Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VAFGX (VALLEY FORGE FUND INC VALLEY FORGE FUND INC) | NA | -11.47% | -5.47% | 0.65% | 3.09% | 4.05% | NA | … | … |
Data as of 06/08/2016, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAFGX (VALLEY FORGE FUND INC VALLEY FORGE FUND INC) | 06/21/1996 | 06/08/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | … | … | -2.47 | -6.94 | -10.75 | 26.58 | 1.67 | 0.09 | 13.36 | 28.40 | -20.05 | 2.94 | 10.01 | -0.43 | 5.40 | 26.32 | -7.89 | 18.57 | 0.51 | 0.24 | -7.35 | -4.06 | -3.51 |
| Sharpe Ratio | NA | -0.66 | -0.34 | 0.04 | 0.16 | NA | NA | … | … | -0.27 | -0.52 | -0.62 | 1.59 | 0.18 | 0.00 | 1.01 | 1.42 | -1.09 | -0.02 | 0.84 | -0.26 | 0.42 | 1.96 | -0.57 | 1.55 | -0.36 | -0.39 | -0.84 | -0.72 | -0.94 |
| Standard Deviation(%) | NA | 17.45 | 16.07 | 16.58 | 15.69 | NA | NA | … | … | 21.23 | 13.41 | 17.32 | 16.67 | 9.16 | 19.44 | 13.19 | 19.98 | 19.26 | 8.62 | 7.91 | 10.24 | 10.51 | 13.06 | 15.78 | 10.61 | 10.32 | 8.01 | 12.81 | 10.66 | 10.78 |
| Draw Down(%) | NA | 22.91 | 40.30 | 40.30 | 40.30 | NA | NA | … | … | 13.72 | 15.72 | 28.01 | 8.26 | 13.40 | 16.48 | 12.31 | 20.85 | 27.17 | 7.58 | 8.59 | 9.96 | 14.43 | 13.04 | 26.39 | 8.20 | 9.83 | 10.51 | 12.70 | 12.90 | 7.23 |
| Yield(%) | 0.00 | 1.20 | 9.37 | 7.21 | 5.72 | 5.44 | 3.94 | … | … | 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 |
Data as of 06/08/2016, Common starting date is 06/21/1996
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