Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLEOX (VALUE LINE SMALL CAP OPPORTUNITIES FUND INC. VALUE LINE SMALL CAP OPPORTUNITIES FUND INC.) | -5.26% | -0.55% | 9.49% | 7.68% | 7.63% | 10.89% | 8.51% | 9.53% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLEOX (VALUE LINE SMALL CAP OPPORTUNITIES FUND INC. VALUE LINE SMALL CAP OPPORTUNITIES FUND INC.) | 12/21/1993 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 12/21/1993.
AR inception is since 12/21/1993.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | -0.55 | 9.49 | 7.68 | 7.63 | 10.89 | 8.51 | 9.53 | -5.26 | 14.13 | 20.98 | -21.22 | 8.51 | 16.84 | 25.32 | -4.97 | 17.66 | 14.34 | 2.11 | 6.81 | 36.16 | 16.91 | 7.45 | 21.15 | 24.63 | -38.25 | 12.40 | 11.95 | 8.04 | 16.67 | 33.65 | -14.16 | 3.85 | 4.77 | 70.54 | 4.64 | 10.96 | -5.51 | 24.04 | -3.48 | 3.92 |
| Sharpe Ratio | NA | -0.13 | 0.17 | 0.31 | 0.29 | NA | NA | 0.36 | -0.60 | 0.45 | 1.05 | -0.89 | 0.46 | 0.44 | 1.72 | -0.37 | 1.80 | 0.93 | 0.15 | 0.42 | 3.03 | 1.21 | 0.27 | 1.05 | 0.88 | -0.95 | 0.57 | 0.55 | 0.42 | 1.07 | 2.32 | -0.80 | 0.07 | 0.02 | 3.70 | 0.05 | 0.47 | -0.43 | 1.58 | -0.52 | 49.46 |
| Standard Deviation(%) | NA | 20.91 | 20.27 | 20.80 | 20.30 | NA | NA | 21.22 | 26.25 | 16.89 | 16.11 | 25.63 | 18.45 | 37.61 | 13.87 | 16.84 | 9.49 | 15.23 | 14.29 | 16.07 | 11.91 | 14.00 | 27.91 | 20.01 | 27.76 | 40.91 | 16.46 | 15.89 | 13.89 | 14.68 | 14.18 | 19.04 | 21.30 | 42.68 | 18.20 | 24.65 | 15.84 | 21.03 | 12.76 | 12.35 | 6.00 |
| Draw Down(%) | NA | 22.96 | 22.96 | 34.68 | 35.30 | NA | NA | 55.86 | 21.10 | 8.81 | 12.62 | 27.53 | 14.45 | 35.30 | 6.74 | 22.75 | 4.44 | 11.71 | 9.96 | 8.73 | 4.44 | 8.35 | 21.99 | 14.94 | 26.23 | 51.18 | 10.16 | 14.51 | 9.22 | 12.38 | 8.58 | 24.46 | 20.76 | 32.65 | 10.67 | 39.47 | 20.63 | 18.88 | 9.64 | 13.12 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 5.66 | 9.28 | 7.47 | 12.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 24.11 | 13.00 | 4.11 | 5.97 | 13.01 | 6.46 | 10.92 | 4.74 | 0.00 | 0.00 | 0.00 | 0.62 | 2.31 | 1.70 | 1.49 | 0.00 | 0.00 | 0.81 | 0.55 | 14.17 | 3.99 | 1.84 | 18.61 | 0.00 | 1.04 | 0.00 | 0.30 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLEOX (VALUE LINE SMALL CAP OPPORTUNITIES FUND INC. VALUE LINE SMALL CAP OPPORTUNITIES FUND INC.) |
-15.38%
Feb 2006 - Feb 2009 |
-4.69%
Feb 2004 - Feb 2009 |
1.92%
Feb 2000 - Feb 2010 |
5.37%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLEOX (VALUE LINE SMALL CAP OPPORTUNITIES FUND INC. VALUE LINE SMALL CAP OPPORTUNITIES FUND INC.) |
37.22%
Feb 1997 - Feb 2000 |
25.65%
Feb 2009 - Feb 2014 |
17.23%
Feb 2009 - Feb 2019 |
13.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart