Vulcan Value Partners Institutional (VVILX)

16.35 -0.25 (-1.51%) USD  |  Sep 30 2022

VVILX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of September 30, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Vulcan Value Partners Institutional
--
--
--
--
--
--
--
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11.89%
21.76%
-42.65%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-23.87%
GuideStone Funds Growth Equity Instl
17.39%
34.83%
10.12%
5.67%
-0.98%
32.43%
1.22%
34.79%
35.75%
17.68%
-36.84%
American Century Ultra® I
14.39%
37.20%
10.14%
6.36%
4.60%
32.14%
0.86%
34.90%
50.07%
23.45%
-32.44%
USAA Growth Institutional
17.98%
35.60%
14.81%
5.72%
6.51%
28.50%
-4.33%
27.69%
37.05%
17.26%
-34.48%
BlackRock Capital Appreciation Instl
14.15%
34.20%
8.65%
7.15%
-0.05%
32.94%
2.03%
32.16%
40.47%
21.01%
-38.30%
As of September 30, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Vulcan Value Partners Institutional
-13.08%
-7.57%
-34.96%
-41.93%
-3.06%
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-1.90%
S&P 500 Total Return
-9.90%
-4.88%
-21.44%
-15.47%
8.16%
9.24%
11.70%
8.03%
9.84%
9.57%
GuideStone Funds Growth Equity Instl
-9.87%
-3.28%
-28.45%
-33.55%
3.44%
7.95%
10.86%
7.86%
9.38%
6.75%
American Century Ultra® I
-10.21%
-2.28%
-26.76%
-27.03%
11.88%
12.68%
13.99%
10.11%
10.31%
11.87%
USAA Growth Institutional
-10.40%
-4.20%
-27.28%
-30.48%
4.78%
6.48%
11.42%
7.22%
8.58%
6.80%
BlackRock Capital Appreciation Instl
-11.87%
-7.24%
-29.80%
-34.56%
4.71%
8.75%
11.23%
8.12%
9.67%
7.41%
As of September 30, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of August 31, 2022