Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLIIX (VALUE LINE INCOME & GROWTH FUND INC INSTITUTIONAL) | 8.21% | 24.49% | 21.90% | 8.85% | 12.95% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLIIX (VALUE LINE INCOME & GROWTH FUND INC INSTITUTIONAL) | 11/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.37 | 24.49 | 21.90 | 8.85 | 12.95 | NA | NA | … | … | 8.21 | 15.36 | 21.47 | 34.93 | -29.77 | 7.01 | 33.52 | 27.01 | -2.77 | 24.33 | 2.95 | 3.21 |
| Sharpe Ratio | NA | 1.46 | 1.19 | 0.34 | 0.60 | NA | NA | … | … | 1.01 | 0.64 | 1.28 | 2.24 | -1.05 | 0.45 | 1.12 | 1.70 | -0.21 | 2.85 | 0.22 | 0.96 |
| Standard Deviation(%) | NA | 14.94 | 15.73 | 19.24 | 18.98 | NA | NA | … | … | 17.50 | 19.87 | 13.94 | 14.11 | 29.70 | 15.56 | 29.45 | 15.04 | 19.70 | 8.34 | 12.53 | 22.30 |
| Draw Down(%) | NA | 12.25 | 17.54 | 35.00 | 35.00 | NA | NA | … | … | 11.18 | 17.54 | 9.15 | 11.30 | 32.27 | 8.92 | 28.39 | 10.09 | 20.32 | 2.89 | 11.68 | 4.72 |
| Yield(%) | 0.00 | 6.79 | 4.06 | 5.01 | 8.00 | 5.65 | 4.23 | … | … | 0.00 | 7.11 | 1.25 | 1.30 | 7.08 | 10.87 | 6.88 | 11.62 | 7.53 | 6.80 | 5.63 | 11.35 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| VLIIX (VALUE LINE INCOME & GROWTH FUND INC INSTITUTIONAL) |
-0.43%
Apr 2021 – Apr 2024 |
4.38%
Dec 2017 – Dec 2022 |
11.51%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLIIX (VALUE LINE INCOME & GROWTH FUND INC INSTITUTIONAL) |
25.79%
Sep 2022 – Sep 2025 |
18.44%
Feb 2016 – Feb 2021 |
13.53%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart