Value Line Financial Statements From 2010 to 2024
| VLEIX Fund | USD 66.22 0.82 1.25% |
Check Value Line financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Value Line's main balance sheet or income statement drivers, such as , as well as many indicators such as . Value financial statements analysis is a perfect complement when working with Value Line Valuation or Volatility modules.
Value |
Value Line Small Mutual Fund Year To Date Return Analysis
Value Line's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Value Line Year To Date Return | 19.22 % |
Most of Value Line's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Value Line Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
As per the company's disclosures, Value Line Small has a Year To Date Return of 19.2193%. This is much higher than that of the Value Line family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Value Line Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Value Line's current stock value. Our valuation model uses many indicators to compare Value Line value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Value Line competition to find correlations between indicators driving Value Line's intrinsic value. More Info.Value Line Small is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 1.54 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Value Line's earnings, one of the primary drivers of an investment's value.About Value Line Financial Statements
Value Line investors use historical fundamental indicators, such as Value Line's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Value Line. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the adviser invests at least 80 percent of the funds assets in stocks of U.S. companies with small market capitalizations. A portion of the funds assets may also be invested in stocks of U.S. mid-market capitalization companies. The adviser defines stocks of U.S. companies as companies that do business in the U.S., are organized in the U.S. or whose stock is traded on a U.S. exchange or over-the-counter market.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Value Mutual Fund
Value Line financial ratios help investors to determine whether Value Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Value with respect to the benefits of owning Value Line security.
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