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Value Line Income & Growth (VALIX)

On Dec 7: 7.70   0.01 (0.13%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 14.39% Worst 1 Yr Total Return (2008): -21.53% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic VALIX Category Alpha (against Standard Index) -0.26 -2.88 Beta (against Standard Index) 0.93 1.08 Mean Annual Return 0.37 -0.13 R-squared (against Standard Index) 96 93.44 Standard Deviation 12.57 14.69 Sharpe Ratio -0.10 N/A Treynor Ratio -2.19 N/A 5 Years Statistic VALIX Category Alpha (against Standard Index) 0.50 -2.47 Beta (against Standard Index) 0.96 1.06 Mean Annual Return 5.10 0.23 R-squared (against Standard Index) 94 92.52 Standard Deviation 10.68 11.89 Sharpe Ratio 0.24 N/A Treynor Ratio 2.15 N/A 10 Years Statistic VALIX Category Alpha (against Standard Index) -0.19 -2.17 Beta (against Standard Index) 1.04 1.05 Mean Annual Return 4.54 0.26 R-squared (against Standard Index) 88 86.72 Standard Deviation 10.93 11.31 Sharpe Ratio 0.19 N/A Treynor Ratio 1.51 N/A
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