PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Villere Equity Fund (VLEQX) Sortino 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").

Sortino 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 Sortino 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 Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
VHCOXVanguard Capital Opportunity Fund Investor Shares2.87
POAGXPRIMECAP Odyssey Aggressive Growth Fund2.58
MGOYXVictory Munder Mid-Cap Core Growth Fund2.43
USMIXUSAA Extended Market Index Fund2.25
TAAGXTimothy Plan Aggressive Growth Fund2.12
NEEIXNeedham Growth Fund Institutional Class2.08
NEEGXNeedham Growth Fund2.06
ETILXEventide Gilead Class I2.01
ETGLXEventide Gilead Fund1.99
LSMIXLoomis Sayles Small/Mid Cap Growth Fund1.93
VLEQXVillere Equity Fund—
Benchmark

Compare this symbol against anything

Time Period

How much price history to include in the calculation

Historical Sortino Ratio

The chart shows VLEQX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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...

Sortino Ratio Calculator

IHow does VLEQX fit in your portfolio?

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

Analyze Your Portfolio