Vulcan Value Partners Institutional (VVILX)

26.18 -0.12 (-0.46%) USD  |  Jan 25

VVILX Performance

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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 January 25, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Vulcan Value Partners Institutional
--
--
--
--
--
--
--
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11.89%
0.77%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.73%
Eaton Vance Stock I
-1.86%
15.88%
33.14%
12.24%
4.83%
7.05%
20.14%
-5.63%
35.32%
18.53%
1.63%
SGI US Large Cap Equity I
--
--
27.71%
14.94%
3.57%
8.84%
16.41%
0.19%
27.01%
11.47%
0.73%
Wilmington Large-Cap Strategy Instl
1.10%
16.05%
32.78%
13.32%
2.21%
10.63%
21.98%
-4.93%
31.00%
20.98%
2.92%
AMG FQ Tax-Managed US Equity I
1.90%
13.95%
40.42%
13.54%
-2.21%
9.87%
18.28%
-3.67%
28.20%
8.44%
2.63%
As of January 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Vulcan Value Partners Institutional
1.67%
11.28%
22.30%
10.87%
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--
--
--
18.89%
S&P 500 Total Return
4.22%
11.70%
20.88%
19.13%
12.89%
17.80%
13.88%
9.98%
7.46%
10.28%
Eaton Vance Stock I
3.07%
8.94%
17.44%
17.74%
13.48%
16.51%
13.18%
9.99%
--
9.20%
SGI US Large Cap Equity I
1.27%
7.42%
13.82%
9.28%
10.53%
13.75%
--
--
--
12.43%
Wilmington Large-Cap Strategy Instl
4.00%
13.00%
23.05%
21.88%
13.38%
18.17%
13.91%
9.49%
--
9.61%
AMG FQ Tax-Managed US Equity I
4.05%
11.78%
19.19%
9.19%
9.13%
14.28%
12.17%
8.69%
7.53%
7.83%
As of January 25, 2021. 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 December 31, 2020