Forester Value Fund Manager Performance Evaluation
| FVALX Fund | USD 5.81 0.01 0.17% |
The fund shows a Beta (market volatility) of -0.0023, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Forester Value are expected to decrease at a much lower rate. During the bear market, Forester Value is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Forester Value Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Forester Value is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of July 2022 | |
| Expense Ratio | 1.2700 |
Forester |
Forester Value Relative Risk vs. Return Landscape
If you would invest 581.00 in Forester Value Fund on April 27, 2025 and sell it today you would earn a total of 0.00 from holding Forester Value Fund or generate 0.0% return on investment over 90 days. Forester Value Fund is currently producing 7.0E-4% returns and takes up 0.3767% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Forester, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Forester Value Current Valuation
Undervalued
Today
Please note that Forester Value's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Forester Value shows a prevailing Real Value of $6.32 per share. The current price of the fund is $5.81. We determine the value of Forester Value from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Forester Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Forester Mutual Fund. However, Forester Value's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 5.81 | Real 6.32 | Hype 5.81 | Naive 5.83 |
The intrinsic value of Forester Value's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Forester Value's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Forester Value Fund helps investors to forecast how Forester mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Forester Value more accurately as focusing exclusively on Forester Value's fundamentals will not take into account other important factors: Forester Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Forester Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Forester Value Fund, and traders can use it to determine the average amount a Forester Value's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0019
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FVALX |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Forester Value is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Forester Value by adding Forester Value to a well-diversified portfolio.
Forester Value Fundamentals Growth
Forester Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Forester Value, and Forester Value fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Forester Mutual Fund performance.
| Price To Earning | 17.06 X | ||||
| Price To Book | 2.43 X | ||||
| Price To Sales | 1.30 X | ||||
| Total Asset | 2.39 M | ||||
About Forester Value Performance
Evaluating Forester Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Forester Value has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Forester Value has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in the stocks of large U.S. companies that are undervalued and have great appreciation potential. It invests at least 65 percent of its net assets in the common stocks of large companies that have market capitalizations greater than 5.0 billion. The fund may emphasize sectors more or less than the SP 500. It may also invest in stock index options. The fund may also take defensive positions when the manager believes that the overall stock market is highly valued or that market conditions warrant it.Things to note about Forester Value performance evaluation
Checking the ongoing alerts about Forester Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Forester Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 31.27% of its assets under management (AUM) in cash |
- Analyzing Forester Value's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Forester Value's stock is overvalued or undervalued compared to its peers.
- Examining Forester Value's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Forester Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Forester Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Forester Value's mutual fund. These opinions can provide insight into Forester Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Forester Mutual Fund
Forester Value financial ratios help investors to determine whether Forester Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Forester with respect to the benefits of owning Forester Value security.
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