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Value Line Asset Allocation Instl (VLAIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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40.83
+0.22
(+0.54%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.07%
5-year average return
7.88%
Number of years up
7
Number of years down
1
Best 1-yr total return (1 May 2024)
25.71%
Worst 1-yr total return (1 May 2024)
N/A
Best 3-yr total return
25.71%
Worst 3-yr total return
3.08%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
VLAIX
Category
YTD
4.49%
9.69%
1-month
0.66%
0.91%
3-month
4.49%
5.21%
1-year
19.47%
27.06%
3-year
7.17%
11.00%
5-year
9.26%
10.26%
10-year
8.89%
8.34%
Last bull market
18.35%
15.58%
Last bear market
-11.00%
-12.16%
Annual total return (%) history
Year
VLAIX
Category
2024
N/A
N/A
2023
21.68%
N/A
2022
-15.47%
N/A
2021
12.15%
N/A
2020
15.53%
11.72%
2019
25.71%
19.23%
2018
2.28%
-5.76%
2017
15.19%
13.21%
2016
6.04%
7.34%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
4.49%
N/A
N/A
N/A
2023
6.42%
4.43%
-2.22%
11.98%
2022
-7.46%
-11.00%
-3.43%
6.30%
2021
-2.08%
6.04%
1.44%
6.48%
2020
-9.68%
14.04%
5.41%
6.39%
2019
12.44%
6.23%
1.55%
3.64%
2018
1.33%
2.47%
6.98%
-7.92%
2017
4.84%
3.46%
2.22%
3.90%
2016
1.55%
3.34%
1.51%
-0.46%
Rank in category (by total return)
YTD
74
1-month
100
3-month
74
1-year
13
3-year
5
5-year
16
Load adjusted returns
1-year
19.47%
3-year
7.17%
5-year
9.26%
10-year
8.89%
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