Skip to search.

Breaking News Visit Yahoo! News for the latest.

×Close this window

 Dow Up0.80% Nasdaq Up0.97%

More On VALCX

Quotes

Charts

News & Info

Fund

Analyst

  • Research Reports

Value Line Convertible (VALCX)

10.97 Up 0.03(0.27%) Dec 16


Performance Overview as of Nov 29, 2011Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:-5.37%
5-Year Average Return:0.89%
Number of Years Up:18
Number of Years Down:7
Best 1 Yr Total Return (1999-12-31):33.38%
Worst 1 Yr Total Return (2008-12-31):-32.28%
Best 3-Yr Total Return (N/A):16.21%
Worst 3-Yr Total Return (N/A):-7.36%
Load Adjusted Returns 
1-Year:-1.35%
3-Year:13.67%
5-Year:0.89%
10-Year:3.15%
Trailing Returns (%) vs. Benchmarks 
ReturnVALCXCategoryDiffIndex*Diff
Year To Date-5.37N/AN/AN/AN/A
1-Month-1.92N/AN/AN/AN/A
3-Month-0.91N/AN/AN/AN/A
1-Year-1.35N/AN/AN/AN/A
3-Year13.67N/AN/AN/AN/A
5-Year0.89N/AN/AN/AN/A
Last Bull Market (Aug 30, 2010 to Jun 29, 2011)18.92N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-15.17N/AN/AN/AN/A
Annual Total Return (%) History () 
YearVALCXCategoryDiff
Past Quarterly Returns (%) for VALCX 
Q1Q2Q3Q4
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date46N/A
1-Month59N/A
3-Month43N/A
6-Month39N/A
1-Year47N/A
3-Year93N/A
5-Year78N/A