UK markets closed

Forester Value I (FVILX)

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

Risk overview

Morningstar risk rating★★
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

Risk statistics

3 years
FVILXCategory average
5 years
FVILXCategory average
10 years
FVILXCategory average
Alpha
-4.96-0.02
-2-0.02
-2.51-0.03
BETA
0.010.01
0.010
0.040.01
Mean annual return
-0.140.01
0.030.01
-0.040
R-squared
0.070.58
0.060.54
1.10.54
Standard deviation
8.310.13
7.860.11
6.350.1
Sharpe ratio
-0.580
-0.230.01
-0.310
Treynor ratio
-428.780.05
-196.960.16
-49.930.07