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Forester Value Fund (FVRLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.43+0.04 (+0.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return-1.17%
Number of years up7
Number of years down6
Best 1-yr total return (20 Jun 2024)12.15%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return12.15%
Worst 3-yr total return-4.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFVRLXCategory
YTD2.04%9.18%
1-month0.18%-0.20%
3-month1.85%3.85%
1-year2.22%22.90%
3-year-2.31%7.45%
5-year-0.31%7.00%
10-year-1.06%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)

YTD89
1-month91
3-month69
1-year97
3-year89
5-year96

Load adjusted returns

1-year2.22%
3-year-2.31%
5-year-0.31%
10-year-1.06%