Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFLRX (FORWARD LARGE CAP DIVIDEND FUND INVESTOR CLASS) | NA | -2.43% | 5.50% | NA | NA | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 05/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFLRX (FORWARD LARGE CAP DIVIDEND FUND INVESTOR CLASS) | 05/09/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.43 | 5.50 | NA | NA | NA | NA | … | … | -1.25 | -0.84 | 15.91 | 9.03 | -3.71 |
| Sharpe Ratio | NA | -0.22 | 0.55 | NA | NA | NA | NA | … | … | -0.12 | -0.10 | 1.62 | 0.80 | -0.22 |
| Standard Deviation(%) | NA | 11.16 | 9.89 | NA | NA | NA | NA | … | … | 11.39 | 8.55 | 9.78 | 11.28 | 25.53 |
| Draw Down(%) | NA | 12.86 | 12.86 | NA | NA | NA | NA | … | … | 12.86 | 11.04 | 10.13 | 10.34 | 16.98 |
| Yield(%) | 0.00 | 15.55 | 8.66 | 6.32 | 3.16 | 2.11 | 1.58 | … | … | 13.09 | 6.03 | 3.75 | 4.96 | 3.71 |
Data as of 11/19/2015, Common starting date is 05/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFLRX (FORWARD LARGE CAP DIVIDEND FUND INVESTOR CLASS) |
3.39%
Sep 2012 – Sep 2015 |
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 |
|---|---|---|---|---|
| FFLRX (FORWARD LARGE CAP DIVIDEND FUND INVESTOR CLASS) |
12.40%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart