Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIOAX (VELA Income Opportunities Fund – Class A Shares) | 1.75% | 7.61% | 7.61% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/31/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIOAX (VELA Income Opportunities Fund – Class A Shares) | 03/31/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 7.61 | 7.61 | NA | NA | NA | NA | … | … | 1.75 | 7.45 | 7.05 | 4.31 | -7.33 |
| Sharpe Ratio | NA | 0.86 | 0.61 | NA | NA | NA | NA | … | … | 0.31 | 0.55 | 0.50 | 0.06 | -0.60 |
| Standard Deviation(%) | NA | 6.92 | 7.94 | NA | NA | NA | NA | … | … | 7.59 | 8.30 | 6.86 | 11.17 | 19.28 |
| Draw Down(%) | NA | 6.19 | 10.31 | NA | NA | NA | NA | … | … | 6.19 | 8.62 | 4.02 | 12.39 | 19.29 |
| Yield(%) | 0.00 | 3.56 | 3.81 | 2.40 | 1.20 | 0.80 | 0.60 | … | … | 1.14 | 3.85 | 3.53 | 2.86 | 1.32 |
Data as of 06/08/2026, Common starting date is 03/31/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOAX (VELA Income Opportunities Fund – Class A Shares) |
1.78%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIOAX (VELA Income Opportunities Fund – Class A Shares) |
10.33%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart