Forester Value Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1999 0 0 0 0 0 0 0 0 0 0.3 1.57 -0.69 0
2000 0.4 0.4 0.5 0.49 0.49 0.49 0.39 0.48 0.48 0.48 0.38 0.46 5.6
2001 0.5 0.4 0.3 0.3 0.39 0.2 0.29 0.2 0.2 0.19 0.1 0.17 3.3
2002 0.1 0 0.1 0.1 0.1 0.1 4.59 0.57 -0.09 0 0.09 0.03 5.7
2003 0.1 0 0.1 0 0 0.1 0 0 0 0 0.1 -0.06 0.3
2004 0.1 0 0 0.1 0 -0.8 14.08 0.35 2.28 5.07 1.06 0.44 24.2
2005 -0.82 2.48 -2.33 -2.02 0.65 -0.09 2.6 -0.82 -0.27 1.01 1.09 1.22 2.6
2006 0.8 0.71 -1.05 1.07 0.35 -1.31 1.24 0.44 -0.26 0.61 -0.09 0.87 3.4
2007 -0.17 0.26 0.61 0.17 0.86 -1.37 -3.2 0.18 -1.78 -0.09 0.45 -1.17 -5.2
2008 -1.59 1.24 0.38 -0.09 0.75 6.62 0.7 1.21 2.14 -8.31 -4.85 2.87 0.3
2009 -6.93 -10.79 9.67 6.62 5.07 -0.98 5.86 3.19 1.91 0.27 3.12 1.57 18.1
2010 -1.29 0.7 2.85 0.76 -3.42 -2.16 2.03 -1.56 4.4 1.26 -1.41 2.78 4.7
2011 1.08 1.47 0.08 2.26 -0.39 -0.71 -1.12 -1.37 -1.96 1.08 -0.82 0.24 -0.3
2012 -0.08 1.17 0.33 -0.33 -0.49 0.58 -0.33 -0.91 0.25 -0.5 -2.01 -1.99 -4.3
2013 2.2 1.12 2.98 0.74 -0.25 -0.16 0.82 -2.46 -0.34 1.35 2.49 0.83 9.6
2014 -2.11 2.65 0.72 -0.4 -0.32 0.08 -0.64 0.81 -1.12 1.87 1.36 0.32 3.2
2015 -0.55 -0.24 -0.16 -1.28 -0.32 -0.89 -0.74 1.4 -2.03 -0.91 -0.33 0.22 -5.7
2016 1.01 1.75 0.33 -1.55 -1.99 1.27 0.25 -2.16 -2.04 -1.82 -0.35 1.31 -4.1
2017 -1.67 1.07 -1.51 -0.09 -0.27 0.63 -0.27 -1.44 0.91 0.9 0.36 -0.49 -1.9
2018 1.72 1.61 -0.35 0.26 -1.32 -1.42 1.17 0.98 0.62 -1.23 -1.25 -0.44 0.3
2019 3.2 0 0.89 0.7 -3.75 1.36 0.09 -1.87 -0.27 -1.09 1.85 -5.43 -4.6
2020 -2.49 4.22 2.54 -1.1 -0.84 -0.47 -1.51 0.86 -49.77 -0.59 3.36 0.46 -47.6
2021 1.1 -3.82 3.91 3.31 0.35 -2.62 -0.72 0.18 -1.8 -0.18 -3.13 2.66 -1.1
2022 1.66 2.18 1.25 2.99 3.24 -3.97 -1.38 1.22 2.93 1.51 0.33 -1.48 10.7
2023 -3.17 -3.79 -3.05 0.18 -5.54 1.56 0.77 -1.91 0 -0.58 0.39 -2.92 -16.9
2024 0.4 -0.6 0 0 0