Value Line Mid Fund Manager Performance Evaluation
The entity has a beta of 0.67, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Value Line's returns are expected to increase less than the market. However, during the bear market, the loss of holding Value Line is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Value Line Mid has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Value Line is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.8700 |
Value |
Value Line Relative Risk vs. Return Landscape
If you would invest 3,421 in Value Line Mid on November 26, 2025 and sell it today you would lose (13.00) from holding Value Line Mid or give up 0.38% of portfolio value over 90 days. Value Line Mid is currently producing negative expected returns and takes up 0.874% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Value, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Value Line Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Value Line for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Value Line Mid can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Value Line Mid is not yet fully synchronised with the market data | |
| Value Line Mid generated a negative expected return over the last 90 days | |
| The fund keeps 96.76% of its net assets in stocks |
Value Line Fundamentals Growth
Value Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Value Line, and Value Line fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Value Mutual Fund performance.
| Total Asset | 1.18 B | ||||
About Value Line Performance
Evaluating Value Line's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Value Line has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Value Line has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests substantially all of the funds net assets in common stocks. Value Line is traded on NASDAQ Exchange in the United States.Things to note about Value Line Mid performance evaluation
Checking the ongoing alerts about Value Line for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Value Line Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Value Line Mid generated a negative expected return over the last 90 days | |
| The fund keeps 96.76% of its net assets in stocks |
- Analyzing Value Line's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Value Line's stock is overvalued or undervalued compared to its peers.
- Examining Value Line's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Value Line's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Value Line's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Value Line's mutual fund. These opinions can provide insight into Value Line's potential for growth and whether the stock is currently undervalued or overvalued.
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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