Value Line Financials
| VLAIX Fund | USD 46.90 0.20 0.43% |
Value |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Value Line Fund Summary
Value Line competes with Value Line, Janus Balanced, Akre Focus, Global Opportunity, and Loomis Sayles. To achieve the funds investment objective, the adviser invests in a broad range of common stocks, bonds and money market instruments. The Adviser attempts to achieve its objective by following an asset allocation strategy that enables the Adviser to periodically shift the assets of the fund among three types of securities common stocks, debt securities with maturities of more than one year that are principally rated investment grade and money market instruments.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Value Line Asset |
| Mutual Fund Family | Value Line |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 243 2729 |
| Currency | USD - US Dollar |
Value Line Key Financial Ratios
Value Financial Ratios 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 Asset is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 1,179 of Year To Date Return per Annual Yield. 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.Value Line Asset Systematic Risk
Value Line's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Value Line volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Value Line Asset correlated with the market. If Beta is less than 0 Value Line generally moves in the opposite direction as compared to the market. If Value Line Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Value Line Asset is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Value Line is generally in the same direction as the market. If Beta > 1 Value Line moves generally in the same direction as, but more than the movement of the benchmark.
Value Line November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Value Line help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Value Line Asset. We use our internally-developed statistical techniques to arrive at the intrinsic value of Value Line Asset based on widely used predictive technical indicators. In general, we focus on analyzing Value Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Value Line's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5083 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 2.23 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 0.978 |
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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |