Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABAAX (FORWARD BALANCED ALLOCATION FUND INSTITUTIONAL CLASS) | NA | -4.77% | -3.07% | 1.27% | 0.74% | 2.37% | NA | … | … |
Data as of 12/27/2016, Common starting date is 03/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABAAX (FORWARD BALANCED ALLOCATION FUND INSTITUTIONAL CLASS) | 03/27/2001 | 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 | -4.77 | -3.07 | 1.27 | 0.74 | 2.37 | NA | … | … | -4.44 | -6.27 | 1.22 | 6.80 | 9.83 | -2.82 | 9.40 | 21.22 | -24.73 | 4.56 | 10.81 | 5.73 | 8.09 | 16.32 | -10.61 | -1.47 |
| Sharpe Ratio | NA | -2.01 | -0.74 | 0.26 | 0.03 | NA | NA | … | … | -1.91 | -1.16 | 0.28 | 1.37 | 1.93 | -0.26 | 1.07 | 1.62 | -1.45 | 0.16 | 1.30 | 0.75 | 1.28 | 2.00 | -0.59 | -0.43 |
| Standard Deviation(%) | NA | 2.47 | 4.25 | 4.61 | 9.44 | NA | NA | … | … | 2.45 | 5.44 | 4.25 | 4.95 | 5.11 | 10.93 | 8.70 | 13.02 | 17.63 | 9.92 | 5.82 | 4.74 | 5.57 | 7.79 | 19.82 | 9.23 |
| Draw Down(%) | NA | 5.72 | 14.38 | 14.38 | 36.58 | NA | NA | … | … | 5.31 | 8.70 | 5.39 | 6.64 | 5.07 | 13.73 | 7.65 | 13.78 | 32.56 | 8.04 | 5.56 | 3.27 | 4.73 | 6.62 | 17.18 | 13.55 |
| Yield(%) | 0.00 | 0.17 | 2.27 | 2.82 | 3.02 | 2.94 | 2.23 | … | … | 0.00 | 2.05 | 3.67 | 3.65 | 3.14 | 5.21 | 5.14 | 3.81 | 3.55 | 3.68 | 2.75 | 2.33 | 1.22 | 0.00 | 0.00 | 2.14 |
Data as of 12/27/2016, Common starting date is 03/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABAAX (FORWARD BALANCED ALLOCATION FUND INSTITUTIONAL CLASS) |
-8.07%
Feb 2006 – Feb 2009 |
-2.28%
Feb 2004 – Feb 2009 |
0.89%
Nov 2006 – Nov 2016 |
2.06%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABAAX (FORWARD BALANCED ALLOCATION FUND INSTITUTIONAL CLASS) |
14.25%
Feb 2009 – Feb 2012 |
10.90%
Feb 2009 – Feb 2014 |
5.72%
Mar 2003 – Mar 2013 |
2.66%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart