Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INTLX (FORESTER DISCOVERY FUND FORESTER DISCOVERY FUND) | NA | 12.49% | -1.06% | 0.14% | 0.92% | 3.13% | 2.62% | … | … |
Data as of 04/15/2021, Common starting date is 12/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTLX (FORESTER DISCOVERY FUND FORESTER DISCOVERY FUND) | 12/30/1999 | 04/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 12.49 | -1.06 | 0.14 | 0.92 | 3.13 | 2.62 | … | … | 1.65 | 1.99 | 3.74 | -11.78 | 12.07 | -3.89 | 0.93 | -1.13 | 8.51 | 5.79 | -2.73 | 1.54 | 18.61 | 7.66 | 4.39 | 4.09 | 0.55 | 0.00 | 0.42 | 1.64 | 3.28 | 5.68 | -0.04 |
| Sharpe Ratio | NA | 1.18 | -0.21 | -0.07 | 0.06 | NA | NA | … | … | 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 |
| Standard Deviation(%) | NA | 10.56 | 9.48 | 8.83 | 8.31 | NA | NA | … | … | 8.19 | 13.63 | 5.50 | 8.25 | 5.79 | 8.67 | 7.64 | 5.22 | 5.16 | 6.67 | 11.83 | 10.12 | 17.05 | 9.41 | 1.45 | 1.13 | 2.42 | 0.75 | 0.24 | 4.96 | 0.53 | 0.68 | 0.00 |
| Draw Down(%) | NA | 8.29 | 21.05 | 24.84 | 24.84 | NA | NA | … | … | 3.92 | 14.77 | 6.59 | 16.07 | 2.40 | 8.86 | 6.34 | 6.55 | 4.57 | 6.86 | 11.46 | 9.92 | 16.50 | 6.94 | 0.10 | 0.00 | 2.25 | 0.70 | 0.08 | 3.91 | 0.03 | 0.10 | 0.04 |
| Yield(%) | 0.00 | 1.47 | 1.53 | 1.34 | 1.21 | 1.71 | 1.57 | … | … | 0.00 | 1.35 | 1.96 | 1.61 | 1.49 | 0.61 | 0.27 | 3.58 | 0.49 | 0.30 | 0.32 | 0.11 | 0.77 | 0.54 | 4.18 | 4.19 | 0.66 | 0.00 | 0.52 | 1.34 | 3.27 | 5.87 | 1.15 |
Data as of 04/15/2021, Common starting date is 12/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTLX (FORESTER DISCOVERY FUND FORESTER DISCOVERY FUND) |
-5.17%
Oct 2017 – Oct 2020 |
-2.16%
Aug 2014 – Aug 2019 |
0.10%
Mar 2010 – Mar 2020 |
2.35%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTLX (FORESTER DISCOVERY FUND FORESTER DISCOVERY FUND) |
10.83%
Apr 2008 – Apr 2011 |
9.05%
Feb 2009 – Feb 2014 |
5.08%
Jun 2004 – Jun 2014 |
3.90%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart