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Value Line Small Cap Opportunities Fund, Inc. Investor Class: (MF: VLEOX)
(NASDAQ Mutual Funds) As of Jul 2, 2025 08:00 PM ET
$60.65 USD
+0.40 (0.66%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.32 | 11 |
| 3 months | 1.57 | 3 |
| 6 months | -10.22 | 16 |
| 1 Year | 2.61 | 29 |
| 3 Year | 10.95 | 5 |
| 5 Year | 10.84 | 45 |
| 10 Year | 9.75 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 126.86 |
| Bear Market (10/07 - 2/09) | -51.29 |
| Bull Market (2/09 - 3/21) | 806.77 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -2.87 |
| 5 Year | 13.52 |
| 10 Year | 9.00 |
| Since Inception | 11.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.56 | NA | NA | NA |
| 2024 | 8.71 | -1.62 | 10.14 | -3.02 |
| 2023 | 9.11 | 5.35 | -5.34 | 12.12 |
| 2022 | -11.38 | -12.57 | -5.08 | 9.99 |
| 2021 | 5.62 | 2.82 | 1.73 | 4.25 |
| 2020 | -19.40 | 20.61 | 5.88 | 22.99 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.32 | 14.22 | 22.00 | -19.11 | 15.20 | 26.60 | 25.14 | -4.74 | 17.63 | 14.36 | 1.93 |
| % Total Return Rel to Index | -3.38 | -10.79 | -4.24 | -0.90 | -13.48 | 8.19 | -6.34 | -0.35 | -4.16 | 2.42 | 0.54 |
| % Total Return Rel to Peer | 3.69 | 2.30 | 5.92 | 0.40 | -4.11 | 7.60 | -0.28 | 6.02 | 2.03 | -1.58 | 6.65 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 3.00 | 4.00 | 2.00 | 3.00 | 2.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.05 | 0.43 | 1.18 | 3.27 | 4.03 | 10.16 | 6.74 | 1.88 | 2.46 | 6.11 |
| Expense Ratio | 0.00 | 1.18 | 1.18 | 1.18 | 1.18 | 1.19 | 1.21 | 1.21 | 1.21 | 1.27 | 1.27 |
* 1 = Top 20%, 5 = Bottom 20%