Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FVALX (FORESTER VALUE FUND CLASS N) | 16.87% | 21.67% | 2.80% | -9.57% | -5.37% | -2.85% | -1.37% | 0.31% |
Data as of 07/03/2025, AR inception is 11/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVALX (FORESTER VALUE FUND CLASS N) | 11/26/1999 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 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 (%) | 1.04 | 21.67 | 2.80 | -9.57 | -5.37 | -2.85 | -1.37 | 0.31 | 16.87 | 0.00 | -14.16 | 12.30 | 0.04 | -46.94 | 1.70 | 0.28 | -1.89 | -4.06 | -5.72 | 3.16 | 9.62 | -4.28 | -0.26 | 4.73 | 17.92 | 0.27 | -5.21 | 3.39 | 2.60 | 24.15 | 0.34 | 5.74 | 3.28 | 5.58 | 0.55 |
| Sharpe Ratio | NA | 1.53 | -0.16 | -0.39 | -0.32 | NA | NA | -0.07 | 2.58 | -0.75 | -2.35 | 1.20 | 0.00 | -0.73 | 0.06 | -0.17 | -0.58 | -0.89 | -1.06 | 0.74 | 1.82 | -0.96 | -0.03 | 0.52 | 0.83 | -0.02 | -1.57 | 0.02 | 0.06 | 2.05 | -1.40 | 0.50 | 1.81 | 2.20 | 0.43 |
| Standard Deviation(%) | NA | 10.78 | 8.62 | 29.93 | 21.59 | NA | NA | 16.19 | 12.01 | 8.77 | 7.89 | 9.12 | 8.03 | 64.52 | 5.26 | 6.07 | 4.33 | 4.78 | 5.45 | 4.24 | 5.28 | 4.53 | 8.65 | 8.99 | 21.50 | 31.92 | 5.26 | 5.57 | 7.01 | 11.32 | 0.25 | 9.30 | 0.53 | 0.67 | 5.30 |
| Draw Down(%) | NA | 7.97 | 16.64 | 50.98 | 53.86 | NA | NA | 55.04 | 3.63 | 9.98 | 16.31 | 7.70 | 10.87 | 50.32 | 6.77 | 5.92 | 4.13 | 8.95 | 7.38 | 3.00 | 4.29 | 5.92 | 7.61 | 6.78 | 24.79 | 27.70 | 7.80 | 2.42 | 6.29 | 3.95 | 0.10 | 5.21 | 0.03 | 0.10 | 1.09 |
| Yield(%) | 0.00 | 2.88 | 2.25 | 1.10 | 1.31 | 1.22 | 1.52 | 2.52 | 0.00 | 2.82 | 2.70 | 1.59 | 1.14 | 1.26 | 6.31 | 0.99 | 1.11 | 0.41 | 0.36 | 0.66 | 0.80 | 1.06 | 0.57 | 0.76 | 1.29 | 6.67 | 2.30 | 0.62 | 0.61 | 14.15 | 0.34 | 5.54 | 3.27 | 5.87 | 1.15 |
Data as of 07/03/2025, AR inception is 11/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVALX (FORESTER VALUE FUND CLASS N) |
-20.71%
May 2020 - May 2023 |
-13.39%
Feb 2016 - Feb 2021 |
-7.25%
Jun 2014 - Jun 2024 |
-4.04%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVALX (FORESTER VALUE FUND CLASS N) |
14.52%
Feb 2009 - Feb 2012 |
9.39%
Feb 2009 - Feb 2014 |
5.77%
Apr 2001 - Apr 2011 |
4.49%
Dec 1999 - Dec 2014 |
Annualized Rolling Returns Comparison Chart