Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BFITX (Forefront Income Trust) NA 0.00% 2.95% 2.49% NA NA NA
Data as of 02/19/2021, Common starting date is 07/08/2015
More Performance Analytics Comparison
Name Start Date End Date
BFITX (Forefront Income Trust) 07/08/2015 02/19/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 0.00 2.95 2.49 NA NA NA 0.00 -0.19 3.51 5.55 -4.23 8.97 5.41
Sharpe Ratio NA 0.00 0.43 0.22 NA NA NA 0.00 -0.12 0.30 2.00 -0.37 0.97 7.35
Standard Deviation(%) NA 2.47 4.73 7.98 NA NA NA NA 3.56 7.10 2.11 13.12 8.97 1.55
Draw Down(%) NA 0.00 3.25 11.23 NA NA NA 0.00 2.62 2.97 0.97 11.14 6.22 0.10
Yield(%) 0.00 0.00 0.00 1.40 1.22 0.81 0.61 0.00 0.00 0.00 0.00 0.00 7.06 5.11
Data as of 02/19/2021, Common starting date is 07/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BFITX (Forefront Income Trust) -0.37%
Nov 2017 – Nov 2020
2.61%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BFITX (Forefront Income Trust) 4.24%
Oct 2015 – Oct 2018
3.61%
Aug 2015 – Aug 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return