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FFSCX: FORWARD SMALL CAP EQUITY FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/27/2015 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.39% |
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Performance Analytics (As of 09/08/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/27/2015 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 15.4 | 7.4 | 0.0 | 0.0 | 1.9 | 37.2 | 11.0 | -13.8 | 15.6 | 20.6 | -39.0 | 7.3 | 5.5 | 9.5 | 22.8 | 36.5 | -18.5 | 4.3 | 17.9 | 7.0 | 5.6 |
| Sharpe Ratio | NA | 0.32 | 0.03 | -0.01 | -0.04 | 0.0 | 0.0 | 0.1 | 2.35 | 0.59 | -0.43 | 0.69 | 0.66 | -1.03 | 0.23 | 0.13 | 0.47 | 1.37 | 2.11 | -0.87 | 0.09 | 0.54 | 0.28 | 3.55 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15.1 | 6.1 | 13.8 | 33.9 | 21.0 | 24.3 | 48.7 | 12.4 | 17.1 | 10.1 | 12.7 | 11.7 | 32.3 | 27.1 | 19.2 | 15.6 | 3.4 |
| Standard Deviation(%) | NA | 267.7 | 267.7 | 267.7 | 267.7 | 267.7 | 267.7 | 18.2 | 15.9 | 18.8 | 32.2 | 22.6 | 31.0 | 38.6 | 18.9 | 16.8 | 15.8 | 15.9 | 17.0 | 22.4 | 22.2 | 25.8 | 13.6 | 12.1 |
| Treynor Ratio | NA | 2.7 | 0.26 | -0.1 | -0.35 | -0.45 | -0.45 | 0.02 | 0.39 | 0.11 | -0.14 | 0.17 | 0.22 | -0.46 | 0.04 | 0.02 | 0.07 | 0.27 | 0.43 | -0.23 | 0.02 | 0.22 | 0.06 | 0.73 |
| Alpha | NA | -0.08 | -0.08 | -0.08 | -0.08 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 | -0.05 | -0.04 | -0.06 | -0.02 | -0.01 | -0.02 | 0.0 | 0.03 | 0.0 | -0.03 | 0.02 | 0.07 | -0.02 | -0.02 |
| Beta | NA | 0.32 | 0.32 | 0.32 | 0.32 | 0.0 | 0.0 | 1.06 | 0.94 | 1.04 | 0.97 | 0.92 | 0.93 | 0.87 | 1.0 | 0.95 | 1.03 | 0.82 | 0.83 | 0.86 | 0.82 | 0.64 | 0.65 | 0.59 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.0 | 0.0 | 0.84 | 0.74 | 0.91 | 0.97 | 0.95 | 0.97 | 0.96 | 0.95 | 0.91 | 0.94 | 0.9 | 0.91 | 0.91 | 0.88 | 0.78 | 0.55 | 0.68 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2015
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