Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFLAX (FORWARD LARGE CAP DIVIDEND FUND CLASS A) | NA | -2.54% | 5.37% | 5.88% | NA | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 11/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFLAX (FORWARD LARGE CAP DIVIDEND FUND CLASS A) | 11/07/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -2.54 | 5.37 | 5.88 | NA | NA | NA | … | … | -14.22 | -6.72 | 11.98 | 3.76 | 0.39 | 12.76 | 23.09 | -36.05 | 12.02 | 3.90 |
| Sharpe Ratio | NA | -0.97 | -0.22 | -0.05 | NA | NA | NA | … | … | -0.91 | -0.74 | 1.20 | 0.33 | 0.02 | 0.74 | 0.86 | -0.97 | 0.55 | 3.49 |
| Standard Deviation(%) | NA | 18.41 | 13.55 | 15.50 | NA | NA | NA | … | … | 17.47 | 9.06 | 9.98 | 11.45 | 21.66 | 17.09 | 26.74 | 37.86 | 16.45 | 7.80 |
| Draw Down(%) | NA | 19.87 | 23.19 | 23.19 | NA | NA | NA | … | … | 19.87 | 11.47 | 10.47 | 10.80 | 17.43 | 14.66 | 23.84 | 44.38 | 10.22 | 1.56 |
| Yield(%) | 0.00 | 15.43 | 8.51 | 7.02 | 3.72 | 2.48 | 1.86 | … | … | 12.99 | 5.90 | 3.60 | 4.82 | 3.69 | 1.05 | 0.68 | 0.35 | 0.57 | 0.24 |
Data as of 11/19/2015, Common starting date is 11/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFLAX (FORWARD LARGE CAP DIVIDEND FUND CLASS A) |
-8.26%
Jun 2007 – Jun 2010 |
-0.53%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFLAX (FORWARD LARGE CAP DIVIDEND FUND CLASS A) |
22.36%
Feb 2009 – Feb 2012 |
16.85%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart