Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACAIX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND INVESTOR CLASS) | NA | -2.80% | -2.34% | 2.37% | -1.27% | 1.77% | NA | 1.89% |
Data as of 12/27/2016, AR inception is 11/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAIX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND INVESTOR CLASS) | 11/21/2001 | 12/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.80 | -2.34 | 2.37 | -1.27 | 1.77 | NA | 1.89 | -2.52 | -9.06 | 4.50 | 6.53 | 14.34 | -7.72 | 9.27 | 24.67 | -40.77 | 5.15 | 15.39 | 8.27 | 13.98 | 30.15 | -20.46 | 1.71 |
| Sharpe Ratio | NA | -1.19 | -0.42 | 0.32 | -0.09 | NA | NA | 0.06 | -1.19 | -1.14 | 0.82 | 0.94 | 1.36 | -0.34 | 0.53 | 0.99 | -1.14 | 0.13 | 1.09 | 0.66 | 1.22 | 2.00 | -0.83 | 1.22 |
| Standard Deviation(%) | NA | 2.40 | 5.77 | 7.21 | 18.36 | NA | NA | 17.40 | 2.31 | 7.94 | 5.48 | 6.88 | 10.60 | 22.65 | 17.31 | 24.79 | 36.42 | 16.99 | 11.11 | 9.27 | 10.65 | 14.74 | 26.00 | 13.59 |
| Draw Down(%) | NA | 4.22 | 15.78 | 15.78 | 57.64 | NA | NA | 57.64 | 3.54 | 13.52 | 6.30 | 8.82 | 11.32 | 24.03 | 15.66 | 25.47 | 50.81 | 12.76 | 11.23 | 6.56 | 7.65 | 13.86 | 35.89 | 3.62 |
| Yield(%) | 0.00 | 1.89 | 3.02 | 3.06 | 2.13 | 2.10 | 1.60 | 2.14 | 0.00 | 3.20 | 4.52 | 2.20 | 3.66 | 2.70 | 4.55 | 2.17 | 2.57 | 1.67 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/27/2016, AR inception is 11/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAIX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND INVESTOR CLASS) |
-17.19%
Feb 2006 - Feb 2009 |
-6.71%
Feb 2004 - Feb 2009 |
-1.04%
Nov 2006 - Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAIX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND INVESTOR CLASS) |
21.55%
Mar 2003 - Mar 2006 |
16.42%
Sep 2002 - Sep 2007 |
6.29%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart