# VELA Large Cap Plus I (VELIX)

> Source: Nexqual · https://nexqual.com/VELIX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, VELA Large Cap Plus I (VELIX), nexqual.com/VELIX" · informational, not investment advice.

**Price:** USD 17.7 (-0.95% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.87 · day 17.7–17.7 · 52w 15.93–18.33 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.0% vs S&P 500 +13.4%; 5Y +44.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.0% | +44.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.1% | +7.7% |
| Volatility (annualized) | 10.4% | 12.1% |
| Max drawdown | -8.2% (Jan 2026→Mar 2026) | -15.9% (Mar 2022→Sep 2022) |

## Peers
VESMX (VELA Small Cap Fund Class I) USD 21.4 +0.00% · VEITX (VELA International Fund Class I) USD 17.25 +0.00% · VELAX (VELA Large Cap 130/30 Fund Clas) USD 17.5 +0.00% · VIOIX (VELA Income Opportunities I) USD 10.22 -0.00% · SOIVX (Spirit of America Large Cap Val) USD 39.47 -0.00%

## More
Full page: https://nexqual.com/VELIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt