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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
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
VAGIX
Value Line Core Bond FundIntermediate Core BondFeb 18, 19860.90%
4.37%
1.32%
3.54%
Value Line Larger Companies Focused FundLarge Cap Growth EquitiesMar 20, 19721.14%
12.21%
12.26%
0.00%
Value Line Select Growth FundLarge Cap Growth EquitiesMay 31, 19561.13%
14.69%
13.02%
8.71%
Value Line Asset Allocation FundDiversified PortfolioAug 23, 19931.04%
11.79%
9.22%
8.84%
Value Line Small Cap Opportunities FundSmall Cap Growth EquitiesJun 23, 19931.16%
14.77%
11.09%
0.71%
Value Line Mid Cap Focused FundMid Cap Growth EquitiesMar 1, 19501.07%
13.59%
13.76%
0.02%

1–6 of 6

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.

0%Annualized Volatility0%Annualized Return

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