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Forester Value Fund (FVRLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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5.46-0.01 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.93%
5-Year Average Return-1.21%
Number of Years Up7
Number of Years Down6
Best 1 Yr Total Return (May 2, 2024)12.15%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return12.15%
Worst 3-Yr Total Return-4.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFVRLXCategory
YTD1.86%9.18%
1-Month-2.66%-0.20%
3-Month1.29%3.85%
1-Year-3.72%22.90%
3-Year-2.21%7.45%
5-Year-1.11%7.00%
10-Year-1.11%4.81%
Last Bull Market5.20%11.80%
Last Bear Market2.13%-12.04%

Annual Total Return (%) History

Year
FVRLXCategory
2024
N/AN/A
2023
-14.53%N/A
2022
12.15%N/A
2021
-0.14%N/A
2020
0.16%7.89%
2019
1.47%11.90%
2018
0.03%-6.29%
2017
-2.09%11.18%
2016
-4.26%2.34%
2015
-5.81%-2.02%
2014
2.98%2.92%
2013
9.31%14.62%
2012
-4.10%5.15%
2011
0.16%-2.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.64%N/AN/AN/A
2023-9.89%-3.95%-1.25%-0.01%
20224.98%2.13%2.72%1.83%
20212.21%-0.50%-2.34%0.54%
20204.07%-2.40%-4.46%3.21%
20193.98%-1.70%-2.16%1.47%
20182.99%-2.56%2.71%-2.95%
2017-2.14%0.18%-0.79%0.67%
20163.11%-2.38%-3.91%-1.02%
2015-1.08%-2.49%-1.44%-0.93%
20141.27%-0.78%-1.02%3.56%
20136.45%0.24%-2.02%4.54%
20121.31%-0.32%-1.06%-4.02%
20112.63%1.04%-4.43%1.07%

Rank In Category (By Total Return)

YTD72
1-Month53
3-Month70
1-Year97
3-Year84
5-Year96

Load Adjusted Returns

1-Year-3.72%
3-Year-2.21%
5-Year-1.11%
10-Year-1.11%