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 |