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VELA Small Cap A (VESAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.94+0.14 (+0.74%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.80%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (30 May 2024)31.29%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return31.29%
Worst 3-yr total return11.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVESAXCategory
YTD5.57%26.79%
1-month-2.52%-1.77%
3-month6.55%4.45%
1-year17.02%71.02%
3-year5.27%9.35%
5-year0.00%12.17%
10-year0.00%9.95%
Last bull market21.44%28.07%
Last bear market-11.10%-24.24%

Annual total return (%) history

Year
VESAXCategory
2024
N/AN/A
2023
10.92%N/A
2022
-5.75%N/A
2021
31.29%N/A
2020
N/A4.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.29%N/AN/AN/A
2023-0.38%5.66%-1.82%7.35%
2022-0.48%-11.10%-3.53%10.43%
202122.50%1.34%-2.52%8.49%
202028.04%N/AN/AN/A

Rank in category (by total return)

YTD4
1-month3
3-month6
1-year38
3-year21
5-yearN/A

Load adjusted returns

1-year11.17%
3-year3.48%
5-yearN/A
10-yearN/A