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Value Line Asset Allocation Instl (VLAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.63-0.10 (-0.25%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.17%
5-year average return8.03%
Number of years up7
Number of years down1
Best 1-yr total return (17 Apr 2024)25.71%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return25.71%
Worst 3-yr total return3.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVLAIXCategory
YTD4.49%9.69%
1-month0.66%0.91%
3-month4.49%5.21%
1-year19.47%27.06%
3-year7.17%11.00%
5-year9.26%10.26%
10-year8.89%8.34%
Last bull market18.35%15.58%
Last bear market-11.00%-12.16%

Annual total return (%) history

Year
VLAIXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20244.49%N/AN/AN/A
20236.42%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%
201912.44%6.23%1.55%3.64%
20181.33%2.47%6.98%-7.92%
20174.84%3.46%2.22%3.90%
20161.55%3.34%1.51%-0.46%

Rank in category (by total return)

YTD74
1-month100
3-month74
1-year13
3-year5
5-year16

Load adjusted returns

1-year19.47%
3-year7.17%
5-year9.26%
10-year8.89%