0.99 |
| Standard Deviation(%) | NA | 14.03 | 16.00 | 17.17 | 17.87 | NA | NA | … | … | 16.09 | 20.70 | 15.14 | 12.39 | 22.85 | 15.06 | 32.28 | 12.14 | 16.69 | 7.15 | 13.77 | 15.91 | 13.17 | 12.23 | 12.32 |
| Draw Down(%) | NA | 11.85 | 20.65 | 23.91 | 33.15 | NA | NA | … | … | 11.85 | 20.65 | 9.46 | 12.45 | 22.92 | 6.73 | 33.15 | 5.70 | 21.32 | 3.45 | 11.32 | 12.83 | 7.99 | 4.78 | 6.93 |
| Yield(%) | 0.00 | 9.49 | 3.89 | 8.44 | 10.73 | 12.17 | 9.13 | … | … | 0.00 | 9.66 | 0.00 | 0.17 | 0.98 | 37.80 | 7.83 | 9.95 | 9.06 | 9.69 | 2.03 | 2.28 | 3.37 | 13.99 | 2.17 |
Data as of 06/10/2026, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNSYX (VAUGHAN NELSON SELECT FUND CLASS Y) |
2.93%
Mar 2022 – Mar 2025 |
4.92%
Mar 2015 – Mar 2020 |
10.92%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNSYX (VAUGHAN NELSON SELECT FUND CLASS Y) |
28.44%
Dec 2018 – Dec 2021 |
20.10%
Dec 2016 – Dec 2021 |
14.54%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart