Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFHIX (FORWARD SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) | NA | 3.63% | 13.62% | 7.80% | 2.71% | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 06/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFHIX (FORWARD SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) | 06/14/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.63 | 13.62 | 7.80 | 2.71 | NA | NA | … | … | -0.89 | 1.81 | 38.08 | 11.35 | -13.24 | 15.95 | 21.10 | -38.97 | -3.15 | 5.87 | 5.67 | 14.71 | 34.79 | -13.57 |
| Sharpe Ratio | NA | 0.29 | 0.89 | 0.38 | 0.02 | NA | NA | … | … | -0.09 | 0.10 | 2.45 | 0.60 | -0.41 | 0.70 | 0.68 | -1.03 | -0.28 | 0.15 | 0.21 | 0.79 | 2.00 | -0.92 |
| Standard Deviation(%) | NA | 12.41 | 15.30 | 20.56 | 24.51 | NA | NA | … | … | 11.41 | 17.98 | 15.51 | 18.91 | 32.00 | 22.58 | 30.98 | 38.51 | 21.90 | 16.90 | 16.87 | 17.49 | 17.01 | 26.45 |
| Draw Down(%) | NA | 7.29 | 14.97 | 33.78 | 60.73 | NA | NA | … | … | 7.29 | 14.97 | 6.14 | 13.73 | 33.78 | 20.97 | 24.27 | 48.50 | 19.65 | 17.05 | 10.08 | 12.72 | 11.69 | 24.90 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.52 | 1.50 | 1.13 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 | 11.03 | 0.00 | 4.48 | 0.00 | 0.00 | 0.00 |
Data as of 11/19/2015, Common starting date is 06/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFHIX (FORWARD SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) |
-18.90%
Feb 2006 – Feb 2009 |
-6.70%
Feb 2004 – Feb 2009 |
2.95%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFHIX (FORWARD SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) |
26.04%
Mar 2003 – Mar 2006 |
18.37%
Feb 2009 – Feb 2014 |
6.45%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart