# Value Line, Inc. (VALU) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Value Line, Inc. (VALU) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: VALU +53.96%, SPY +90.43%. Regime VALU BULL · SPY BULL. As of Oct 8, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/VALU/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=VALU%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| VALU | +53.96% | -67.13% | +20.09% |
| SPY | +90.43% | -24.49% | +14.17% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| VALU | +14.34% | +1.81% | +14.57% | +53.96% |
| SPY | +16.22% | +38.14% | +85.65% | +90.43% |

## Annual

| Year | VALU | SPY |
|---|---:|---:|
| YTD | +20.09% | +14.17% |
| 2025 | -24.31% | +18.01% |
| 2024 | +15.43% | +25.59% |
| 2023 | +0.79% | +26.73% |
| 2022 | +8.49% | -18.64% |
| 2021 | +46.20% | +9.65% |

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Research context only. Not personalized investment advice.