VELA Funds Mutual Funds List
Here you can find all mutual funds issued by VELA Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.41%
- Avg. 1 Year Return
- 15.02%
- Avg. 5 Year Return
- 7.20%
- Median Risk/Return Score
- 19 / 100
VELA Funds Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VELA International Fund | Foreign Large Cap Equities | Sep 29, 2020 | 1.20% | 6.31% | — | 7.90% | 28 | ||||||||
| VELA Large Cap Plus Fund | Large Cap Blend Equities | Sep 29, 2020 | 1.84% | 0.35% | — | 7.07% | 13 | ||||||||
| VELA Small Cap Fund | Small Cap Value Equities | Sep 29, 2020 | 1.20% | 3.76% | — | 0.97% | 19 |
Explore top VELA Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best VELA Funds Mutual funds by Risk/Return Score
The top VELA Funds Mutual funds by PortfoliosLab Risk/Return Score are VEITX (28) and VESMX (19).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| VELA International Fund | 28 | — | Sep 2020 | |
| VELA Small Cap Fund | 19 | — | Sep 2020 | |
| VELA Large Cap Plus Fund | 13 | — | Sep 2020 |
Best-Performing VELA Funds Mutual funds Over 5 Years
The top VELA Funds Mutual funds is VEITX (7.78%).
Across the lineup, VELA Funds Mutual funds show an average 1-year return of 15.02% and an average 5-year return of 7.20%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| VELA International Fund | 7.78% | — | Sep 2020 | |
| VELA Large Cap Plus Fund | 7.64% | — | Sep 2020 | |
| VELA Small Cap Fund | 6.19% | — | Sep 2020 |
Lowest-Cost VELA Funds Mutual funds
The top VELA Funds Mutual funds is VEITX (1.20%).
With an average expense ratio of 1.41%, VELA Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| VELA International Fund | 1.20% | — | Sep 2020 | |
| VELA Small Cap Fund | 1.20% | — | Sep 2020 | |
| VELA Large Cap Plus Fund | 1.84% | — | Sep 2020 |
Highest-Yield VELA Funds Mutual funds
The top VELA Funds Mutual funds is VEITX (7.90%).
Across the lineup, VELA Funds Mutual funds show an average dividend yield of 5.31%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| VELA International Fund | 7.90% | — | Sep 2020 | |
| VELA Large Cap Plus Fund | 7.07% | — | Sep 2020 | |
| VELA Small Cap Fund | 0.97% | — | Sep 2020 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.