Forester Value Fund Market Value
| FVALX Fund | USD 6.29 0.02 0.32% |
| Symbol | Forester |
Forester Value 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Forester Value's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Forester Value.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Forester Value on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Forester Value Fund or generate 0.0% return on investment in Forester Value over 90 days. Forester Value is related to or competes with Fidelity Income, Consumer Goods, Africa Fund, Commonwealth Japan, Fidelity Income, Firsthand Alternative, and Fidelity Sustainable. The fund invests in the stocks of large U.S More
Forester Value Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Forester Value's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Forester Value Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4616 | |||
| Information Ratio | 0.038 | |||
| Maximum Drawdown | 2.18 | |||
| Value At Risk | (0.50) | |||
| Potential Upside | 0.9631 |
Forester Value Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Forester Value's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Forester Value's standard deviation. In reality, there are many statistical measures that can use Forester Value historical prices to predict the future Forester Value's volatility.| Risk Adjusted Performance | 0.1943 | |||
| Jensen Alpha | 0.0979 | |||
| Total Risk Alpha | 0.0546 | |||
| Sortino Ratio | 0.0354 | |||
| Treynor Ratio | 7.55 |
Forester Value February 11, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1943 | |||
| Market Risk Adjusted Performance | 7.56 | |||
| Mean Deviation | 0.3233 | |||
| Downside Deviation | 0.4616 | |||
| Coefficient Of Variation | 394.6 | |||
| Standard Deviation | 0.43 | |||
| Variance | 0.1849 | |||
| Information Ratio | 0.038 | |||
| Jensen Alpha | 0.0979 | |||
| Total Risk Alpha | 0.0546 | |||
| Sortino Ratio | 0.0354 | |||
| Treynor Ratio | 7.55 | |||
| Maximum Drawdown | 2.18 | |||
| Value At Risk | (0.50) | |||
| Potential Upside | 0.9631 | |||
| Downside Variance | 0.2131 | |||
| Semi Variance | (0) | |||
| Expected Short fall | (0.44) | |||
| Skewness | 0.1543 | |||
| Kurtosis | 0.5704 |
Forester Value Backtested Returns
At this stage we consider Forester Mutual Fund to be very steady. Forester Value secures Sharpe Ratio (or Efficiency) of 0.18, which denotes the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Forester Value Fund, which you can use to evaluate the volatility of the entity. Please confirm Forester Value's Coefficient Of Variation of 394.6, mean deviation of 0.3233, and Standard Deviation of 0.43 to check if the risk estimate we provide is consistent with the expected return of 0.0745%. The fund shows a Beta (market volatility) of 0.0131, which means not very significant fluctuations relative to the market. As returns on the market increase, Forester Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Forester Value is expected to be smaller as well.
Auto-correlation | -0.24 |
Weak reverse predictability
Forester Value Fund has weak reverse predictability. Overlapping area represents the amount of predictability between Forester Value time series from 13th of November 2025 to 28th of December 2025 and 28th of December 2025 to 11th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Forester Value price movement. The serial correlation of -0.24 indicates that over 24.0% of current Forester Value price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.24 | |
| Spearman Rank Test | -0.2 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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