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INTLX: FORESTER DISCOVERY FUND FORESTER DISCOVERY FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/1999 |
| Last Dividend Date: | 12/29/2020 |
| 12-Mo. Yield | 1.47% |
| Expenses | 1.19% |
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Performance Analytics (As of 04/15/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/29/2002 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 12.5 | -1.1 | 0.1 | 0.9 | 3.1 | 2.6 | 2.6 | 1.7 | 2.0 | 3.7 | -11.8 | 12.1 | -3.9 | 0.9 | -1.1 | 8.5 | 5.8 | -2.7 | 1.5 | 18.6 | 7.7 | 4.4 | 4.1 | 0.5 | 0.0 | 0.4 | 1.6 | 3.3 | 5.7 | -0.0 |
| Sharpe Ratio | NA | 1.18 | -0.21 | -0.07 | 0.06 | NA | NA | 0.23 | 0.73 | 0.13 | 0.42 | -1.59 | 1.99 | -0.47 | 0.12 | -0.22 | 1.64 | 0.87 | -0.23 | 0.14 | 1.09 | 0.71 | 0.97 | 0.73 | -0.67 | -1.26 | -1.16 | 0.11 | 1.81 | 2.35 | NA |
| Draw Down(%) | NA | 8.3 | 21.0 | 24.8 | 24.8 | NA | NA | 24.8 | 3.9 | 14.8 | 6.6 | 16.1 | 2.4 | 8.9 | 6.3 | 6.5 | 4.6 | 6.9 | 11.5 | 9.9 | 16.5 | 6.9 | 0.1 | 0.0 | 2.3 | 0.7 | 0.1 | 3.9 | 0.0 | 0.1 | 0.0 |
| Standard Deviation(%) | NA | 10.6 | 9.5 | 8.8 | 8.3 | NA | NA | 7.6 | 8.2 | 13.6 | 5.5 | 8.3 | 5.8 | 8.7 | 7.6 | 5.2 | 5.2 | 6.7 | 11.8 | 10.1 | 17.0 | 9.4 | 1.4 | 1.1 | 2.4 | 0.7 | 0.2 | 5.0 | 0.5 | 0.7 | 0.0 |
| Treynor Ratio | NA | 0.24 | -0.06 | -0.02 | 0.01 | NA | NA | 0.06 | 0.12 | 0.06 | 0.06 | -0.26 | 0.17 | -0.09 | 0.02 | -0.03 | 0.23 | 0.15 | -0.06 | 0.03 | 0.32 | 0.62 | 20.29 | 4.45 | 0.93 | -3.12 | -4.21 | 0.07 | 25.14 | 417.46 | 0.0 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | -0.03 | 0.0 | -0.02 | -0.02 | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.05 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | NA |
| Beta | NA | 0.52 | 0.33 | 0.38 | 0.39 | NA | NA | 0.27 | 0.48 | 0.31 | 0.37 | 0.51 | 0.68 | 0.44 | 0.46 | 0.43 | 0.36 | 0.37 | 0.43 | 0.47 | 0.58 | 0.11 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.07 | 0.0 | 0.0 | NA |
| RSquared | NA | 0.75 | 0.49 | 0.55 | 0.7 | NA | NA | 0.47 | 0.59 | 0.47 | 0.52 | 0.68 | 0.77 | 0.79 | 0.87 | 0.85 | 0.79 | 0.87 | 0.96 | 0.95 | 0.93 | 0.23 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.08 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.5 | 1.5 | 1.3 | 1.2 | 1.7 | 1.6 | N/A | 0.0 | 1.3 | 2.0 | 1.6 | 1.5 | 0.6 | 0.3 | 3.6 | 0.5 | 0.3 | 0.3 | 0.1 | 0.8 | 0.5 | 4.2 | 4.2 | 0.7 | 0.0 | 0.5 | 1.3 | 3.3 | 5.9 | 1.1 |
| Dividend Growth(%) | N/A | -29.6 | 107.1 | 35.4 | N/A | N/A | N/A | N/A | -100.0 | -29.6 | 4.7 | 19.6 | 136.6 | 127.8 | -92.8 | 684.4 | 68.4 | -7.3 | 192.9 | -83.1 | 53.7 | -87.1 | -0.2 | 534.8 | N/A | -100.0 | -61.2 | -59.0 | -44.4 | 406.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2002
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