Here you can find all mutual funds issued by Value Line and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Value Line
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Value Line Core Bond Fund | Intermediate Core Bond | Feb 18, 1986 | 0.90% | 4.37% | 1.32% | 3.54% | ||||||||
Value Line Larger Companies Focused Fund | Large Cap Growth Equities | Mar 20, 1972 | 1.14% | 12.21% | 12.26% | 0.00% | ||||||||
Value Line Select Growth Fund | Large Cap Growth Equities | May 31, 1956 | 1.13% | 14.69% | 13.02% | 8.71% | ||||||||
Value Line Asset Allocation Fund | Diversified Portfolio | Aug 23, 1993 | 1.04% | 11.79% | 9.22% | 8.84% | ||||||||
Value Line Small Cap Opportunities Fund | Small Cap Growth Equities | Jun 23, 1993 | 1.16% | 14.77% | 11.09% | 0.71% | ||||||||
Value Line Mid Cap Focused Fund | Mid Cap Growth Equities | Mar 1, 1950 | 1.07% | 13.59% | 13.76% | 0.02% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years