Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLEIX (VALUE LINE SMALL CAP OPPORTUNITIES FUND INC. INSTITUTIONAL) | 7.05% | 15.39% | 13.88% | 6.98% | 11.48% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLEIX (VALUE LINE SMALL CAP OPPORTUNITIES FUND INC. INSTITUTIONAL) | 11/02/2015 | 06/03/2026 |
| 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 (%) | -0.63 | 15.39 | 13.88 | 6.98 | 11.48 | NA | NA | … | … | 7.05 | 2.86 | 14.40 | 21.30 | -20.97 | 8.93 | 17.32 | 25.61 | -4.72 | 17.97 | 14.64 | -3.03 |
| Sharpe Ratio | NA | 0.77 | 0.59 | 0.21 | 0.49 | NA | NA | … | … | 0.65 | 0.00 | 0.46 | 1.07 | -0.88 | 0.48 | 0.45 | 1.74 | -0.36 | 1.84 | 0.95 | -1.23 |
| Standard Deviation(%) | NA | 16.36 | 17.78 | 19.27 | 20.07 | NA | NA | … | … | 18.48 | 20.89 | 16.93 | 16.11 | 25.63 | 18.39 | 37.57 | 13.88 | 16.85 | 9.46 | 15.21 | 14.13 |
| Draw Down(%) | NA | 10.56 | 22.83 | 30.59 | 35.29 | NA | NA | … | … | 10.56 | 21.06 | 8.79 | 12.57 | 27.46 | 14.32 | 35.29 | 6.73 | 22.70 | 4.42 | 11.71 | 5.64 |
| Yield(%) | 0.00 | 6.27 | 2.99 | 3.19 | 7.81 | 5.38 | 4.04 | … | … | 0.00 | 6.21 | 0.10 | 0.96 | 2.12 | 6.48 | 9.17 | 23.87 | 12.92 | 4.10 | 5.97 | 12.30 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| VLEIX (VALUE LINE SMALL CAP OPPORTUNITIES FUND INC. INSTITUTIONAL) |
3.08%
Apr 2021 – Apr 2024 |
5.99%
Mar 2021 – Mar 2026 |
11.12%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLEIX (VALUE LINE SMALL CAP OPPORTUNITIES FUND INC. INSTITUTIONAL) |
22.57%
Dec 2018 – Dec 2021 |
17.95%
Feb 2016 – Feb 2021 |
12.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart