# Value Line Asset Allocation Instl (VLAIX)

> Source: Nexqual · https://nexqual.com/VLAIX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, Value Line Asset Allocation Instl (VLAIX), nexqual.com/VLAIX" · informational, not investment advice.

**Price:** USD 34.15 (-0.47% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 34.31 · day 34.15–34.15 · 52w 32.53–40.97 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -5.9% vs S&P 500 +13.4%; 5Y +8.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -5.9% | +8.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -5.9% | +1.6% |
| Volatility (annualized) | 9.1% | 12.1% |
| Max drawdown | -10.6% (Oct 2025→Mar 2026) | -22.1% (Dec 2021→Oct 2022) |

## Peers
VLAAX (Value Line Asset Allocation Fun) USD 34.01 +0.00% · LSWWX (Loomis Sayles Global Allocation) USD 27.06 +0.00% · JBALX (Janus Henderson Balanced Fund -) USD 49.49 -0.00% · BTBFX (Boston Trust Asset Management F) USD 64.58 -0.65% · VIMCX (Virtus KAR Mid-Cap Core Fund I) USD 56.4 -0.00%

## More
Full page: https://nexqual.com/VLAIX · 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

