Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/08/2016.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VAFGX (VALLEY FORGE FUND INC VALLEY FORGE FUND INC) | NA | -11.47% | -5.47% | 0.65% | 3.09% | 4.05% | NA | 2.90% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAFGX (VALLEY FORGE FUND INC VALLEY FORGE FUND INC) | 06/21/1996 | 06/08/2016 |
The return data shown below all have the same latest date: 06/08/2016.
AR inception is since 06/21/1996.
AR inception is since 06/21/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.47 | -5.47 | 0.65 | 3.09 | 4.05 | NA | 2.90 | -2.47 | -8.19 | -24.60 | 8.33 | 1.14 | -2.04 | 11.22 | 23.70 | -23.74 | -1.79 | 7.09 | -3.79 | 3.94 | 23.82 | -10.03 | 14.00 | -10.60 | -5.89 | -7.35 | -4.06 | -3.51 |
| Sharpe Ratio | NA | -0.73 | -0.68 | -0.30 | -0.15 | NA | NA | -0.34 | -0.27 | -0.61 | -1.03 | 0.36 | 0.12 | -0.11 | 0.83 | 1.16 | -1.26 | -0.48 | 0.45 | -0.56 | 0.28 | 1.76 | -0.70 | 1.05 | -0.94 | -0.92 | -0.83 | -5.54 | -0.93 |
| Standard Deviation(%) | NA | 17.57 | 22.81 | 21.76 | 19.53 | NA | NA | 15.35 | 21.23 | 13.43 | 23.97 | 22.85 | 9.21 | 19.44 | 13.35 | 20.37 | 19.54 | 9.98 | 8.50 | 10.62 | 10.60 | 13.16 | 15.91 | 11.35 | 15.52 | 9.90 | 12.81 | 10.66 | 10.78 |
| Draw Down(%) | NA | 23.94 | 50.24 | 50.24 | 50.24 | NA | NA | 50.24 | 13.72 | 16.76 | 37.50 | 16.77 | 13.40 | 16.48 | 12.31 | 20.85 | 27.17 | 11.37 | 8.59 | 9.96 | 14.43 | 13.04 | 26.39 | 8.20 | 11.50 | 12.42 | 12.70 | 12.90 | 7.23 |
| Yield(%) | 0.00 | 1.20 | 9.37 | 7.21 | 5.72 | 5.44 | 3.94 | 4.15 | 0.00 | 1.23 | 13.80 | 17.79 | 0.51 | 2.12 | 2.11 | 4.65 | 3.73 | 4.70 | 2.90 | 3.38 | 1.46 | 2.45 | 2.13 | 4.56 | 11.25 | 6.12 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAFGX (VALLEY FORGE FUND INC VALLEY FORGE FUND INC) |
-8.39%
Feb 2006 - Feb 2009 |
-3.69%
Feb 2004 - Feb 2009 |
1.51%
Feb 1999 - Feb 2009 |
2.74%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAFGX (VALLEY FORGE FUND INC VALLEY FORGE FUND INC) |
21.49%
Feb 2009 - Feb 2012 |
18.03%
Feb 2009 - Feb 2014 |
8.27%
Aug 2004 - Aug 2014 |
7.21%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart