Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABAFX (FORWARD BALANCED ALLOCATION FUND CLASS C) | NA | -4.75% | -3.69% | 0.46% | -0.03% | NA | NA | … | … |
Data as of 12/27/2016, Common starting date is 01/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABAFX (FORWARD BALANCED ALLOCATION FUND CLASS C) | 01/14/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.75 | -3.69 | 0.46 | -0.03 | NA | NA | … | … | -4.40 | -7.31 | 0.34 | 5.73 | 8.74 | -3.84 | 8.46 | 19.99 | -25.49 | 4.74 | 9.75 | 4.64 | 7.46 | 17.77 |
| Sharpe Ratio | NA | -2.03 | -0.90 | 0.08 | -0.05 | NA | NA | … | … | -1.91 | -1.36 | 0.08 | 1.15 | 1.71 | -0.36 | 0.95 | 1.53 | -1.49 | 0.17 | 1.10 | 0.52 | 1.18 | 1.84 |
| Standard Deviation(%) | NA | 2.44 | 4.21 | 4.59 | 9.46 | NA | NA | … | … | 2.42 | 5.38 | 4.22 | 4.97 | 5.11 | 10.87 | 8.78 | 12.99 | 17.71 | 10.08 | 5.88 | 4.78 | 5.51 | 9.66 |
| Draw Down(%) | NA | 5.69 | 15.58 | 15.58 | 37.44 | NA | NA | … | … | 5.27 | 9.31 | 5.80 | 6.93 | 5.26 | 14.15 | 7.72 | 13.89 | 33.19 | 8.14 | 5.65 | 3.41 | 4.86 | 8.44 |
| Yield(%) | 0.00 | 0.07 | 1.71 | 2.03 | 2.40 | 2.54 | 1.90 | … | … | 0.00 | 1.34 | 2.80 | 2.63 | 2.09 | 4.22 | 4.28 | 2.77 | 2.69 | 3.95 | 1.75 | 1.35 | 0.62 | 0.00 |
Data as of 12/27/2016, Common starting date is 01/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABAFX (FORWARD BALANCED ALLOCATION FUND CLASS C) |
-8.61%
Feb 2006 – Feb 2009 |
-2.95%
Feb 2004 – Feb 2009 |
0.10%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABAFX (FORWARD BALANCED ALLOCATION FUND CLASS C) |
13.66%
Mar 2003 – Mar 2006 |
9.81%
Feb 2009 – Feb 2014 |
5.60%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart