Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLAIX (VALUE LINE ASSET ALLOCATION FUND INC INSTITUTIONAL) | -4.65% | -10.78% | 4.86% | 3.06% | 7.43% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLAIX (VALUE LINE ASSET ALLOCATION FUND INC INSTITUTIONAL) | 11/02/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | -10.78 | 4.86 | 3.06 | 7.43 | NA | NA | … | … | -4.65 | -12.68 | 9.63 | 21.81 | -15.49 | 12.05 | 15.53 | 25.71 | 2.28 | 15.20 | 6.04 | -1.45 |
| Sharpe Ratio | NA | -1.49 | 0.19 | 0.04 | 0.48 | NA | NA | … | … | -1.43 | -0.98 | 0.68 | 1.86 | -0.92 | 1.28 | 0.71 | 2.97 | 0.08 | 2.95 | 0.64 | -0.92 |
| Standard Deviation(%) | NA | 8.89 | 9.77 | 12.00 | 12.09 | NA | NA | … | … | 10.02 | 16.11 | 8.79 | 9.82 | 18.50 | 9.36 | 21.32 | 8.17 | 10.78 | 4.94 | 9.03 | 9.46 |
| Draw Down(%) | NA | 14.25 | 15.33 | 22.11 | 23.87 | NA | NA | … | … | 8.75 | 17.66 | 6.07 | 6.59 | 22.09 | 5.59 | 23.87 | 3.42 | 12.22 | 2.40 | 6.57 | 3.39 |
| Yield(%) | 0.00 | 10.42 | 10.69 | 8.14 | 7.78 | 5.37 | 4.03 | … | … | 0.00 | 10.92 | 10.47 | 11.16 | 5.06 | 7.12 | 0.95 | 2.42 | 3.33 | 5.05 | 2.55 | 2.87 |
Data as of 06/04/2026, Common starting date is 11/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLAIX (VALUE LINE ASSET ALLOCATION FUND INC INSTITUTIONAL) |
2.18%
Sep 2019 – Sep 2022 |
2.67%
Apr 2021 – Apr 2026 |
7.48%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLAIX (VALUE LINE ASSET ALLOCATION FUND INC INSTITUTIONAL) |
17.62%
Dec 2018 – Dec 2021 |
13.96%
Oct 2016 – Oct 2021 |
8.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart