Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLHYX (VALUE LINE TAX EXEMPT FUND INC NATIONAL BOND PORTFOLIO) | NA | 2.92% | 4.46% | 2.71% | 2.89% | 2.71% | 2.84% | … | … |
Data as of 11/10/2021, Common starting date is 04/27/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLHYX (VALUE LINE TAX EXEMPT FUND INC NATIONAL BOND PORTFOLIO) | 04/27/1984 | 11/10/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.92 | 4.46 | 2.71 | 2.89 | 2.71 | 2.84 | … | … | 1.71 | 3.67 | 6.17 | 0.14 | 3.62 | -0.38 | 2.53 | 7.76 | -3.96 | 5.79 | 9.77 | 0.79 | 10.50 | -7.02 | 0.99 | 4.23 | 2.69 | 2.56 | 3.04 | 6.59 | 4.38 | 12.09 | -4.78 | 5.45 | 8.78 | 3.61 | 16.66 | -6.90 | 11.50 | 7.86 | 12.21 | 6.54 | 8.36 | 11.11 | 0.04 | 9.93 | 19.75 | 6.18 |
| Sharpe Ratio | NA | 0.86 | 0.84 | 0.51 | 0.77 | NA | NA | … | … | 0.55 | 0.49 | 2.57 | -0.77 | 1.43 | -0.24 | 1.31 | 4.25 | -1.10 | 2.39 | 3.49 | 0.23 | 2.55 | -0.97 | -0.54 | 0.28 | 0.14 | 0.39 | 0.58 | 1.74 | 0.70 | 2.99 | -2.94 | 0.70 | 1.62 | -0.01 | 3.06 | -1.53 | 2.45 | 1.54 | 2.60 | 0.31 | 0.80 | 2.02 | -0.69 | 1.02 | 3.12 | 0.16 |
| Standard Deviation(%) | NA | 3.35 | 4.59 | 3.81 | 3.21 | NA | NA | … | … | 3.59 | 6.94 | 1.83 | 1.63 | 2.08 | 2.51 | 1.90 | 1.82 | 3.62 | 2.41 | 2.79 | 3.08 | 4.09 | 8.19 | 4.00 | 2.98 | 3.03 | 4.06 | 3.98 | 3.13 | 2.78 | 2.63 | 2.77 | 2.82 | 3.15 | 4.57 | 4.15 | 6.53 | 3.79 | 3.45 | 3.17 | 3.31 | 3.03 | 3.07 | 6.01 | 5.41 | 4.56 | 13.13 |
| Draw Down(%) | NA | 2.23 | 10.26 | 10.26 | 10.26 | NA | NA | … | … | 2.23 | 10.26 | 1.59 | 2.06 | 1.57 | 5.31 | 2.27 | 1.36 | 7.90 | 2.10 | 2.45 | 5.94 | 4.59 | 15.44 | 4.63 | 2.70 | 3.23 | 6.94 | 6.42 | 3.55 | 3.73 | 2.91 | 6.34 | 1.90 | 1.84 | 4.40 | 2.23 | 12.51 | 3.39 | 4.68 | 1.93 | 3.40 | 1.55 | 1.84 | 10.44 | 5.83 | 2.25 | 7.94 |
| Yield(%) | 0.00 | 3.36 | 2.94 | 2.71 | 2.75 | 2.90 | 3.01 | … | … | 2.95 | 2.42 | 2.69 | 2.65 | 2.47 | 2.75 | 2.68 | 2.81 | 2.60 | 2.63 | 3.20 | 3.24 | 4.18 | 3.65 | 4.39 | 4.52 | 4.14 | 4.25 | 2.53 | 3.07 | 4.33 | 5.03 | 5.06 | 7.21 | 5.95 | 5.10 | 5.60 | 5.45 | 7.44 | 5.93 | 6.76 | 7.50 | 7.71 | 8.06 | 7.59 | 8.50 | 9.94 | 7.51 |
Data as of 11/10/2021, Common starting date is 04/27/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLHYX (VALUE LINE TAX EXEMPT FUND INC NATIONAL BOND PORTFOLIO) |
-0.88%
Nov 2005 – Nov 2008 |
0.34%
Nov 2003 – Nov 2008 |
2.18%
Nov 1998 – Nov 2008 |
2.50%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLHYX (VALUE LINE TAX EXEMPT FUND INC NATIONAL BOND PORTFOLIO) |
13.59%
May 1984 – May 1987 |
11.94%
May 1984 – May 1989 |
9.55%
May 1984 – May 1994 |
8.50%
May 1984 – May 1999 |
Annualized Rolling Returns Comparison Chart