Forager Australian Shares Fund (ASX: FOR)

Performance Summary as at December 2022

The Forager Australian Shares Fund (ASX: FOR) has a track record of 13 years and 2 months and has outperformed the ASX 200 Total Return benchmark since inception in November 2009, providing investors with an annualised return of 9.2% compared with the benchmark's return of 7.67% over the same period.

On a calendar year basis, the fund has experienced a negative annual return on 3 occasions in the 13 years and 2 months since its inception. Over the past 12 months, the fund's largest drawdown was -30.05% vs the index's -11.9%, and since inception in November 2009 the fund's largest drawdown was -54.17% vs the index's maximum drawdown over the same period of -26.75%. The fund's maximum drawdown began in January 2018 and lasted 2 years and 11 months, reaching its lowest point during March 2020. The fund had completely recovered its losses by December 2020.

The Manager has delivered these returns with 7.09% more volatility than the benchmark, contributing to a Sharpe ratio which has fallen below 1 five times over the past five years and which currently sits at 0.44 since inception. The fund has provided positive monthly returns 75% of the time in rising markets and 29% of the time during periods of market decline, contributing to an up-capture ratio since inception of 73% and a down-capture ratio of 90%.

Cumulative Returns
Fund Index

Forager Australian Shares Fund (ASX: FOR) - Cumulative Performance vs ASX 200 Total Return

 

Drawdowns
Fund Index

Drawdown%

 
Fund Index

Quintile Ranking vs. Equity Long - Small/Mid Cap - Australia as at January 2022

The performance of the Forager Australian Shares Fund (ASX: FOR) ranked it in the second quintile for Total Return and Sharpe over 3 years.

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7 Year
Forager Australian Shares Fund (ASX: FOR)
ASX200 Total Return
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.