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Value Line Asset Allocation Instl (VLAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
47.03+0.12 (+0.26%)
At close: 08:06AM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.68%
5-Year Average Return9.37%
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (Nov 6, 2024)25.71%
Worst 1 Yr Total Return (Nov 6, 2024)N/A
Best 3-Yr Total Return25.71%
Worst 3-Yr Total Return3.08%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVLAIXCategory
YTD10.10%9.69%
1-Month-2.28%0.91%
3-Month1.91%5.21%
1-Year24.81%27.06%
3-Year4.69%11.00%
5-Year8.65%10.26%
10-Year8.95%8.34%
Last Bull Market18.45%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%-0.02%7.86%N/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)

YTD55
1-Month88
3-Month41
1-Year29
3-Year19
5-Year23

Load Adjusted Returns

1-Year24.81%
3-Year4.69%
5-Year8.65%
10-Year8.95%