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VELA Large Cap Plus I (VELIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.88+0.04 (+0.24%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.65%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jun 25, 2024)28.21%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return28.21%
Worst 3-Yr Total Return11.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVELIXCategory
YTD7.10%5.31%
1-Month2.47%-4.19%
3-Month2.66%3.90%
1-Year20.25%20.31%
3-Year7.15%6.48%
5-Year0.00%11.78%
10-Year0.00%10.96%
Last Bull Market17.85%25.56%
Last Bear Market-9.83%-15.11%

Annual Total Return (%) History

Year
VELIXCategory
2024
N/AN/A
2023
15.80%22.32%
2022
-7.46%-16.96%
2021
28.21%26.07%
2020
N/A15.83%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.16%N/AN/AN/A
20231.94%5.71%-0.35%7.83%
20222.24%-9.83%-6.11%6.91%
202112.84%5.30%0.22%7.67%
202015.44%N/AN/AN/A

Rank In Category (By Total Return)

YTD80
1-Month90
3-Month69
1-Year83
3-Year67
5-YearN/A

Load Adjusted Returns

1-Year20.25%
3-Year7.15%
5-YearN/A
10-YearN/A