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 |
---|---|---|---|---|---|---|---|---|
VLIFX (VALUE LINE MID CAP FOCUSED FUND INC. VALUE LINE MID CAP FOCUSED FUND INC.) | 0.52% | 3.75% | 9.82% | 8.71% | 10.00% | 12.10% | 7.76% | 7.14% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
VLIFX (VALUE LINE MID CAP FOCUSED FUND INC. VALUE LINE MID CAP FOCUSED FUND INC.) | 03/07/1980 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 03/07/1980.
AR inception is since 03/07/1980.
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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.31 | 3.75 | 9.82 | 8.71 | 10.00 | 12.10 | 7.76 | 7.14 | 0.52 | 6.63 | 22.11 | -15.36 | 10.43 | 11.07 | 35.30 | 4.65 | 19.85 | 10.93 | 2.95 | 7.90 | 30.87 | 14.60 | 5.74 | 25.55 | 9.49 | -49.29 | 19.52 | 3.99 | 10.47 | 12.29 | 16.35 | -25.35 | -12.82 | -15.30 | 26.81 | 20.27 | 21.17 | 22.60 | 32.13 | -4.45 | 6.89 | 4.61 | 48.94 | -0.78 | 17.08 | 7.65 | -13.40 | 4.30 | 34.57 | -14.74 | -6.38 | 0.67 | -10.46 | 37.45 |
Sharpe Ratio | NA | -0.05 | 0.17 | 0.35 | 0.44 | NA | NA | 0.22 | -0.13 | 0.00 | 1.27 | -0.68 | 0.60 | 0.31 | 2.84 | 0.22 | 2.42 | 0.83 | 0.20 | 0.64 | 2.73 | 1.09 | 0.23 | 1.52 | 0.49 | -1.32 | 0.88 | 0.04 | 0.50 | 0.68 | 1.03 | -1.21 | -0.66 | -0.68 | 1.07 | 0.70 | 1.00 | 1.55 | 3.23 | -0.62 | 0.36 | 0.17 | 3.15 | -0.25 | 0.70 | 0.22 | -0.54 | 0.01 | 2.36 | -1.31 | -0.87 | -0.24 | -1.08 | 1.73 |
Standard Deviation(%) | NA | 17.71 | 18.34 | 18.85 | 18.61 | NA | NA | 19.42 | 23.36 | 13.94 | 14.20 | 24.54 | 17.23 | 34.96 | 11.94 | 15.53 | 7.97 | 12.95 | 14.40 | 12.34 | 11.28 | 13.42 | 25.00 | 16.77 | 19.11 | 37.82 | 18.79 | 18.99 | 16.45 | 16.73 | 15.18 | 21.95 | 23.15 | 28.47 | 21.98 | 24.33 | 17.52 | 12.21 | 8.75 | 11.86 | 13.50 | 12.99 | 14.28 | 24.10 | 16.29 | 13.48 | 32.40 | 20.57 | 12.44 | 16.38 | 14.22 | 28.27 | 18.86 | 22.92 |
Draw Down(%) | NA | 18.40 | 18.40 | 26.93 | 35.51 | NA | NA | 61.42 | 14.27 | 9.03 | 10.85 | 21.73 | 11.54 | 35.51 | 4.92 | 17.64 | 3.78 | 8.54 | 10.12 | 8.52 | 5.72 | 9.31 | 19.78 | 11.80 | 19.21 | 56.20 | 11.84 | 20.88 | 12.06 | 14.98 | 10.21 | 29.69 | 31.40 | 23.93 | 13.09 | 28.62 | 12.16 | 10.43 | 4.90 | 14.23 | 10.01 | 17.27 | 7.41 | 22.15 | 16.44 | 8.56 | 35.63 | 19.99 | 12.30 | 28.04 | 18.70 | 24.27 | 18.70 | 18.71 |
Yield(%) | 0.00 | 0.06 | 0.08 | 0.07 | 1.42 | 2.08 | 2.92 | 6.13 | 0.00 | 0.06 | 0.03 | 0.11 | 0.00 | 0.09 | 1.93 | 5.09 | 1.89 | 2.47 | 0.00 | 0.04 | 0.54 | 0.00 | 0.01 | 0.00 | 0.00 | 2.18 | 16.09 | 8.85 | 16.29 | 14.57 | 11.58 | 0.73 | 0.69 | 3.29 | 10.48 | 2.70 | 20.64 | 13.21 | 9.28 | 15.32 | 8.13 | 14.45 | 8.13 | 3.36 | 2.65 | 2.54 | 1.80 | 1.62 | 1.87 | 1.56 | 3.90 | 5.33 | 2.98 | 2.13 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VLIFX (VALUE LINE MID CAP FOCUSED FUND INC. VALUE LINE MID CAP FOCUSED FUND INC.) |
-19.77%
Feb 2006 - Feb 2009 |
-7.91%
Apr 2000 - Apr 2005 |
-6.22%
Mar 1999 - Mar 2009 |
0.84%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
VLIFX (VALUE LINE MID CAP FOCUSED FUND INC. VALUE LINE MID CAP FOCUSED FUND INC.) |
27.19%
Jul 1994 - Jul 1997 |
24.52%
Dec 1994 - Dec 1999 |
17.85%
Aug 1990 - Aug 2000 |
14.11%
Dec 1984 - Dec 1999 |
Annualized Rolling Returns Comparison Chart