VVPLX vs. VVPSX
VVPLX (Vulcan Value Partners Fund) and VVPSX (Vulcan Value Partners Small Cap Fund) are both mutual funds - VVPLX is a Large Cap Blend Equities fund managed by Vulcan Value Partners, while VVPSX is a Small Cap Blend Equities fund managed by Vulcan Value Partners. Over the past 10 years, VVPLX returned 9.78%/yr vs 4.67%/yr for VVPSX. Their correlation of 0.81 means they have usually moved in the same direction. VVPLX charges 1.06%/yr vs 1.25%/yr for VVPSX.
Performance
VVPLX vs. VVPSX - Performance Comparison
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Returns By Period
In the year-to-date period, VVPLX achieves a 2.11% return, which is significantly lower than VVPSX's 11.31% return. Over the past 10 years, VVPLX has outperformed VVPSX with an annualized return of 9.78%, while VVPSX has yielded a comparatively lower 4.67% annualized return.
VVPLX
- 1D
- -0.83%
- 1M
- 3.55%
- 6M
- 5.42%
- YTD
- 2.11%
- 1Y
- 5.57%
- 3Y*
- 12.11%
- 5Y*
- 2.56%
- 10Y*
- 9.78%
- ALL TIME*
- 9.54%
VVPSX
- 1D
- -0.64%
- 1M
- 3.17%
- 6M
- 7.70%
- YTD
- 11.31%
- 1Y
- 17.30%
- 3Y*
- 5.38%
- 5Y*
- -3.06%
- 10Y*
- 4.67%
- ALL TIME*
- 6.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VVPLX vs. VVPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | 2.11% | 7.48% | 17.50% | 41.77% | -38.08% | 21.61% | 11.60% | 44.43% | -7.83% | 16.74% |
VVPSX Vulcan Value Partners Small Cap Fund | 11.31% | 8.87% | -1.40% | 19.75% | -45.18% | 45.53% | -3.33% | 35.94% | -14.51% | 11.42% |
Correlation
The correlation between VVPLX and VVPSX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 2009 | 0.81 |
The correlation between VVPLX and VVPSX has been stable across timeframes, ranging from 0.75 to 0.83 - a consistent structural relationship.
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Return for Risk
VVPLX vs. VVPSX — Risk / Return Rank
VVPLX
VVPSX
VVPLX vs. VVPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vulcan Value Partners Fund (VVPLX) and Vulcan Value Partners Small Cap Fund (VVPSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VVPLX | VVPSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.15 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | 0.88 | -0.76 |
| Martin ratioReturn relative to average drawdown | 0.29 | 2.23 | -1.94 |
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Drawdowns
VVPLX vs. VVPSX - Drawdown Comparison
The maximum VVPLX drawdown since its inception was -47.95%, smaller than the maximum VVPSX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for VVPLX and VVPSX.
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Drawdown Indicators
| VVPLX | VVPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.95% | -55.43% | +7.48% |
Max Drawdown (1Y)Largest decline over 1 year | -20.19% | -16.65% | -3.54% |
Max Drawdown (3Y)Largest decline over 3 years | -20.19% | -24.84% | +4.65% |
Max Drawdown (5Y)Largest decline over 5 years | -47.95% | -55.43% | +7.48% |
Max Drawdown (10Y)Largest decline over 10 years | -47.95% | -55.43% | +7.48% |
Current DrawdownCurrent decline from peak | -1.88% | -29.04% | +27.16% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -16.39% | +7.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.65% | 6.60% | +2.05% |
Volatility
VVPLX vs. VVPSX - Volatility Comparison
Vulcan Value Partners Fund (VVPLX) has a higher volatility of 6.98% compared to Vulcan Value Partners Small Cap Fund (VVPSX) at 5.34%. This indicates that VVPLX's price experiences larger fluctuations and is considered to be riskier than VVPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VVPLX | VVPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 5.34% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 14.77% | 13.75% | +1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 18.09% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 22.42% | +0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.20% | 23.64% | -1.44% |
VVPLX vs. VVPSX - Expense Ratio Comparison
VVPLX has a 1.06% expense ratio, which is lower than VVPSX's 1.25% expense ratio.
Dividends
VVPLX vs. VVPSX - Dividend Comparison
VVPLX's dividend yield for the trailing twelve months is around 5.73%, more than VVPSX's 2.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | 5.73% | 5.85% | 0.19% | 0.05% | 5.95% | 11.33% | 3.54% | 4.37% | 8.90% | 1.69% | 1.31% |
VVPSX Vulcan Value Partners Small Cap Fund | 2.14% | 2.38% | 1.17% | 0.35% | 14.10% | 22.85% | 0.09% | 4.60% | 18.92% | 6.38% | 0.32% |
Frequently Asked Questions
VVPLX and VVPSX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VVPLX has higher volatility (6.98%) compared to VVPSX (5.34%). In terms of maximum drawdown, VVPLX dropped -47.95% vs VVPSX's -55.43%.
VVPSX currently has the higher Sharpe Ratio (0.82 vs 0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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