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FTEEX: FORWARD TACTICAL ENHANCED FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/2011 |
Last Dividend Date: | 12/08/2014 |
12-Mo. Yield | 0.00% |
Expenses | 2.34% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/03/2011 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.1 | 0.4 | 0.0 | 0.0 | -6.0 | 0.4 | 0.1 | 12.4 | -3.7 |
Sharpe Ratio | NA | 0.0 | -0.26 | 0.07 | 0.04 | 0.0 | 0.0 | -0.68 | 0.05 | 0.01 | 1.43 | -0.31 |
Draw Down(%) | NA | 0.0 | 11.7 | 11.7 | 11.9 | 0.0 | 0.0 | 9.2 | 6.9 | 6.2 | 5.8 | 11.9 |
Standard Deviation(%) | NA | 0.1 | 6.8 | 7.1 | 8.1 | NA | NA | 9.0 | 7.7 | 6.6 | 8.8 | 12.0 |
Treynor Ratio | NA | 15.33 | -0.07 | 0.02 | 0.01 | NA | NA | -0.19 | 0.01 | 0.0 | 0.26 | -0.15 |
Alpha | NA | 0.0 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | -0.02 | -0.03 | 0.02 | -0.02 |
Beta | NA | 0.0 | 0.24 | 0.29 | 0.27 | 0.0 | 0.0 | 0.32 | 0.4 | 0.27 | 0.47 | 0.24 |
RSquared | NA | 0.0 | 0.22 | 0.26 | 0.25 | 0.0 | 0.0 | 0.31 | 0.36 | 0.21 | 0.47 | 0.22 |
Yield(%) | N/A | 0.0 | 2.5 | 2.6 | N/A | 0.0 | 0.0 | 0.0 | 7.4 | 0.3 | 5.3 | 0.2 |
Dividend Growth(%) | N/A | N/A | 33.1 | N/A | N/A | N/A | N/A | -100.0 | 2225.9 | -93.7 | 2638.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2011
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