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Forester Value Fund (FVRLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Risk overview
Morningstar risk rating★
Number of years up7
Number of years down6
Best 1-yr total return (13 Jun 2024)12.15%
Worst 1-yr total return (13 Jun 2024)N/A
Risk statistics
3 years
FVRLXCategory average5 years
FVRLXCategory average10 years
FVRLXCategory averageAlpha
-5.31-0.02
-2.41-0.02
-2.93-0.03
BETA
0.010.01
0.010
0.040.01
Mean annual return
-0.170.01
00.01
-0.070
R-squared
0.050.58
0.070.54
1.080.54
Standard deviation
8.240.13
7.80.11
6.320.1
Sharpe ratio
-0.630
-0.280.01
-0.380
Treynor ratio
-538.390.05
-228.690.16
-60.670.07
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