UK markets closed

Value Line Small Cap Opportunities Inv (VLEOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
56.97-0.18 (-0.31%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.54%
5-year average return11.02%
Number of years up25
Number of years down5
Best 1-yr total return (21 May 2024)36.10%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return36.10%
Worst 3-yr total return4.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVLEOXCategory
YTD4.33%12.40%
1-month-4.03%3.37%
3-month5.20%4.88%
1-year17.37%55.69%
3-year2.83%19.34%
5-year9.48%20.72%
10-year10.22%13.98%
Last bull market27.21%27.85%
Last bear market-12.57%-24.06%

Annual total return (%) history

Year
VLEOXCategory
2024
N/AN/A
2023
22.00%N/A
2022
-19.11%N/A
2021
15.21%N/A
2020
26.60%38.62%
2019
25.14%27.68%
2018
-4.74%-5.76%
2017
17.64%21.50%
2016
14.37%11.20%
2015
1.94%-2.41%
2014
6.37%2.44%
2013
36.10%40.91%
2012
16.94%13.15%
2011
7.45%-3.55%
2010
21.15%26.98%
2009
24.63%35.46%
2008
-38.24%-41.55%
2007
12.38%7.59%
2006
11.95%10.81%
2005
8.03%6.02%
2004
16.67%12.41%
2003
33.65%45.54%
2002
-14.16%-27.88%
2001
3.85%-8.91%
2000
5.57%-3.85%
1999
70.63%64.77%
1998
4.61%5.23%
1997
11.54%17.41%
1996
10.35%18.67%
1995
24.04%36.15%
1994
-0.64%-0.52%
1993
N/A17.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.71%N/AN/AN/A
20239.12%5.35%-5.34%12.11%
2022-11.38%-12.57%-5.09%9.99%
20215.63%2.82%1.74%4.26%
2020-19.40%20.61%5.88%23.00%
201913.64%6.02%-0.82%4.72%
20180.42%3.56%7.95%-15.15%
20173.90%3.06%4.03%5.60%
2016-0.21%4.10%4.17%5.69%
20154.90%-1.05%-5.88%4.35%
20140.55%2.02%-4.44%8.51%
201311.98%2.72%10.35%7.23%
201210.50%-2.50%4.62%3.75%
20119.24%1.63%-15.35%14.34%
20105.63%-8.66%12.04%12.07%
2009-10.25%16.67%13.96%4.43%
2008-10.44%2.72%-9.78%-25.60%
20074.53%8.11%2.03%-2.53%
200613.01%-3.72%-2.98%6.05%
2005-2.20%3.57%4.31%2.24%
20045.54%0.71%-1.92%11.90%
2003-1.90%14.73%7.63%10.32%
20021.51%-2.38%-13.88%0.58%
2001-13.27%18.19%-12.24%15.44%
200017.18%-2.28%5.20%-12.36%
19993.28%15.63%2.68%39.15%
19986.96%-6.28%-19.23%29.21%
1997-6.35%17.35%17.74%-13.80%
19965.44%2.65%4.00%-1.96%
19955.84%7.14%14.53%-4.49%
1994-2.24%-2.80%5.06%-0.47%
19938.63%8.09%N/AN/A

Rank in category (by total return)

YTD16
1-month3
3-month18
1-year23
3-year5
5-year17

Load adjusted returns

1-year17.37%
3-year2.83%
5-year9.48%
10-year10.22%