Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAGRX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) | NA | -2.80% | -1.98% | 2.84% | -0.80% | 2.21% | NA | … | … |
Data as of 12/27/2016, Common starting date is 11/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAGRX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) | 11/21/2001 | 12/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.80 | -1.98 | 2.84 | -0.80 | 2.21 | NA | … | … | -2.50 | -8.51 | 5.03 | 7.14 | 14.94 | -7.21 | 9.85 | 25.26 | -40.46 | 5.71 | 15.95 | 8.68 | 14.45 | 30.41 | -20.27 | 1.86 |
| Sharpe Ratio | NA | -1.19 | -0.35 | 0.38 | -0.07 | NA | NA | … | … | -1.18 | -1.07 | 0.91 | 1.02 | 1.41 | -0.32 | 0.56 | 1.02 | -1.13 | 0.16 | 1.15 | 0.71 | 1.26 | 2.02 | -0.99 | 1.35 |
| Standard Deviation(%) | NA | 2.40 | 5.81 | 7.26 | 18.34 | NA | NA | … | … | 2.30 | 8.01 | 5.50 | 6.98 | 10.63 | 22.57 | 17.29 | 24.77 | 36.37 | 16.95 | 11.08 | 9.22 | 10.68 | 14.69 | 21.50 | 13.58 |
| Draw Down(%) | NA | 4.29 | 15.08 | 15.08 | 57.36 | NA | NA | … | … | 3.56 | 13.22 | 6.06 | 8.71 | 11.23 | 23.79 | 15.61 | 25.39 | 50.63 | 12.71 | 11.18 | 6.60 | 7.49 | 13.74 | 29.99 | 3.61 |
| Yield(%) | 0.00 | 1.93 | 3.30 | 3.43 | 2.40 | 2.41 | 1.84 | … | … | 0.00 | 3.52 | 4.91 | 2.64 | 4.02 | 2.86 | 4.91 | 2.52 | 2.76 | 2.14 | 0.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/27/2016, Common starting date is 11/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAGRX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) |
-16.76%
Feb 2006 – Feb 2009 |
-6.27%
Feb 2004 – Feb 2009 |
-0.56%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAGRX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) |
21.91%
Mar 2003 – Mar 2006 |
16.82%
Sep 2002 – Sep 2007 |
6.78%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart