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KSRAX: Forward Real Estate Long/Short A (MUTUAL FUND)
Basic Info
Asset Class: | REAL ESTATE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/16/1999 |
Last Dividend Date: | 06/26/2018 |
12-Mo. Yield | 3.42% |
Expenses | 1.84% |
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Performance Analytics (As of 08/22/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/16/1999 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 2.2 | 3.8 | 6.6 | 4.4 | 5.3 | 9.2 | 1.6 | -4.7 | 15.1 | -1.8 | 23.9 | 2.3 | 23.1 | 0.8 | 33.3 | 48.2 | -58.8 | -21.8 | 29.5 | 4.8 | 27.7 | 31.8 | 4.1 | 30.1 | 27.1 | 22.2 |
Sharpe Ratio | NA | 0.11 | 0.27 | 0.56 | 0.14 | NA | 0.34 | 0.11 | -0.57 | 1.11 | -0.16 | 2.72 | 0.18 | 2.07 | 0.03 | 1.6 | 0.92 | -0.94 | -1.07 | 1.6 | 0.19 | 1.83 | 3.89 | 0.26 | 3.24 | 2.07 | 7.16 |
Draw Down(%) | NA | 14.0 | 16.9 | 20.2 | 72.2 | NA | 81.6 | 11.2 | 7.9 | 13.6 | 12.7 | 6.7 | 14.6 | 6.9 | 25.0 | 12.5 | 37.2 | 73.4 | 31.5 | 9.4 | 12.3 | 19.0 | 4.3 | 15.7 | 9.8 | 9.4 | 4.1 |
Standard Deviation(%) | NA | 10.3 | 11.9 | 11.2 | 29.0 | NA | 23.6 | 11.5 | 9.3 | 13.4 | 11.7 | 8.8 | 12.8 | 11.2 | 28.1 | 20.7 | 52.2 | 63.3 | 23.3 | 16.4 | 13.9 | 14.6 | 8.0 | 11.5 | 8.7 | 11.1 | 13.2 |
Treynor Ratio | NA | 0.02 | 0.05 | 0.09 | 0.05 | NA | 0.1 | 0.02 | -0.07 | 0.21 | -0.03 | 0.32 | 0.03 | 0.29 | 0.01 | 0.45 | 0.63 | -0.74 | -0.28 | 0.32 | 0.03 | 0.34 | 0.52 | 0.04 | 0.43 | 0.3 | 2.98 |
Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | NA | 0.0 | 0.0 | -0.03 | 0.03 | -0.01 | 0.0 | 0.0 | 0.03 | -0.03 | 0.04 | 0.06 | -0.21 | -0.04 | 0.0 | -0.02 | 0.02 | 0.04 | 0.0 | 0.08 | 0.03 | 0.29 |
Beta | NA | 0.71 | 0.71 | 0.72 | 0.8 | NA | 0.79 | 0.74 | 0.75 | 0.71 | 0.65 | 0.74 | 0.81 | 0.79 | 0.91 | 0.73 | 0.77 | 0.8 | 0.88 | 0.83 | 0.84 | 0.79 | 0.6 | 0.71 | 0.66 | 0.76 | 0.32 |
RSquared | NA | 0.79 | 0.81 | 0.85 | 0.93 | NA | 0.9 | 0.89 | 0.66 | 0.81 | 0.93 | 0.93 | 0.96 | 0.93 | 0.96 | 0.97 | 0.96 | 0.91 | 0.95 | 0.54 | 0.91 | 0.9 | 0.74 | 0.83 | 0.64 | 0.55 | 0.05 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/1999
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Best ETFs
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Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) (100%)
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- RFI (Cohen Steers Total Return Realty Closed Fund) (99%)
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