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Forester Value I (FVILX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.130.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.58%
5-year average return-0.75%
Number of years up9
Number of years down5
Best 1-yr total return (27 Jun 2024)12.80%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return12.80%
Worst 3-yr total return-3.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFVILXCategory
YTD2.33%9.18%
1-month0.19%-0.20%
3-month1.93%3.85%
1-year2.84%22.90%
3-year-1.96%7.45%
5-year0.09%7.00%
10-year-0.63%4.81%
Last bull market5.37%11.80%
Last bear market2.04%-12.04%

Annual total return (%) history

Year
FVILXCategory
2024
N/AN/A
2023
-14.48%N/A
2022
12.80%N/A
2021
0.20%N/A
2020
0.69%7.89%
2019
1.94%11.90%
2018
0.49%-6.29%
2017
-1.61%11.18%
2016
-3.76%2.34%
2015
-5.53%-2.02%
2014
3.48%2.92%
2013
9.85%14.62%
2012
-4.17%5.15%
2011
0.17%-2.81%
2010
5.04%4.13%
2009
N/A10.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.84%N/AN/AN/A
2023-10.10%-3.74%-1.11%-0.06%
20225.39%2.04%2.84%2.00%
20212.30%-0.35%-2.26%0.56%
20204.23%-2.34%-4.34%3.41%
20194.13%-1.64%-2.01%1.58%
20183.01%-2.41%2.91%-2.87%
2017-2.07%0.35%-0.79%0.91%
20163.20%-2.23%-3.82%-0.83%
2015-0.92%-2.41%-1.35%-0.95%
20141.35%-0.63%-0.95%3.73%
20136.48%0.41%-1.86%4.70%
20121.47%-0.16%-0.97%-4.48%
20112.69%1.27%-4.31%0.66%
20102.30%-4.75%4.99%2.68%
200911.42%5.07%N/AN/A

Rank in category (by total return)

YTD85
1-month91
3-month65
1-year96
3-year88
5-year95

Load adjusted returns

1-year2.84%
3-year-1.96%
5-year0.09%
10-year-0.63%