Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIGAX (FORWARD INCOME & GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) | NA | -33.15% | -14.13% | -8.80% | -4.74% | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 11/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIGAX (FORWARD INCOME & GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) | 11/19/2001 | 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 | -33.15 | -14.13 | -8.80 | -4.74 | NA | NA | … | … | -14.03 | -21.75 | -6.57 | 6.59 | -4.48 | 3.46 | 14.51 | -22.26 | -0.31 | 4.50 | 1.24 | 3.71 | 10.01 | -5.93 | -0.90 |
| Sharpe Ratio | NA | -0.95 | -0.58 | -0.37 | -0.24 | NA | NA | … | … | -1.16 | -0.90 | -0.84 | 1.86 | -0.63 | 0.57 | 1.59 | -2.08 | -0.48 | 0.32 | -0.30 | 0.79 | 1.91 | -1.05 | -1.82 |
| Standard Deviation(%) | NA | 35.07 | 24.54 | 23.72 | 22.95 | NA | NA | … | … | 13.44 | 24.17 | 7.88 | 3.55 | 7.19 | 5.89 | 9.08 | 11.13 | 6.98 | 3.77 | 3.11 | 3.50 | 4.88 | 6.68 | 4.94 |
| Draw Down(%) | NA | 33.43 | 39.46 | 39.46 | 43.50 | NA | NA | … | … | 15.10 | 24.04 | 10.32 | 3.31 | 10.93 | 4.84 | 10.01 | 27.68 | 6.56 | 3.40 | 2.52 | 3.64 | 3.58 | 11.02 | 1.51 |
| Yield(%) | 0.00 | 22.00 | 11.30 | 8.43 | 5.95 | 4.53 | 3.40 | … | … | 0.10 | 23.79 | 10.31 | 3.47 | 3.86 | 4.63 | 4.13 | 4.05 | 4.31 | 3.65 | 2.71 | 1.67 | 0.00 | 0.00 | 0.00 |
Data as of 11/19/2015, Common starting date is 11/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGAX (FORWARD INCOME & GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) |
-14.34%
Sep 2012 – Sep 2015 |
-8.86%
Oct 2010 – Oct 2015 |
-4.71%
Aug 2005 – Aug 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGAX (FORWARD INCOME & GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) |
8.02%
Feb 2009 – Feb 2012 |
4.82%
Sep 2002 – Sep 2007 |
1.51%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart