VVPSX vs. VVPLX
VVPSX (Vulcan Value Partners Small Cap Fund) and VVPLX (Vulcan Value Partners Fund) are both mutual funds - VVPSX is a Small Cap Blend Equities fund managed by Vulcan Value Partners, while VVPLX is a Large Cap Blend Equities fund managed by Vulcan Value Partners. Over the past 10 years, VVPSX returned 4.67%/yr vs 9.78%/yr for VVPLX. Their correlation of 0.81 means they have usually moved in the same direction. VVPSX charges 1.25%/yr vs 1.06%/yr for VVPLX.
Performance
VVPSX vs. VVPLX - Performance Comparison
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Returns By Period
In the year-to-date period, VVPSX achieves a 11.31% return, which is significantly higher than VVPLX's 2.11% return. Over the past 10 years, VVPSX has underperformed VVPLX with an annualized return of 4.67%, while VVPLX has yielded a comparatively higher 9.78% annualized return.
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%
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%
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 |
VVPSX vs. VVPLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Correlation
The correlation between VVPSX and VVPLX 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 VVPSX and VVPLX has been stable across timeframes, ranging from 0.75 to 0.83 - a consistent structural relationship.
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Return for Risk
VVPSX vs. VVPLX — Risk / Return Rank
VVPSX
VVPLX
VVPSX vs. VVPLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vulcan Value Partners Small Cap Fund (VVPSX) and Vulcan Value Partners Fund (VVPLX). 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.
| VVPSX | VVPLX | 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 | 1.15 | 1.04 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.12 | +0.76 |
| Martin ratioReturn relative to average drawdown | 2.23 | 0.29 | +1.94 |
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Drawdowns
VVPSX vs. VVPLX - Drawdown Comparison
The maximum VVPSX drawdown since its inception was -55.43%, which is greater than VVPLX's maximum drawdown of -47.95%. Use the drawdown chart below to compare losses from any high point for VVPSX and VVPLX.
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Drawdown Indicators
| VVPSX | VVPLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -47.95% | -7.48% |
Max Drawdown (1Y)Largest decline over 1 year | -16.65% | -20.19% | +3.54% |
Max Drawdown (3Y)Largest decline over 3 years | -24.84% | -20.19% | -4.65% |
Max Drawdown (5Y)Largest decline over 5 years | -55.43% | -47.95% | -7.48% |
Max Drawdown (10Y)Largest decline over 10 years | -55.43% | -47.95% | -7.48% |
Current DrawdownCurrent decline from peak | -29.04% | -1.88% | -27.16% |
Average DrawdownAverage peak-to-trough decline | -16.39% | -9.26% | -7.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.60% | 8.65% | -2.05% |
Volatility
VVPSX vs. VVPLX - Volatility Comparison
The current volatility for Vulcan Value Partners Small Cap Fund (VVPSX) is 5.34%, while Vulcan Value Partners Fund (VVPLX) has a volatility of 6.98%. This indicates that VVPSX experiences smaller price fluctuations and is considered to be less risky than VVPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VVPSX | VVPLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.98% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 13.75% | 14.77% | -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 | 22.42% | 22.98% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.64% | 22.20% | +1.44% |
VVPSX vs. VVPLX - Expense Ratio Comparison
VVPSX has a 1.25% expense ratio, which is higher than VVPLX's 1.06% expense ratio.
Dividends
VVPSX vs. VVPLX - Dividend Comparison
VVPSX's dividend yield for the trailing twelve months is around 2.14%, less than VVPLX's 5.73% 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
VVPSX and VVPLX 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, VVPSX dropped -55.43% vs VVPLX's -47.95%.
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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