Italia markets closed

Value Line Select Growth Fund (VALSX)

Nasdaq - Nasdaq Prezzo differito. Valuta in USD.
Aggiungi a watchlist
36,11+0,06 (+0,17%)
In data: 08:06AM EDT. Mercato aperto.

Panoramica delle performance

Rating di Morningstar (rendimento)N/D1
Rendimento dall'inizio dell'anno5,43%
Rendimento medio quinquennale13,70%
Numero di anni in rialzo50
Numero di anni in ribasso17
Miglior rendimento complessivo in 1 anno (13 mag 2024)36,59%
Peggior rendimento complessivo in 1 anno (13 mag 2024)N/D
Miglior rendimento complessivo in 3 anni36,59%
Peggior rendimento complessivo in 3 anni4,62%

Rendimento ultimi 12 mesi (%) rispetto a Benchmark

I periodi di tempo superiori a un anno vengono annualizzati.
RendimentoVALSXCategoria
YTD2,28%12,38%
1 mese-5,12%5,09%
3 mesi-0,51%10,28%
1 anno22,78%41,70%
3 anni7,79%22,56%
5 anni12,56%21,98%
10 anni12,07%15,99%
Ultimo mercato al rialzo26,22%25,99%
Ultimo mercato in ribasso-15,65%-17,29%

Storico del rendimento totale annuo (%)

Anno
VALSXCategoria
2024
N/DN/D
2023
31,11%N/D
2022
-20,67%N/D
2021
24,16%N/D
2020
23,12%35,86%
2019
36,59%31,90%
2018
1,39%-2,09%
2017
22,32%27,67%
2016
7,00%3,23%
2015
0,25%3,60%
2014
6,75%10,00%
2013
26,56%33,92%
2012
17,80%15,34%
2011
4,59%-2,46%
2010
21,66%15,53%
2009
32,29%35,68%
2008
-40,13%-40,67%
2007
18,30%13,35%
2006
10,68%7,05%
2005
11,45%6,71%
2004
18,42%7,81%
2003
29,60%28,66%
2002
-15,15%-27,64%
2001
-17,65%-22,30%
2000
-6,78%-13,05%
1999
61,66%38,87%
1998
29,88%34,55%
1997
32,10%26,36%
1996
7,25%19,76%
1995
28,96%32,65%
1994
1,03%-2,45%
1993
12,99%8,69%
1992
-3,46%5,92%
1991
38,10%40,07%
1990
-4,45%-3,78%
1989
21,71%27,76%
1988
3,35%12,55%
1987
-9,09%1,56%
1986
5,11%14,05%
1985
21,08%28,64%
1984
-25,54%-3,94%
1983
19,48%18,56%
1982
23,12%32,75%
1981
-2,33%-2,13%
1980
54,42%40,60%
1979
43,55%32,37%
1978
21,17%15,06%
1977
12,36%2,56%
1976
52,70%22,23%
1975
46,96%35,35%
1974
-29,23%-31,34%
1973
-45,72%-28,56%
1972
-10,97%19,23%
1971
17,63%24,89%
1970
-34,48%-10,89%
1969
-32,95%-9,80%
1968
23,20%15,14%
1967
106,02%42,77%
1966
5,80%-6,98%
1965
46,95%21,58%
1964
8,99%10,60%
1963
19,34%18,94%
1962
-31,98%-18,01%
1961
42,98%26,01%
1960
3,30%5,60%
1959
23,19%16,68%
1958
69,43%44,67%
1957
-22,26%-15,41%
1956
N/D9,71%

Rendimenti trimestrali passati (%)

AnnoT1T2T3T4
20247,80%N/DN/DN/D
20239,15%6,92%-2,09%14,74%
2022-8,72%-15,65%-4,53%7,93%
2021-0,83%9,09%3,50%10,88%
2020-16,88%22,22%11,68%8,52%
201918,74%8,15%1,00%5,31%
20181,60%4,10%9,79%-12,69%
20177,04%5,16%3,03%5,47%
20161,83%2,75%2,48%-0,21%
20152,69%-0,37%-6,27%4,54%
20141,00%3,32%-2,37%4,78%
20138,91%0,16%6,93%8,51%
201213,29%-3,37%4,35%3,12%
20118,72%2,16%-15,07%10,88%
20105,03%-8,37%14,12%10,77%
2009-8,21%18,60%14,47%6,15%
2008-9,97%3,48%-14,69%-24,67%
20074,66%8,15%3,98%0,51%
20069,69%-2,96%-1,76%5,85%
2005-1,61%3,94%6,50%2,33%
20046,57%1,44%-1,82%11,57%
2003-1,06%11,31%6,38%10,62%
20021,21%-5,11%-11,37%-0,31%
2001-20,25%11,77%-17,25%11,65%
200012,26%-3,72%4,61%-17,55%
19994,63%11,18%0,58%38,16%
199817,68%2,23%-15,33%27,50%
1997-4,57%17,44%21,94%-3,34%
19963,33%1,25%-0,12%2,63%
19956,81%9,22%14,07%-3,08%
1994-4,66%-10,52%17,50%0,80%
1993-5,67%6,89%10,81%1,13%
1992-3,41%-13,94%-0,59%16,84%
199122,80%-4,80%10,56%6,85%
19900,00%7,26%-16,03%6,09%
198910,74%8,41%7,24%-5,46%
19888,83%2,26%-6,70%-0,46%
198723,42%-2,95%4,12%-27,11%
198616,28%6,22%-19,71%5,98%
198510,08%1,73%-9,10%18,96%
1984-8,94%-13,63%0,16%-5,48%
198316,78%17,11%-8,46%-4,56%
1982-6,15%-2,49%10,80%21,42%
19811,93%4,54%-16,04%9,18%
1980-9,87%19,73%27,85%11,92%
197913,55%6,00%9,02%9,40%
19787,93%12,68%17,34%-15,09%
19770,00%14,84%-4,31%2,25%
197644,43%1,30%-5,91%10,93%
197550,54%15,47%-14,20%-1,47%
197414,23%-19,53%-20,92%-2,65%
1973-19,62%-24,16%20,21%-25,93%
197215,06%-10,18%-11,15%-3,04%
197130,31%-2,52%-6,88%-0,55%
1970-10,79%-38,24%25,13%-4,97%
1969-10,26%-16,31%-7,03%-3,98%
1968-13,44%23,32%8,02%6,85%
196734,84%19,84%9,99%15,92%
196615,35%-2,07%-13,65%8,46%
196512,58%-6,58%15,77%20,68%
196413,44%-0,56%2,25%-5,51%
19636,66%7,34%4,23%0,00%
1962-5,12%-31,22%1,54%2,65%
196130,79%0,70%-1,16%9,84%
1960-4,88%14,97%-8,31%3,02%
195916,85%0,00%-8,53%15,25%
195815,61%16,38%14,07%10,39%
19573,03%2,93%-14,95%-13,81%
1956-4,64%0,00%N/DN/D

Classifica di categoria (per rendimento complessivo)

YTD92
1 mese70
3 mesi98
1 anno82
3 anni17
5 anni58

Rendimento con rettifica delle commissioni

1 anno22,78%
3 anni7,79%
5 anni12,56%
10 anni12,07%