Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOBAX (FORWARD BALANCED ALLOCATION FUND CLASS A) | NA | -4.74% | -3.29% | 0.99% | 0.41% | NA | NA | … | … |
Data as of 12/27/2016, Common starting date is 10/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOBAX (FORWARD BALANCED ALLOCATION FUND CLASS A) | 10/28/2003 | 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 | -4.74 | -3.29 | 0.99 | 0.41 | NA | NA | … | … | -4.45 | -6.66 | 0.97 | 6.44 | 9.46 | -3.20 | 8.90 | 20.82 | -25.03 | 4.15 | 10.46 | 5.37 | 7.77 | 3.82 |
| Sharpe Ratio | NA | -2.03 | -0.79 | 0.20 | 0.00 | NA | NA | … | … | -1.92 | -1.22 | 0.22 | 1.28 | 1.86 | -0.30 | 1.01 | 1.59 | -1.46 | 0.11 | 1.24 | 0.67 | 1.25 | 5.39 |
| Standard Deviation(%) | NA | 2.47 | 4.28 | 4.63 | 9.47 | NA | NA | … | … | 2.45 | 5.48 | 4.27 | 4.98 | 5.11 | 10.93 | 8.76 | 13.06 | 17.74 | 9.94 | 5.82 | 4.79 | 5.47 | 4.32 |
| Draw Down(%) | NA | 5.74 | 14.77 | 14.77 | 36.92 | NA | NA | … | … | 5.32 | 8.95 | 5.51 | 6.77 | 5.14 | 13.90 | 7.85 | 13.85 | 32.79 | 8.07 | 5.53 | 3.30 | 4.79 | 0.93 |
| Yield(%) | 0.00 | 0.13 | 2.07 | 2.54 | 2.75 | 2.66 | 1.99 | … | … | 0.00 | 1.79 | 3.36 | 3.30 | 2.78 | 4.84 | 4.68 | 3.44 | 3.25 | 3.34 | 2.42 | 1.98 | 0.92 | 0.50 |
Data as of 12/27/2016, Common starting date is 10/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOBAX (FORWARD BALANCED ALLOCATION FUND CLASS A) |
-8.39%
Feb 2006 – Feb 2009 |
-2.62%
Feb 2004 – Feb 2009 |
0.55%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOBAX (FORWARD BALANCED ALLOCATION FUND CLASS A) |
13.82%
Feb 2009 – Feb 2012 |
10.49%
Feb 2009 – Feb 2014 |
4.18%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart