# Yorktown Small-Cap Institutional (YOVIX)

> Source: Nexqual · https://nexqual.com/YOVIX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, Yorktown Small-Cap Institutional (YOVIX), nexqual.com/YOVIX" · informational, not investment advice.

**Price:** USD 16.5 (-0.54% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 16.59 · day 16.5–16.5 · 52w 15.7–20.21 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -11.7% vs S&P 500 +13.4%; 5Y -6.0% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -11.7% | -6.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -11.7% | -1.2% |
| Volatility (annualized) | 22.1% | 20.5% |
| Max drawdown | -18.5% (Jun 2026→Oct 2026) | -32.0% (Nov 2021→Jun 2022) |

## Peers
YOVLX (Yorktown Small Cap Fund Class L) USD 14.83 +0.00% · YOVAX (Yorktown Small Cap Fund Class A) USD 16.11 -0.00% · SMEYX (Invesco Small Cap Equity Fund C) USD 16.86 -0.00% · QSMLX (AQR Small Cap Multi-Style Fund ) USD 22.45 -0.00% · MSSCX (AMG Frontier Small Cap Growth F) USD 9.99 +0.00%

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