Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVRLX (FORESTER VALUE FUND CLASS R) | 1.85% | 6.69% | 8.14% | 2.94% | -4.42% | -3.05% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVRLX (FORESTER VALUE FUND CLASS R) | 01/03/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 6.69 | 8.14 | 2.94 | -4.42 | -3.05 | NA | … | … | 1.85 | 20.74 | 0.19 | -14.54 | 12.14 | -0.15 | -45.26 | 1.47 | 0.03 | -2.08 | -4.26 | -5.81 | 2.98 | 9.31 | -4.09 | -0.24 |
| Sharpe Ratio | NA | 0.78 | 0.62 | 0.08 | -0.29 | NA | NA | … | … | 0.48 | 1.93 | -0.75 | -2.41 | 1.20 | -0.02 | -0.74 | 0.01 | -0.21 | -0.64 | -0.92 | -1.07 | 0.69 | 1.78 | -0.95 | -0.03 |
| Standard Deviation(%) | NA | 6.66 | 8.46 | 8.44 | 20.57 | NA | NA | … | … | 7.56 | 9.43 | 8.59 | 7.85 | 9.03 | 8.04 | 61.04 | 5.35 | 6.06 | 4.27 | 4.83 | 5.46 | 4.28 | 5.22 | 4.38 | 8.75 |
| Draw Down(%) | NA | 4.45 | 8.16 | 16.78 | 51.85 | NA | NA | … | … | 4.45 | 3.51 | 9.73 | 16.36 | 7.79 | 10.92 | 48.67 | 6.89 | 6.07 | 4.36 | 9.19 | 7.57 | 3.01 | 4.35 | 5.65 | 7.71 |
| Yield(%) | 0.00 | 1.57 | 2.17 | 1.52 | 1.10 | 0.82 | 0.63 | … | … | 0.00 | 1.83 | 2.30 | 2.15 | 0.98 | 0.87 | 0.72 | 5.83 | 0.64 | 0.40 | 0.08 | 0.28 | 0.22 | 0.53 | 0.58 | 0.16 |
Data as of 06/03/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVRLX (FORESTER VALUE FUND CLASS R) |
-19.97%
May 2020 – May 2023 |
-13.02%
Feb 2016 – Feb 2021 |
-7.14%
Jun 2014 – Jun 2024 |
-3.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVRLX (FORESTER VALUE FUND CLASS R) |
8.68%
May 2023 – May 2026 |
5.48%
Feb 2021 – Feb 2026 |
-4.22%
Feb 2016 – Feb 2026 |
-2.69%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart