Value Line Mid Fund Manager Performance Evaluation
| VLIFX Fund | USD 31.89 -0.35 -1.09% |
The fund shows a Beta (market volatility) of 0.87, which alludes to possible diversification benefits within a given portfolio. Returns on VALUE LINE closely shadow the overall market, offering near-index exposure without significant amplification or dampening.
Risk-Adjusted Performance
Weak
Weak | Strong |
Value Line Mid has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. This reading is usually reviewed beside volatility, downside risk, and benchmark-relative behavior before conviction is increased. Despite latest weak performance, the fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund's investors. Learn More
| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.0800 |
VALUE |
Relative Risk vs. Return Landscape
If you had invested $ 3,444 in Value Line Mid on December 20, 2025 and sold it today you would have lost $ 220.00 from holding Value Line Mid or given up 6.39% of portfolio value over 90 days. Value Line Mid is currently producing negative expected returns and carries 0.9115% volatility of returns over 90 trading days. Put another way, 8% 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 |
Historical Prices of Value Line Mid
Below is the normalized historical share price chart for Value Line Mid extending back to December 26, 1979. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of VALUE LINE stands at 31.89, as last reported on the 20th of March, with the highest price reaching 31.89 and the lowest price hitting 31.89 during the day.Macro event markers
Target Price Odds to finish over Current Price
Investors have long observed that VALUE Mutual Fund price tends to fluctuate around a central value over time. This mean reversion pattern is a cornerstone of many forecasting models. However, periods of persistent mispricing in some funds suggest that additional risk factors may account for the delayed correction.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 31.89 | 90 days | 31.89 | close to 99 |
A normal distribution analysis suggests that the odds of VALUE LINE moving above the current price in 90 days from now are close to 99 (The distribution above shows where VALUE Mutual Fund price is most likely to fall within the next 90 days based on historical volatility).
VALUE LINE Price Density |
| Price |
Predictive Modules for VALUE LINE
Forecasting Value Line Mid involves applying various models to estimate future price behavior. While no method can consistently predict the fund market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.Mean reversion in VALUE LINE's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Primary Risk Indicators
The mutual fund market has gone through extended periods of turbulence over the past two decades. VALUE LINE has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Value Line Mid by monitoring VALUE LINE's fundamental risk indicators and maintaining appropriate hedges.α | Alpha over Dow Jones | -0.0215 | |
β | Beta against Dow Jones | 0.87 | |
σ | Overall volatility | 0.80 | |
Ir | Information ratio | -0.0098 |
Investor Alerts and Insights
Setting up alerts on VALUE LINE ensures that material changes in technical or fundamental conditions are not missed. These notifications for Value Line Mid help investors make timely decisions in response to significant fund events.| Value Line Mid generated a negative expected return over the last 90 days | |
| The fund keeps 99.76% of its net assets in stocks |
VALUE LINE Fundamentals Growth
VALUE LINE's fundamentals serve as the primary lens through which investors evaluate VALUE Mutual Fund. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward VALUE Mutual Fund.
| Price To Earning | 26.10 X | |||
| Price To Book | 4.24 X | |||
| Price To Sales | 2.47 X | |||
| Total Asset | 453.58 M | |||
Performance Metrics & Calculation Methodology
VALUE LINE performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Drawdown profile frames downside sensitivity and recovery characteristics.
This section for Value Line Mid is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules. Return and risk statistics are calculated from historical price series.