Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVILX (FORESTER VALUE FUND CLASS I) | 2.63% | 7.95% | 8.89% | 3.50% | -4.04% | -2.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVILX (FORESTER VALUE FUND CLASS I) | 06/09/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 7.95 | 8.89 | 3.50 | -4.04 | -2.69 | NA | … | … | 2.63 | 18.18 | 3.32 | -14.47 | 12.80 | 0.20 | -46.02 | 2.92 | 0.49 | -1.61 | -3.76 | -5.53 | 3.48 | 9.86 | -4.17 | 0.17 | 5.04 | 14.68 |
| Sharpe Ratio | NA | 0.84 | 0.69 | 0.13 | -0.27 | NA | NA | … | … | 0.59 | 1.53 | -0.39 | -2.45 | 1.28 | 0.02 | -0.73 | 0.28 | -0.14 | -0.53 | -0.83 | -1.03 | 0.83 | 1.87 | -0.95 | 0.02 | 0.56 | 2.26 |
| Standard Deviation(%) | NA | 6.68 | 8.47 | 8.43 | 21.15 | NA | NA | … | … | 7.60 | 10.18 | 8.34 | 7.69 | 8.95 | 8.05 | 62.99 | 5.42 | 6.10 | 4.28 | 4.76 | 5.43 | 4.18 | 5.25 | 4.48 | 8.70 | 8.88 | 12.04 |
| Draw Down(%) | NA | 4.44 | 8.04 | 16.72 | 51.89 | NA | NA | … | … | 4.44 | 4.84 | 7.33 | 16.32 | 7.79 | 10.71 | 49.57 | 6.64 | 5.77 | 3.96 | 8.89 | 7.20 | 3.02 | 4.20 | 5.86 | 7.64 | 6.64 | 5.72 |
| Yield(%) | 0.00 | 4.03 | 3.61 | 2.37 | 1.78 | 1.39 | 1.34 | … | … | 0.00 | 4.67 | 3.09 | 2.84 | 0.77 | 1.44 | 1.90 | 7.46 | 1.71 | 1.06 | 1.02 | 0.63 | 0.47 | 1.03 | 1.23 | 0.41 | 0.43 | 0.57 |
Data as of 06/04/2026, Common starting date is 06/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVILX (FORESTER VALUE FUND CLASS I) |
-20.22%
May 2020 – May 2023 |
-12.78%
Feb 2016 – Feb 2021 |
-6.83%
Jun 2014 – Jun 2024 |
-3.66%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVILX (FORESTER VALUE FUND CLASS I) |
9.28%
May 2023 – May 2026 |
5.95%
Feb 2021 – Feb 2026 |
1.66%
Jul 2009 – Jul 2019 |
-2.38%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart