Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLNYX (Value Line NY Tax-Exempt) | NA | -50.65% | -18.30% | -10.38% | -4.16% | -1.32% | NA | … | … |
Data as of 03/26/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLNYX (Value Line NY Tax-Exempt) | 06/21/1996 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -51.69 | -50.65 | -18.30 | -10.38 | -4.16 | -1.32 | NA | … | … | -51.69 | 2.88 | 8.77 | 0.81 | 11.82 | -9.12 | 1.82 | 4.51 | 3.80 | 3.35 | 2.90 | 7.02 | 3.80 | 11.72 | -4.16 | 6.11 | 9.34 | 6.50 |
| Sharpe Ratio | NA | -0.70 | -0.44 | -0.32 | -0.23 | NA | NA | … | … | -0.64 | 1.85 | 3.28 | 0.24 | 2.57 | -1.12 | -0.36 | 0.38 | 0.41 | 0.59 | 0.54 | 1.50 | 0.48 | 2.80 | -2.62 | 0.86 | 1.74 | 1.96 |
| Standard Deviation(%) | NA | 72.91 | 42.17 | 32.89 | 23.43 | NA | NA | … | … | 150.36 | 1.55 | 2.67 | 3.07 | 4.55 | 8.93 | 3.74 | 2.86 | 3.74 | 4.04 | 4.01 | 3.91 | 2.82 | 2.68 | 2.88 | 3.09 | 3.24 | 4.60 |
| Draw Down(%) | NA | 51.74 | 51.74 | 51.74 | 51.74 | NA | NA | … | … | 51.69 | 1.71 | 2.19 | 5.96 | 3.76 | 16.77 | 2.95 | 2.35 | 2.97 | 6.50 | 6.39 | 4.51 | 4.06 | 3.41 | 6.80 | 2.50 | 2.32 | 2.54 |
| Yield(%) | 0.00 | 0.40 | 1.91 | 2.96 | 3.71 | 3.96 | 3.64 | … | … | 0.00 | 0.81 | 2.64 | 2.78 | 6.36 | 3.34 | 3.92 | 3.59 | 7.86 | 4.36 | 4.47 | 2.67 | 4.27 | 4.50 | 5.32 | 7.20 | 4.62 | 4.10 |
Data as of 03/26/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLNYX (Value Line NY Tax-Exempt) |
-1.11%
Dec 2005 – Dec 2008 |
0.74%
Dec 2003 – Dec 2008 |
2.39%
Nov 1998 – Nov 2008 |
3.53%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLNYX (Value Line NY Tax-Exempt) |
7.98%
Sep 1999 – Sep 2002 |
6.47%
Aug 1996 – Aug 2001 |
4.96%
Aug 1996 – Aug 2006 |
4.16%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart