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Value Line Mid Cap Focused (VLIFX)

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32,85+0,28 (+0,86%)
Alla chiusura: 08:01PM EDT

Panoramica delle performance

Rating di Morningstar (rendimento)N/D1
Rendimento dall'inizio dell'anno1,89%
Rendimento medio quinquennale12,36%
Numero di anni in rialzo57
Numero di anni in ribasso16
Miglior rendimento complessivo in 1 anno (2 mag 2024)35,30%
Peggior rendimento complessivo in 1 anno (2 mag 2024)N/D
Miglior rendimento complessivo in 3 anni35,30%
Peggior rendimento complessivo in 3 anni7,21%

Rendimento ultimi 12 mesi (%) rispetto a Benchmark

I periodi di tempo superiori a un anno vengono annualizzati.
RendimentoVLIFXCategoria
YTD0,96%10,80%
1 mese-6,20%4,43%
3 mesi0,43%7,00%
1 anno15,83%48,17%
3 anni7,71%21,26%
5 anni12,21%20,18%
10 anni12,74%14,07%
Ultimo mercato al rialzo26,82%27,14%
Ultimo mercato in ribasso-12,05%-21,26%

Storico del rendimento totale annuo (%)

Anno
VLIFXCategoria
2024
N/DN/D
2023
22,11%N/D
2022
-9,56%N/D
2021
19,88%N/D
2020
19,96%39,26%
2019
35,30%32,52%
2018
4,72%-6,65%
2017
19,84%23,91%
2016
10,94%6,03%
2015
2,95%-0,95%
2014
7,90%7,00%
2013
30,86%34,93%
2012
14,60%14,07%
2011
5,75%-3,96%
2010
25,55%24,61%
2009
9,49%39,11%
2008
-49,28%-43,77%
2007
19,50%15,09%
2006
4,00%9,00%
2005
10,27%9,84%
2004
12,09%13,23%
2003
16,28%35,96%
2002
-25,35%-27,24%
2001
-12,82%-19,98%
2000
-15,35%-4,78%
1999
26,73%60,49%
1998
20,25%18,76%
1997
21,59%17,98%
1996
22,53%18,11%
1995
32,11%34,57%
1994
-4,47%-1,85%
1993
6,82%13,88%
1992
4,69%7,07%
1991
52,93%49,71%
1990
-0,76%-5,37%
1989
31,43%29,88%
1988
9,68%13,53%
1987
5,21%1,89%
1986
16,58%14,39%
1985
34,57%30,69%
1984
-14,74%-6,83%
1983
-1,33%21,55%
1982
28,88%28,59%
1981
2,40%-4,91%
1980
41,61%46,00%
1979
43,96%38,21%
1978
19,30%14,76%
1977
9,49%2,75%
1976
42,63%22,75%
1975
38,92%32,54%
1974
-22,40%-29,70%
1973
-29,73%-28,53%
1972
10,46%26,38%
1971
16,79%27,99%
1970
-25,07%-15,15%
1969
-21,16%-16,60%
1968
16,83%15,96%
1967
68,72%55,85%
1966
0,54%-4,80%
1965
27,79%24,19%
1964
8,67%11,61%
1963
34,83%18,19%
1962
-7,72%-19,13%
1961
28,32%22,81%
1960
-3,22%-1,31%
1959
9,30%10,71%
1958
42,56%47,82%
1957
-15,62%-15,88%
1956
0,17%6,31%
1955
3,14%15,85%
1954
52,88%48,65%
1953
3,23%-6,16%
1952
4,93%7,62%
1951
11,18%11,75%
1950
N/D27,92%

Rendimenti trimestrali passati (%)

AnnoT1T2T3T4
20247,63%N/DN/DN/D
20236,89%4,82%-4,02%13,55%
2022-5,41%-12,05%-2,39%11,37%
20211,03%6,79%-0,07%11,20%
2020-16,75%16,92%7,46%14,69%
201917,58%8,63%1,84%4,01%
20182,40%3,36%11,67%-11,40%
20176,70%5,07%2,47%4,32%
20162,94%4,47%1,80%1,34%
20153,50%-0,60%-4,94%5,27%
20141,41%2,70%-2,06%5,78%
20139,85%0,88%7,67%9,69%
201212,39%-3,44%4,18%1,37%
20119,82%3,83%-13,95%7,76%
20107,64%-7,64%12,70%12,06%
2009-9,16%5,31%9,08%4,93%
2008-14,65%5,02%-21,65%-27,78%
20073,37%6,67%5,23%2,99%
20069,89%-6,65%-4,75%6,43%
2005-1,80%4,47%6,31%1,10%
20041,12%0,35%-2,49%13,28%
2003-0,73%9,29%1,35%5,76%
20020,11%-12,97%-13,35%-1,13%
2001-12,31%6,08%-16,40%12,09%
20004,69%-5,02%-0,04%-14,83%
19999,76%2,86%-4,42%17,45%
19988,94%2,60%-13,16%23,89%
1997-2,78%15,00%11,40%-2,38%
19968,62%5,43%4,54%2,35%
19958,92%7,05%10,01%3,00%
1994-4,31%-5,61%6,50%-0,69%
19932,01%3,52%4,24%-2,96%
1992-5,95%-6,31%7,66%10,36%
199118,88%-2,05%9,48%19,97%
1990-2,39%9,15%-14,65%9,12%
19896,50%7,59%15,00%-0,26%
19885,92%4,93%-3,19%1,95%
198720,80%0,63%6,79%-18,96%
198619,43%8,26%-15,88%7,19%
198512,81%9,51%-9,49%20,35%
1984-13,14%-5,76%1,72%2,39%
19833,93%10,03%-9,37%-4,79%
1982-0,45%1,21%14,75%11,48%
19813,96%3,54%-10,55%6,36%
1980-8,71%15,38%24,21%8,24%
19795,18%7,74%16,55%9,00%
19783,96%14,29%10,76%-9,35%
1977-2,84%6,47%-0,55%6,44%
197637,57%1,31%-4,33%6,97%
197534,48%19,70%-14,04%0,40%
19746,68%-12,65%-17,51%0,95%
1973-15,76%-18,60%25,88%-18,59%
197213,24%-7,64%1,92%3,62%
197127,51%-0,92%-3,71%-3,99%
1970-8,27%-30,48%22,84%-4,34%
1969-5,63%-11,37%-6,61%0,93%
1968-10,97%15,60%6,71%6,38%
196720,94%14,15%8,45%12,68%
19668,51%-3,75%-10,06%7,02%
19656,93%-3,52%10,14%12,47%
19645,17%-1,41%4,56%0,23%
19636,71%10,79%7,13%6,47%
19623,73%-22,03%0,94%13,03%
196119,76%-3,32%4,01%6,54%
1960-4,99%4,25%-6,14%4,10%
19595,80%5,82%-10,17%8,67%
195812,40%8,80%10,71%5,30%
1957-2,79%0,69%-8,85%-5,42%
19561,15%0,64%-1,44%-0,15%
19553,56%2,10%-4,08%1,68%
19547,22%6,90%14,11%16,88%
19531,77%-3,03%-0,46%5,09%
19521,25%2,25%-1,39%2,78%
19515,57%-1,97%6,57%0,81%
1950-1,28%15,87%10,30%N/D

Classifica di categoria (per rendimento complessivo)

YTD64
1 mese49
3 mesi86
1 anno60
3 anni2
5 anni7

Rendimento con rettifica delle commissioni

1 anno15,83%
3 anni7,71%
5 anni12,21%
10 anni12,74%