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Forester Value N (FVALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.9500-0.0200 (-0.40%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★
Number of years up17
Number of years down7
Best 1-yr total return (13 Jun 2024)18.09%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
FVALXCategory average
5 years
FVALXCategory average
10 years
FVALXCategory average
Alpha
-5.02-0.02
-2.15-0.02
-2.71-0.03
BETA
0.010.01
0.010
0.040.01
Mean annual return
-0.140.01
0.020.01
-0.050
R-squared
0.060.58
0.060.54
1.130.54
Standard deviation
8.080.13
7.710.11
6.260.1
Sharpe ratio
-0.60
-0.260.01
-0.350
Treynor ratio
-455.750.05
-214.90.16
-54.730.07