VVPLX vs. VVPSX
Compare and contrast key facts about Vulcan Value Partners Fund (VVPLX) and Vulcan Value Partners Small Cap Fund (VVPSX).
VVPLX is managed by Vulcan Value Partners. It was launched on Dec 30, 2009. VVPSX is managed by Vulcan Value Partners. It was launched on Dec 30, 2009.
Performance
VVPLX vs. VVPSX - Performance Comparison
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VVPLX vs. VVPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | -15.88% | 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 | -9.95% | 8.87% | -1.40% | 19.75% | -45.18% | 45.53% | -3.33% | 35.94% | -14.51% | 11.42% |
Returns By Period
In the year-to-date period, VVPLX achieves a -15.88% return, which is significantly lower than VVPSX's -9.95% return. Over the past 10 years, VVPLX has outperformed VVPSX with an annualized return of 7.72%, while VVPSX has yielded a comparatively lower 2.87% annualized return.
VVPLX
- 1D
- 1.29%
- 1M
- -8.43%
- YTD
- -15.88%
- 6M
- -17.34%
- 1Y
- -7.48%
- 3Y*
- 9.74%
- 5Y*
- 1.19%
- 10Y*
- 7.72%
VVPSX
- 1D
- -0.44%
- 1M
- -14.38%
- YTD
- -9.95%
- 6M
- -7.23%
- 1Y
- 3.09%
- 3Y*
- 2.34%
- 5Y*
- -5.22%
- 10Y*
- 2.87%
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VVPLX vs. VVPSX - Expense Ratio Comparison
VVPLX has a 1.06% expense ratio, which is lower than VVPSX's 1.25% expense ratio.
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.
| VVPLX | VVPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.38 | 0.11 | -0.50 |
Sortino ratioReturn per unit of downside risk | -0.41 | 0.31 | -0.72 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.04 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | 0.06 | -0.51 |
Martin ratioReturn relative to average drawdown | -1.41 | 0.19 | -1.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VVPLX | VVPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.38 | 0.11 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | -0.23 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.12 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.27 | +0.16 |
Correlation
The correlation between VVPLX and VVPSX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VVPLX vs. VVPSX - Dividend Comparison
VVPLX's dividend yield for the trailing twelve months is around 6.96%, more than VVPSX's 2.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | 6.96% | 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 | 2.64% | 2.38% | 1.17% | 0.35% | 14.10% | 22.85% | 0.09% | 4.60% | 18.92% | 6.38% | 0.32% |
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 (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 | -19.16% | -42.59% | +23.43% |
Average DrawdownAverage peak-to-trough decline | -9.25% | -16.00% | +6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 5.31% | +1.05% |
Volatility
VVPLX vs. VVPSX - Volatility Comparison
Vulcan Value Partners Fund (VVPLX) and Vulcan Value Partners Small Cap Fund (VVPSX) have volatilities of 4.94% and 5.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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 | 4.94% | 5.20% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 12.14% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.49% | 20.24% | -0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.63% | 22.36% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 23.61% | -1.48% |