Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOLAX (FORWARD INCOME & GROWTH ALLOCATION FUND CLASS A) | NA | 0.00% | 0.00% | 0.00% | 0.00% | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 01/26/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOLAX (FORWARD INCOME & GROWTH ALLOCATION FUND CLASS A) | 01/26/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | -36.89 | -2.90 | 3.56 | 9.86 | -1.36 | 7.66 | 18.59 | -18.85 | 3.61 | 7.96 | 3.94 | 3.14 |
| Sharpe Ratio | NA | -0.51 | -0.18 | -0.06 | 0.01 | NA | NA | … | … | -1.16 | -0.09 | 0.91 | 2.52 | -0.19 | 1.21 | 2.10 | -1.77 | 0.09 | 1.26 | 0.59 | 0.66 |
| Standard Deviation(%) | NA | 35.71 | 22.83 | 20.64 | 18.34 | NA | NA | … | … | 13.50 | 30.89 | 3.87 | 3.93 | 7.29 | 6.26 | 8.81 | 11.13 | 6.82 | 3.73 | 3.00 | 3.60 |
| Draw Down(%) | NA | 32.37 | 32.37 | 32.37 | 32.37 | NA | NA | … | … | 15.21 | 22.37 | 5.67 | 3.25 | 9.66 | 4.52 | 9.52 | 25.12 | 6.36 | 3.18 | 2.05 | 3.64 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/19/2015, Common starting date is 01/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOLAX (FORWARD INCOME & GROWTH ALLOCATION FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOLAX (FORWARD INCOME & GROWTH ALLOCATION FUND CLASS A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart