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VLIFX: VALUE LINE MID CAP FOCUSED FUND INC. VALUE LINE MID CAP FOCUSED FUND INC. (MUTUAL FUND)
Basic Info 33.4 0.34(1.01%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 03/07/1980 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 2.11% |
| Expenses | 1.07% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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(%) | 0.6 | -1.5 | -1.8 | 7.0 | 2.7 | 9.2 | 9.8 | 6.9 | 6.9 | 0.8 | 7.6 | 22.1 | -15.4 | 10.4 | 11.1 | 35.3 | 4.7 | 19.8 | 10.9 | 3.0 | 7.9 | 30.9 | 14.6 | 5.7 | 25.6 | 9.5 | -49.3 | 19.5 | 4.0 | 10.5 | 12.3 | 16.4 | -25.4 | -12.8 | -15.3 | 26.8 | 20.3 | 21.2 | 22.6 | 32.1 | -4.5 | 6.9 | 4.6 | 48.9 | -0.8 | 17.1 | 7.7 | -13.4 | 4.3 | 34.6 | -14.7 | -6.4 | 0.7 | -10.5 | 37.4 |
| Sharpe Ratio | NA | -0.4 | -0.33 | 0.25 | 0.01 | 0.41 | NA | NA | 0.21 | -0.12 | 0.29 | 1.31 | -0.69 | 0.6 | 0.31 | 2.83 | 0.21 | 2.42 | 0.83 | 0.2 | 0.64 | 2.73 | 1.09 | 0.23 | 1.52 | 0.49 | -1.33 | 0.88 | 0.03 | 0.5 | 0.68 | 1.03 | -1.21 | -0.67 | -0.69 | 1.07 | 0.69 | 0.99 | 1.54 | 3.22 | -0.63 | 0.35 | 0.16 | 3.14 | -0.26 | 0.68 | 0.2 | -0.54 | 0.0 | 2.34 | -1.32 | -0.89 | -0.25 | -1.11 | 1.71 |
| Draw Down(%) | NA | 11.8 | 11.8 | 17.7 | 26.9 | 35.5 | NA | NA | 61.4 | 14.3 | 8.2 | 10.9 | 21.7 | 11.5 | 35.5 | 4.9 | 17.6 | 3.8 | 8.5 | 10.1 | 8.5 | 5.7 | 9.3 | 19.8 | 11.8 | 19.2 | 56.2 | 11.8 | 20.9 | 12.1 | 15.0 | 10.2 | 29.7 | 31.4 | 23.9 | 13.1 | 28.6 | 12.2 | 10.4 | 4.9 | 14.2 | 10.0 | 17.3 | 7.4 | 22.1 | 16.4 | 8.6 | 35.6 | 20.0 | 12.3 | 28.0 | 18.7 | 24.3 | 18.7 | 18.7 |
| Standard Deviation(%) | NA | 15.0 | 13.5 | 14.8 | 17.7 | 18.5 | NA | NA | 19.3 | 16.9 | 13.7 | 14.2 | 24.5 | 17.2 | 35.0 | 11.9 | 15.5 | 8.0 | 13.0 | 14.4 | 12.3 | 11.3 | 13.4 | 25.0 | 16.8 | 19.1 | 37.8 | 18.8 | 19.0 | 16.4 | 16.7 | 15.2 | 22.0 | 23.1 | 28.5 | 22.0 | 24.3 | 17.5 | 12.2 | 8.7 | 11.9 | 13.5 | 13.0 | 14.3 | 24.1 | 16.3 | 13.5 | 32.4 | 20.6 | 12.4 | 16.4 | 14.2 | 28.3 | 18.9 | 22.9 |
| Treynor Ratio | NA | -0.09 | -0.07 | 0.05 | 0.0 | 0.1 | NA | NA | 0.05 | -0.03 | 0.05 | 0.24 | -0.24 | 0.15 | 0.12 | 0.44 | 0.04 | 0.23 | 0.14 | 0.03 | 0.09 | 0.38 | 0.18 | 0.07 | 0.34 | 0.16 | -0.64 | 0.16 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.05 | -0.03 | -0.02 | -0.01 | 0.0 | NA | NA | 0.02 | -0.03 | -0.02 | 0.01 | 0.02 | -0.01 | -0.06 | 0.03 | 0.04 | 0.01 | 0.02 | 0.02 | -0.01 | 0.02 | 0.01 | 0.03 | 0.01 | -0.05 | -0.08 | 0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.63 | 0.65 | 0.72 | 0.71 | 0.78 | NA | NA | 0.78 | 0.68 | 0.82 | 0.78 | 0.69 | 0.69 | 0.92 | 0.78 | 0.81 | 0.84 | 0.77 | 0.88 | 0.87 | 0.82 | 0.81 | 0.87 | 0.74 | 0.59 | 0.78 | 1.04 | 1.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.67 | 0.61 | 0.76 | 0.76 | 0.8 | NA | NA | 0.37 | 0.74 | 0.81 | 0.86 | 0.83 | 0.55 | 0.88 | 0.81 | 0.9 | 0.76 | 0.9 | 0.93 | 0.94 | 0.93 | 0.94 | 0.97 | 0.96 | 0.86 | 0.93 | 0.92 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.1 | 1.1 | 0.0 | 0.1 | 0.0 | 0.1 | 1.9 | 5.1 | 1.9 | 2.5 | 0.0 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 2.2 | 16.1 | 8.8 | 16.3 | 14.6 | 11.6 | 0.7 | 0.7 | 3.3 | 10.5 | 2.7 | 20.6 | 13.2 | 9.3 | 15.3 | 8.1 | 14.5 | 8.1 | 3.4 | 2.6 | 2.5 | 1.8 | 1.6 | 1.9 | 1.6 | 3.9 | 5.3 | 3.0 | 2.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 114.7 | 3688.9 | -74.3 | N/A | -100.0 | -93.9 | -62.9 | 216.7 | -15.1 | N/A | -100.0 | -89.5 | N/A | -100.0 | N/A | N/A | -100.0 | -86.3 | 69.7 | -46.6 | 7.4 | 27.2 | 1114.2 | -3.6 | -83.8 | -63.5 | 352.6 | -86.8 | 68.8 | 76.5 | -51.2 | 84.0 | -49.3 | 150.3 | 125.9 | 48.3 | 8.8 | 19.1 | 16.1 | 15.0 | 0.0 | -63.6 | -31.2 | 53.8 | 89.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1979
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