VALU YTD Return



Start date: 12/29/2023
End date: 04/25/2024
Start price/share: $48.75
End price/share: $36.10
Starting shares: 205.13
Ending shares: 206.43
Dividends reinvested/share: $0.28
VALU YTD return: -25.48%
Annualized Gain: -79.49%
Starting investment: $10,000.00
Ending investment: $7,452.00


VALU YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Compare VALU YTD return (see YTD Return Meaning) versus benchmarks:

YTD Return S&P
YTD Return Dow
YTD Return Nasdaq 100
YTD Return Russell 2000
YTD Return Gold
YTD Return 10 Year Treasury
YTD Return By Sector
YTD Return on $10,000.00
With Dividends Reinvested Into VALU


Also see: VALU Average Annual Return
Value Line is engaged in producing investment periodicals and its underlying research and making available certain of its copyrights, its trademarks and its Proprietary Ranks and other proprietary information, to third parties under written agreements for use in third-party managed and marketed investment products and for other purposes. Co. markets under brands including Value Line®, the Value Line logo®, The Value Line Investment Survey®, Smart Research, Smarter Investing™ and The Most Trusted Name in Investment Research®. The investment periodicals and related publications provided by Value Line Publishing LLC, a wholly-owned entity of Co., cover a range of investments. The VALU YTD return is shown above.

The YTD Return on the VALU YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether VALU YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the VALU YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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Value Line (VALU) is categorized under the Services sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

VCSA YTD Return
VIAB YTD Return
VIAC YTD Return
VIPS YTD Return
VLCN YTD Return
VNCE YTD Return
VRA YTD Return
VRM YTD Return
VRT YTD Return
VSCO YTD Return
More Services companies »

 

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