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FLFRX: Forward Focus Inv (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/23/2008 |
Last Dividend Date: | 12/28/2012 |
12-Mo. Yield | 0.98% |
Expenses | 1.39% |
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Performance Analytics (As of 06/12/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 10/23/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -36.0 | -9.1 | -0.4 | -41.7 | 10.1 | -1.0 | 21.8 | 26.4 | 0.3 |
Sharpe Ratio | NA | -0.55 | -0.17 | -0.01 | -1.08 | 0.5 | -0.04 | 0.99 | 0.9 | 0.02 |
Draw Down(%) | NA | 44.9 | 44.9 | 44.9 | 44.9 | 13.7 | 23.3 | 17.8 | 26.5 | 25.2 |
Standard Deviation(%) | NA | 65.5 | 54.5 | 35.8 | 65.2 | 20.5 | 27.9 | 22.0 | 29.1 | 61.5 |
Treynor Ratio | NA | -0.43 | -0.11 | -0.01 | -0.93 | 0.13 | -0.01 | 0.24 | 0.3 | 0.01 |
Alpha | NA | -0.32 | -0.16 | -0.08 | -0.5 | -0.01 | 0.0 | -0.02 | -0.03 | -0.03 |
Beta | NA | 0.84 | 0.85 | 0.86 | 0.76 | 0.76 | 0.84 | 0.9 | 0.88 | 0.89 |
RSquared | NA | 0.06 | 0.22 | 0.57 | 0.04 | 0.41 | 0.96 | 0.94 | 0.97 | 0.97 |
Yield(%) | N/A | 1.0 | 10.0 | N/A | 0.0 | 1.0 | 10.1 | 19.3 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | -91.4 | N/A | N/A | -100.0 | -91.4 | -47.2 | 9850.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/23/2008
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