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VELA Large Cap Plus I (VELIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.93+0.06 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.23%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (4 July 2024)28.21%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return28.21%
Worst 3-yr total return11.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVELIXCategory
YTD8.65%5.31%
1-month1.45%-4.19%
3-month1.38%3.90%
1-year16.75%20.31%
3-year7.90%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market17.85%25.56%
Last bear market-9.83%-15.11%

Annual total return (%) history

Year
VELIXCategory
2024
N/AN/A
2023
15.80%22.32%
2022
-7.46%-16.96%
2021
28.21%26.07%
2020
N/A15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.16%1.38%N/AN/A
20231.94%5.71%-0.35%7.83%
20222.24%-9.83%-6.11%6.91%
202112.84%5.30%0.22%7.67%
202015.44%N/AN/AN/A

Rank in category (by total return)

YTD81
1-month79
3-month70
1-year78
3-year60
5-yearN/A

Load adjusted returns

1-year16.75%
3-year7.90%
5-yearN/A
10-yearN/A