Canada markets open in 4 hours 49 minutes

Value Line Small Cap Opportunities Instl (VLEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
56.76-0.57 (-0.99%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.08%
5-Year Average Return10.11%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)26.94%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return26.94%
Worst 3-Yr Total Return4.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVLEIXCategory
YTD8.85%12.40%
1-Month4.24%3.37%
3-Month2.73%4.88%
1-Year26.41%55.69%
3-Year4.98%19.34%
5-Year12.00%20.72%
10-Year10.89%13.98%
Last Bull Market27.34%27.85%
Last Bear Market-12.52%-24.06%

Annual Total Return (%) History

Year
VLEIXCategory
2024
N/AN/A
2023
22.29%N/A
2022
-18.91%N/A
2021
15.51%N/A
2020
26.94%38.62%
2019
25.43%27.68%
2018
-4.49%-5.76%
2017
17.95%21.50%
2016
14.67%11.20%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.78%N/AN/AN/A
20239.18%5.42%-5.30%12.19%
2022-11.33%-12.52%-5.01%10.06%
20215.70%2.88%1.79%4.35%
2020-19.34%20.68%5.95%23.08%
201913.72%6.08%-0.75%4.76%
20180.48%3.63%8.02%-15.09%
20173.96%3.15%4.08%5.69%
2016-0.14%4.19%4.21%5.76%

Rank In Category (By Total Return)

YTD17
1-Month58
3-Month19
1-Year14
3-Year4
5-Year14

Load Adjusted Returns

1-Year26.41%
3-Year4.98%
5-Year12.00%
10-Year10.89%