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 stock yearly return is shown above.
The yearly return on the VALU stock yearly return page and across the coverage universe of our site,
is a measure of the annual return over the calendar year 2023 for the given stock.
When performing this calculation it is important to factor in dividends, because a financial instrument's annual return is
more than just the change in price if that instrument pays a dividend or coupon.
One way to factor dividends into the return is simply to count them as cash — we don't do
that here. Instead, our website aims to empower investors
by performing the VALU annual return calculation with any dividends reinvested as applicable (on ex-dates).
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