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Value Line Small Cap Opportunities Instl (VLEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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57.44+0.05 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.28%
5-year average return10.30%
Number of years up6
Number of years down2
Best 1-yr total return (20 Jun 2024)26.94%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return26.94%
Worst 3-yr total return4.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%