Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VAGIX (VALUE LINE CORE BOND FUND VALUE LINE CORE BOND FUND) | 2.34% | 3.16% | 1.62% | -1.63% | 0.90% | 2.25% | 3.14% | 4.72% |
Data as of 07/07/2025, AR inception is 02/20/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAGIX (VALUE LINE CORE BOND FUND VALUE LINE CORE BOND FUND) | 02/20/1986 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 3.16 | 1.62 | -1.63 | 0.90 | 2.25 | 3.14 | 4.72 | 2.34 | 0.38 | 4.73 | -12.58 | -3.18 | 5.77 | 8.51 | -1.31 | 3.47 | 2.16 | 0.38 | 4.49 | -3.19 | 11.38 | 4.67 | 10.14 | 46.88 | -21.52 | 3.58 | 8.29 | 1.96 | 10.80 | 23.73 | -3.56 | 5.80 | -23.75 | 9.13 | -6.11 | 14.09 | 19.84 | 20.09 | -4.08 | 19.06 | 12.17 | 26.63 | -3.69 | 2.36 | 6.34 | -1.96 | 7.62 |
| Sharpe Ratio | NA | 0.15 | -0.29 | -0.65 | -0.09 | NA | NA | 0.53 | 0.43 | -1.14 | 0.07 | -2.07 | -0.97 | 1.11 | 2.18 | -1.05 | 1.09 | 0.68 | 0.10 | 1.62 | -0.88 | 3.18 | 0.90 | 2.66 | 5.96 | -2.49 | 0.16 | 1.64 | -0.07 | 3.00 | 6.99 | -0.97 | 0.64 | -4.31 | 1.26 | -2.10 | 2.94 | 4.51 | 4.70 | -2.05 | 5.45 | 3.05 | 5.12 | -1.45 | -0.77 | 0.44 | -1.12 | 0.88 |
| Standard Deviation(%) | NA | 5.03 | 6.33 | 5.54 | 4.61 | NA | NA | 4.67 | 5.06 | 5.47 | 7.14 | 6.76 | 3.29 | 4.99 | 3.26 | 2.51 | 2.62 | 2.87 | 3.38 | 2.76 | 3.68 | 3.59 | 5.16 | 3.78 | 7.86 | 8.97 | 3.60 | 3.07 | 3.03 | 3.28 | 3.30 | 4.83 | 5.55 | 6.46 | 4.69 | 4.48 | 3.58 | 3.59 | 3.46 | 3.43 | 3.10 | 3.18 | 4.45 | 6.17 | 4.33 | 3.78 | 5.32 | 5.46 |
| Draw Down(%) | NA | 5.05 | 9.07 | 19.10 | 19.10 | NA | NA | 31.37 | 2.60 | 4.33 | 7.46 | 16.01 | 3.42 | 7.98 | 2.13 | 3.28 | 1.53 | 4.16 | 2.61 | 1.26 | 6.01 | 2.94 | 7.15 | 4.37 | 5.99 | 28.49 | 4.14 | 2.07 | 4.14 | 2.80 | 2.77 | 13.63 | 7.97 | 27.15 | 6.05 | 14.84 | 3.69 | 0.91 | 1.31 | 7.35 | 0.66 | 2.86 | 1.29 | 12.53 | 3.51 | 1.34 | 9.38 | 3.09 |
| Yield(%) | 0.00 | 3.29 | 2.93 | 2.09 | 2.20 | 6.15 | 5.94 | 5.00 | 1.40 | 3.68 | 3.00 | 1.57 | 1.45 | 1.93 | 2.47 | 2.30 | 2.29 | 1.77 | 1.92 | 2.74 | 1.36 | 5.67 | 5.95 | 5.75 | 13.57 | 6.47 | 6.68 | 5.97 | 6.15 | 6.80 | 6.43 | 6.27 | 9.98 | 9.24 | 10.05 | 8.36 | 8.91 | 9.99 | 10.17 | 8.65 | 9.18 | 9.63 | 12.09 | 10.74 | 11.07 | 11.25 | 12.11 | 10.60 |
Data as of 07/07/2025, AR inception is 02/20/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAGIX (VALUE LINE CORE BOND FUND VALUE LINE CORE BOND FUND) |
-8.40%
Oct 1999 - Oct 2002 |
-5.46%
Oct 1997 - Oct 2002 |
0.15%
Nov 1998 - Nov 2008 |
2.18%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAGIX (VALUE LINE CORE BOND FUND VALUE LINE CORE BOND FUND) |
19.86%
Oct 1990 - Oct 1993 |
14.47%
Jan 1991 - Jan 1996 |
11.24%
Mar 1988 - Mar 1998 |
7.78%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart