Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACIGX (FORWARD INCOME & GROWTH ALLOCATION FUND INVESTOR CLASS) | NA | -33.38% | -14.23% | -8.86% | -4.77% | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 11/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACIGX (FORWARD INCOME & GROWTH ALLOCATION FUND INVESTOR CLASS) | 11/20/2001 | 11/19/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.38 | -14.23 | -8.86 | -4.77 | NA | NA | … | … | -14.31 | -21.82 | -6.57 | 6.66 | -4.49 | 3.47 | 14.43 | -22.21 | -0.31 | 4.43 | 1.30 | 3.64 | 10.01 | -5.87 | -0.56 |
| Sharpe Ratio | NA | -0.95 | -0.58 | -0.37 | -0.24 | NA | NA | … | … | -1.18 | -0.90 | -0.84 | 1.90 | -0.63 | 0.57 | 1.60 | -2.07 | -0.48 | 0.31 | -0.28 | 0.77 | 1.96 | -0.67 | -1.28 |
| Standard Deviation(%) | NA | 35.13 | 24.57 | 23.76 | 23.00 | NA | NA | … | … | 13.49 | 24.19 | 7.83 | 3.51 | 7.17 | 5.88 | 8.97 | 11.17 | 7.00 | 3.69 | 3.11 | 3.51 | 4.75 | 10.38 | 4.90 |
| Draw Down(%) | NA | 33.66 | 39.67 | 39.67 | 43.70 | NA | NA | … | … | 15.30 | 24.18 | 10.20 | 3.31 | 10.88 | 4.91 | 10.02 | 27.70 | 6.56 | 3.40 | 2.46 | 3.64 | 3.58 | 10.90 | 1.45 |
| Yield(%) | 0.00 | 21.90 | 10.98 | 8.03 | 5.50 | 4.18 | 3.14 | … | … | 0.05 | 23.42 | 9.80 | 2.92 | 3.34 | 3.91 | 3.61 | 3.60 | 3.80 | 3.22 | 2.30 | 1.40 | 0.00 | 0.00 | 0.00 |
Data as of 11/19/2015, Common starting date is 11/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIGX (FORWARD INCOME & GROWTH ALLOCATION FUND INVESTOR CLASS) |
-14.44%
Sep 2012 – Sep 2015 |
-8.92%
Oct 2010 – Oct 2015 |
-4.75%
Aug 2005 – Aug 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIGX (FORWARD INCOME & GROWTH ALLOCATION FUND INVESTOR CLASS) |
8.02%
Feb 2009 – Feb 2012 |
4.81%
Sep 2002 – Sep 2007 |
1.51%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart