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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