Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLMIX (VALUE LINE MID CAP FOCUSED FUND INC. INSTITUTIONAL CLASS) | -0.38% | -0.83% | 7.62% | 6.24% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLMIX (VALUE LINE MID CAP FOCUSED FUND INC. INSTITUTIONAL CLASS) | 08/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | -0.83 | 7.62 | 6.24 | NA | NA | NA | … | … | -0.38 | 0.64 | 7.83 | 22.39 | -9.40 | 20.12 | 20.25 | 36.37 | 4.98 | 6.89 |
| Sharpe Ratio | NA | -0.35 | 0.26 | 0.20 | NA | NA | NA | … | … | -0.48 | -0.13 | 0.31 | 1.33 | -0.46 | 1.39 | 0.58 | 2.91 | 0.23 | 2.47 |
| Standard Deviation(%) | NA | 13.51 | 14.89 | 16.85 | NA | NA | NA | … | … | 15.19 | 17.15 | 13.71 | 14.24 | 23.43 | 14.41 | 34.06 | 11.97 | 15.52 | 7.32 |
| Draw Down(%) | NA | 11.77 | 17.59 | 21.85 | NA | NA | NA | … | … | 11.77 | 14.24 | 8.17 | 10.82 | 21.68 | 6.78 | 35.47 | 4.90 | 17.54 | 2.03 |
| Yield(%) | 0.00 | 2.08 | 1.44 | 3.81 | 5.42 | 3.61 | 2.71 | … | … | 0.00 | 2.13 | 1.31 | 0.27 | 6.37 | 9.28 | 8.90 | 2.79 | 5.09 | 1.69 |
Data as of 06/04/2026, Common starting date is 08/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLMIX (VALUE LINE MID CAP FOCUSED FUND INC. INSTITUTIONAL CLASS) |
5.45%
Mar 2023 – Mar 2026 |
5.96%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLMIX (VALUE LINE MID CAP FOCUSED FUND INC. INSTITUTIONAL CLASS) |
25.35%
Dec 2018 – Dec 2021 |
16.91%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart