FVRLX Performance & Returns | Forester Value R

Forester Value R (FVRLX)

6.21 0.00 (0.00%) USD | Aug 15 2022

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of August 15, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

YTD

Forester Value R

-4.10%

9.31%

2.98%

-5.81%

-4.26%

-2.09%

0.03%

1.47%

0.16%

-0.14%

6.70%

S&P 500 Total Return

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

28.71%

-8.98%

AQR Long-Short Equity R6

14.92%

17.16%

11.22%

15.86%

-16.29%

1.28%

-13.77%

31.14%

6.70%

AB Select US Long/Short K

20.68%

3.28%

-0.95%

4.60%

12.25%

-1.96%

16.89%

9.91%

17.45%

-4.88%

Easterly Snow Long/Short Opportunity R6

18.73%

45.03%

7.16%

-23.24%

20.26%

12.79%

-11.25%

22.45%

1.45%

26.18%

-1.23%

Virtus KAR Long/Short Equity R6

38.34%

32.67%

12.60%

-13.57%

As of August 15, 2022.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

Forester Value R

1.47%

-3.27%

5.43%

4.59%

2.18%

1.71%

0.34%

1.33%

2.28%

2.66%

S&P 500 Total Return

11.37%

7.24%

-3.12%

-2.39%

16.60%

13.77%

14.02%

9.94%

10.11%

10.21%

AQR Long-Short Equity R6

-2.00%

-10.86%

-4.83%

13.98%

8.17%

1.60%

7.76%

AB Select US Long/Short K

5.33%

2.99%

-2.47%

-0.96%

9.88%

8.37%

7.64%

Easterly Snow Long/Short Opportunity R6

9.15%

2.47%

-4.12%

1.63%

14.41%

8.57%

9.21%

6.06%

6.04%

Virtus KAR Long/Short Equity R6

8.69%

8.62%

-3.90%

-9.96%

11.74%

15.95%

As of August 15, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of July 31, 2022