Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLLIX (VALUE LINE LARGER COMPANIES FOCUSED FUND INC. INSTITUTIONAL) | 12.62% | 31.04% | 30.88% | 12.69% | 16.67% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLLIX (VALUE LINE LARGER COMPANIES FOCUSED 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 (%) | 3.28 | 31.04 | 30.88 | 12.69 | 16.67 | NA | NA | … | … | 12.62 | 24.36 | 23.61 | 59.52 | -45.96 | -10.06 | 33.24 | 25.97 | 1.22 | 33.99 | 0.35 | 5.49 |
| Sharpe Ratio | NA | 1.36 | 1.18 | 0.37 | 0.60 | NA | NA | … | … | 1.30 | 0.71 | 0.76 | 2.84 | -1.16 | -0.40 | 0.89 | 1.30 | 0.00 | 2.92 | 0.01 | 1.54 |
| Standard Deviation(%) | NA | 23.48 | 24.70 | 27.40 | 25.51 | NA | NA | … | … | 27.06 | 30.89 | 22.32 | 19.67 | 41.03 | 25.10 | 37.03 | 18.89 | 24.76 | 11.48 | 18.08 | 25.11 |
| Draw Down(%) | NA | 24.30 | 26.03 | 45.96 | 45.96 | NA | NA | … | … | 18.82 | 26.03 | 15.34 | 13.75 | 48.20 | 23.16 | 32.31 | 14.47 | 23.87 | 4.01 | 18.72 | 4.76 |
| Yield(%) | 0.00 | 6.65 | 5.02 | 5.74 | 10.39 | 7.17 | 5.38 | … | … | 0.00 | 7.29 | 3.32 | 0.00 | 7.43 | 12.98 | 12.44 | 11.28 | 12.62 | 9.44 | 12.95 | 10.91 |
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 |
|---|---|---|---|---|
| VLLIX (VALUE LINE LARGER COMPANIES FOCUSED FUND INC. INSTITUTIONAL) |
-2.66%
Dec 2019 – Dec 2022 |
3.30%
Dec 2017 – Dec 2022 |
14.11%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLLIX (VALUE LINE LARGER COMPANIES FOCUSED FUND INC. INSTITUTIONAL) |
38.95%
Sep 2022 – Sep 2025 |
23.71%
Feb 2016 – Feb 2021 |
16.85%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart