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Forester Value N (FVALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.9800+0.0200 (+0.40%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return-0.79%
Number of years up17
Number of years down7
Best 1-yr total return (17 Jun 2024)18.09%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return18.09%
Worst 3-yr total return-3.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFVALXCategory
YTD2.21%9.18%
1-month0.20%-0.20%
3-month2.00%3.85%
1-year2.66%22.90%
3-year-2.00%7.45%
5-year-0.05%7.00%
10-year-0.83%4.81%
Last bull market5.29%11.80%
Last bear market2.11%-12.04%

Annual total return (%) history

Year
FVALXCategory
2024
N/AN/A
2023
-14.15%N/A
2022
12.29%N/A
2021
0.05%N/A
2020
0.41%7.89%
2019
1.70%11.90%
2018
0.28%-6.29%
2017
-1.89%11.18%
2016
-4.06%2.34%
2015
-5.72%-2.02%
2014
3.16%2.92%
2013
9.62%14.62%
2012
-4.28%5.15%
2011
-0.25%-2.81%
2010
4.73%4.13%
2009
18.09%10.46%
2008
0.39%-15.40%
2007
-5.20%4.42%
2006
3.39%7.23%
2005
2.60%4.77%
2004
24.16%5.06%
2003
0.34%8.46%
2002
5.74%2.05%
2001
3.27%5.37%
2000
5.58%9.57%
1999
N/A3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.62%N/AN/AN/A
2023-9.68%-3.88%-1.15%0.05%
20225.18%2.11%2.75%1.76%
20212.19%-0.18%-2.33%0.41%
20204.21%-2.39%-4.43%3.28%
20194.11%-1.76%-2.06%1.51%
20182.99%-2.47%2.80%-2.89%
2017-2.11%0.27%-0.81%0.77%
20163.11%-2.28%-3.92%-0.89%
2015-0.95%-2.47%-1.39%-1.03%
20141.21%-0.64%-0.97%3.58%
20136.43%0.33%-1.98%4.73%
20121.42%-0.25%-0.99%-4.44%
20112.65%1.13%-4.38%0.49%
20102.24%-4.79%4.86%2.61%
2009-8.94%10.92%11.33%5.02%
20080.00%7.32%4.11%-10.15%
20070.69%-0.34%-4.76%-0.81%
20060.45%0.18%1.33%1.40%
2005-0.73%-1.47%1.49%3.35%
20040.10%-4.80%22.14%6.67%
20030.20%0.10%0.00%0.04%
20020.20%0.30%5.08%0.12%
20011.20%0.89%0.69%0.46%
20001.30%1.48%1.36%1.33%
19991.15%N/AN/AN/A

Rank in category (by total return)

YTD86
1-month90
3-month63
1-year96
3-year88
5-year95

Load adjusted returns

1-year2.66%
3-year-2.00%
5-year-0.05%
10-year-0.83%