VESMX vs. VSMAX

In the year-to-date period, VESMX achieves a -4.18% return, which is significantly higher than VSMAX's -4.67% return.

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VESMX has a 1.20% expense ratio, which is higher than VSMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for VELA Small Cap Fund (VESMX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current VESMX Sharpe Ratio is -0.14, which is lower than the VSMAX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of VESMX and VSMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VESMX's dividend yield for the trailing twelve months is around 0.23%, less than VSMAX's 1.48% yield.

The maximum VESMX drawdown since its inception was -20.35%, smaller than the maximum VSMAX drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for VESMX and VSMAX.

The current volatility for VELA Small Cap Fund (VESMX) is 5.82%, while Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) has a volatility of 6.28%. This indicates that VESMX experiences smaller price fluctuations and is considered to be less risky than VSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.