Performance analysis of Value Line (VALU)
Annual Return
Over the past 3 years, VALU has had an average annual return of -8.97%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, VALU has had an average annual return of +3.80%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, VALU has had an average annual return of +10.78%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, VALU has had an average annual return of +5.20%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -13.46% | -24.85% | +11.24% | -1.94% | +10.29% | +45.90% | +17.35% | +14.92% | +40.56% | +3.28% | +42.82% | -9.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +45.95% | +37.96% | -8.02% | -24.56% | -25.56% | -24.73% | -11.99% | -8.16% | +31.98% | -7.88% | +11.72% | +17.28% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -8.30% | +43.76% | -1.28% | +1.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.62% | -1.97% | -3.95% | +0.70% | -8.50% | +1.40% | -13.46% | ||||||
| 2025 | -25.03% | +4.17% | -5.55% | +6.60% | -4.18% | -0.10% | -4.33% | +2.15% | +3.01% | -5.39% | +1.23% | +3.56% | -24.85% |
| 2024 | -7.93% | -3.36% | -6.03% | -9.88% | +4.42% | +13.94% | +10.39% | -12.25% | +12.16% | +4.60% | +7.67% | +1.42% | +11.24% |
| 2023 | +2.11% | -2.80% | -3.84% | -4.66% | +0.22% | +0% | +17.32% | -0.30% | -18.14% | -5.65% | +2.69% | +15.93% | -1.94% |
| 2022 | +26.48% | +0.05% | +13.54% | -1.91% | +7.85% | -6.46% | +31.78% | -5.51% | -46.47% | +22.59% | +4.48% | -9.14% | +10.29% |
| 2021 | -5.95% | -6.30% | -2.32% | +9.12% | +1.18% | +0.32% | +3.91% | +14.53% | -6.52% | +1.20% | +17.56% | +15.60% | +45.90% |
| 2020 | +14.63% | -12.47% | +12.17% | -3.57% | -8.00% | -5.30% | -7.88% | +5.88% | -5.36% | +11.34% | +0.69% | +19.93% | +17.35% |
| 2019 | -16.73% | -6.29% | +22.83% | -5.45% | +5.36% | +12.79% | -4.43% | +2.68% | -15.11% | -10.35% | +35.49% | +5.47% | +14.92% |
| 2018 | +0.24% | -2.34% | -1.51% | +7.50% | +3.54% | +17.50% | -3.00% | +7.01% | +2.01% | +2.20% | +5.15% | -2.03% | +40.56% |
| 2017 | -9.76% | +2.69% | -3.86% | +2.62% | -1.31% | +6.09% | -2.35% | -9.72% | +10.33% | +2.57% | -1.12% | +9.39% | +3.28% |
Drawdown analysis of Value Line (VALU)
The maximum drawdown for the VALU was -77.34%, occurring on Jun 24, 2013. Recovery took 1513 trading sessions.
The current VALU drawdown is -64.08%.
Since Nov 1, 1999 VALU has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 8 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.34% | Nov 30, 2006 | 1650 | Jun 24, 2013 | 1513 | Jun 27, 2019 | 3163 |
| -67.14% | Aug 26, 2022 | 283 | Oct 12, 2023 | Ongoing | Ongoing | Ongoing |
| -40.29% | Apr 20, 2022 | 38 | Jun 14, 2022 | 32 | Aug 1, 2022 | 70 |
| -37.92% | Apr 28, 2004 | 50 | Jul 12, 2004 | 573 | Oct 17, 2006 | 623 |
| -36.24% | Mar 4, 2020 | 75 | Jun 19, 2020 | 294 | Aug 19, 2021 | 369 |
| -29.59% | Sep 10, 2001 | 10 | Sep 28, 2001 | 423 | Jun 5, 2003 | 433 |
| -27.92% | Jun 27, 2019 | 88 | Oct 31, 2019 | 29 | Dec 12, 2019 | 117 |
| -24.07% | Aug 1, 2022 | 10 | Aug 15, 2022 | 9 | Aug 26, 2022 | 19 |
| -19.87% | Jan 24, 2020 | 23 | Feb 27, 2020 | 4 | Mar 4, 2020 | 27 |
| -18.05% | Aug 27, 2021 | 14 | Sep 17, 2021 | 35 | Nov 5, 2021 | 49 |
| -15.99% | Jan 19, 2000 | 22 | Feb 18, 2000 | 10 | Mar 6, 2000 | 32 |
| -14.97% | Mar 6, 2000 | 58 | May 26, 2000 | 44 | Jul 31, 2000 | 102 |
| -13.88% | Jun 11, 2003 | 39 | Aug 6, 2003 | 170 | Apr 8, 2004 | 209 |
| -13.31% | Jul 31, 2000 | 58 | Oct 20, 2000 | 73 | Feb 6, 2001 | 131 |
| -12.94% | Nov 16, 2021 | 9 | Nov 30, 2021 | 15 | Dec 21, 2021 | 24 |
| -12.93% | Feb 25, 2022 | 2 | Mar 1, 2022 | 11 | Mar 16, 2022 | 13 |
| -10.66% | Feb 15, 2001 | 55 | May 7, 2001 | 39 | Jul 2, 2001 | 94 |
| -10.30% | Dec 16, 2019 | 5 | Dec 23, 2019 | 11 | Jan 9, 2020 | 16 |
| -10.07% | Jul 5, 2001 | 23 | Aug 7, 2001 | 21 | Sep 6, 2001 | 44 |
| -9.79% | Oct 31, 2006 | 4 | Nov 6, 2006 | 15 | Nov 28, 2006 | 19 |
| -8.78% | Apr 12, 2004 | 5 | Apr 19, 2004 | 5 | Apr 26, 2004 | 10 |
| -8.45% | Nov 9, 2021 | 1 | Nov 10, 2021 | 3 | Nov 15, 2021 | 4 |
| -7.84% | Jan 26, 2022 | 1 | Jan 27, 2022 | 2 | Jan 31, 2022 | 3 |
| -6.95% | Jan 15, 2020 | 5 | Jan 23, 2020 | 1 | Jan 24, 2020 | 6 |
| -6.49% | Dec 8, 1999 | 1 | Dec 9, 1999 | 23 | Jan 12, 2000 | 24 |