Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLAAX (VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC) | -5.15% | -11.13% | 4.46% | 0.57% | 5.88% | 7.01% | 6.26% | … | … |
Data as of 06/05/2026, Common starting date is 12/21/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLAAX (VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC) | 12/21/1993 | 06/05/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | -11.13 | 4.46 | 0.57 | 5.88 | 7.01 | 6.26 | … | … | -5.15 | -2.61 | 9.36 | 21.52 | -19.66 | 5.00 | 14.64 | 25.40 | 2.00 | 14.94 | 5.77 | 1.11 | 6.98 | 20.33 | 14.68 | 5.98 | 17.00 | 16.39 | -29.33 | 15.32 | 7.10 | 9.22 | 13.59 | 21.94 | -12.20 | -10.11 | 0.37 | 19.79 | 25.82 | 20.78 | 26.60 | 24.03 | 2.39 | 3.08 |
| Sharpe Ratio | NA | -1.53 | 0.12 | -0.16 | 0.34 | NA | NA | … | … | -1.40 | -0.50 | 0.65 | 1.83 | -1.10 | 0.42 | 0.67 | 2.93 | 0.06 | 2.88 | 0.62 | 0.11 | 0.78 | 2.50 | 1.54 | 0.30 | 1.33 | 0.80 | -0.94 | 0.96 | 0.35 | 0.69 | 1.30 | 1.92 | -0.70 | -0.63 | -0.16 | 1.39 | 1.13 | 2.27 | 2.89 | 1.75 | -0.07 | 45.16 |
| Standard Deviation(%) | NA | 9.00 | 9.80 | 12.70 | 12.44 | NA | NA | … | … | 10.04 | 10.99 | 8.81 | 9.85 | 19.24 | 11.97 | 21.32 | 8.16 | 10.81 | 4.98 | 9.00 | 9.86 | 8.92 | 8.10 | 9.58 | 19.60 | 12.72 | 20.47 | 32.18 | 12.73 | 10.59 | 10.07 | 9.67 | 11.02 | 19.10 | 20.12 | 24.10 | 11.86 | 19.83 | 7.50 | 7.88 | 11.46 | 9.52 | 4.32 |
| Draw Down(%) | NA | 14.38 | 15.61 | 26.65 | 26.65 | NA | NA | … | … | 8.77 | 8.52 | 6.11 | 6.66 | 22.24 | 8.45 | 23.89 | 3.43 | 12.31 | 2.44 | 6.53 | 7.17 | 5.48 | 5.23 | 6.45 | 15.19 | 8.58 | 21.04 | 40.98 | 7.67 | 9.52 | 6.71 | 8.34 | 8.00 | 21.51 | 25.07 | 19.38 | 6.98 | 28.60 | 4.76 | 5.92 | 8.69 | 9.28 | 0.10 |
| Yield(%) | 0.00 | 10.20 | 10.44 | 5.76 | 5.70 | 6.26 | 5.64 | … | … | 0.00 | 10.65 | 10.21 | 10.91 | 0.72 | 0.03 | 0.03 | 2.17 | 3.06 | 4.76 | 2.50 | 2.93 | 2.24 | 3.09 | 3.05 | 3.33 | 0.53 | 0.91 | 2.50 | 8.79 | 7.32 | 9.07 | 0.18 | 0.65 | 0.69 | 0.30 | 3.68 | 8.37 | 1.95 | 15.32 | 22.36 | 1.12 | 0.60 | 0.44 |
Data as of 06/05/2026, Common starting date is 12/21/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLAAX (VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC) |
-10.49%
Feb 2000 – Feb 2003 |
-1.76%
Feb 2004 – Feb 2009 |
1.10%
Aug 2000 – Aug 2010 |
4.82%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLAAX (VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC) |
25.65%
Mar 1995 – Mar 1998 |
24.24%
Feb 1995 – Feb 2000 |
12.85%
Feb 2009 – Feb 2019 |
10.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart