PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Villere Equity Fund (VLEQX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Aug 4, 2026

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in common stocks of approximately 20 to 30 companies, but may also invest in preferred stocks, rights and warrants, and may occasionally invest in initial public offerings of companies. The fund may invest up to 10% of its assets in foreign securities through American Depositary Receipts ("ADRs").

Sharpe ratio is not yet available for VLEQX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Villere Equity Fund's Sharpe Ratio with other mutual funds in the Mid Cap Growth Equities category across multiple time periods, showing how VLEQX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VHCOXVanguard Capital Opportunity Fund Investor Shares2.08
POAGXPRIMECAP Odyssey Aggressive Growth Fund1.86
MGOYXVictory Munder Mid-Cap Core Growth Fund1.68
NEEIXNeedham Growth Fund Institutional Class1.58
TAAGXTimothy Plan Aggressive Growth Fund1.57
NEEGXNeedham Growth Fund1.55
USMIXUSAA Extended Market Index Fund1.53
ETILXEventide Gilead Class I1.40
ETGLXEventide Gilead Fund1.39
TGFRXTanaka Growth Fund1.25
VLEQXVillere Equity Fund—
Benchmark

Compare this symbol against anything

Time Period

How much price history to include in the calculation

Historical Sharpe Ratio

The chart shows VLEQX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when VLEQX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

Loading charts...

Sharpe Ratio Calculator

How does VLEQX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

Analyze Your Portfolio