Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGIIX (FORWARD GROWTH & INCOME ALLOCATION FUND INVESTOR CLASS) | NA | -5.44% | -3.87% | 1.07% | -0.08% | 1.91% | NA | … | … |
Data as of 12/27/2016, Common starting date is 03/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGIIX (FORWARD GROWTH & INCOME ALLOCATION FUND INVESTOR 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 | -5.44 | -3.87 | 1.07 | -0.08 | 1.91 | NA | … | … | -5.07 | -7.42 | 0.45 | 8.73 | 9.81 | -3.74 | 9.62 | 22.01 | -29.56 | 4.14 | 11.41 | 5.92 | 9.16 | 19.22 | -13.11 | -2.66 |
| Sharpe Ratio | NA | -1.99 | -0.73 | 0.17 | -0.05 | NA | NA | … | … | -1.89 | -1.04 | 0.08 | 1.37 | 1.61 | -0.29 | 0.91 | 1.38 | -1.40 | 0.10 | 1.16 | 0.66 | 1.26 | 2.04 | -0.91 | -0.51 |
| Standard Deviation(%) | NA | 2.87 | 5.39 | 5.78 | 11.51 | NA | NA | … | … | 2.82 | 7.13 | 5.25 | 6.35 | 6.12 | 13.07 | 10.48 | 15.84 | 21.75 | 11.73 | 7.00 | 5.67 | 6.54 | 9.10 | 15.60 | 10.93 |
| Draw Down(%) | NA | 6.70 | 17.19 | 17.19 | 43.17 | NA | NA | … | … | 6.09 | 10.83 | 7.14 | 7.85 | 6.11 | 15.89 | 9.46 | 16.98 | 37.87 | 9.34 | 6.89 | 4.00 | 5.46 | 8.35 | 20.61 | 16.43 |
| Yield(%) | 0.00 | 0.19 | 2.42 | 2.68 | 2.49 | 2.41 | 1.80 | … | … | 0.00 | 2.02 | 3.81 | 3.15 | 2.65 | 2.21 | 4.87 | 3.14 | 3.45 | 2.84 | 1.82 | 1.62 | 0.86 | 0.00 | 0.00 | 1.27 |
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 |
|---|---|---|---|---|
| AGIIX (FORWARD GROWTH & INCOME ALLOCATION FUND INVESTOR CLASS) |
-10.91%
Feb 2006 – Feb 2009 |
-3.91%
Feb 2004 – Feb 2009 |
0.10%
Nov 2006 – Nov 2016 |
1.50%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGIIX (FORWARD GROWTH & INCOME ALLOCATION FUND INVESTOR CLASS) |
15.35%
Feb 2009 – Feb 2012 |
11.89%
Feb 2009 – Feb 2014 |
5.60%
Mar 2003 – Mar 2013 |
2.27%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart