Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOR (Forestar Group Inc.) | 11.77% | 39.11% | 10.33% | 4.14% | 8.04% | 3.55% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOR (Forestar Group Inc.) | 12/13/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 39.11 | 10.33 | 4.14 | 8.04 | 3.55 | NA | … | … | 11.77 | -5.36 | -22.29 | 114.60 | -29.15 | 7.78 | -3.21 | 50.18 | -37.05 | 65.41 | 21.57 | -28.96 | -27.60 | 22.74 | 14.54 | -21.61 | -12.19 | 130.88 | -59.64 | -1.71 |
| Sharpe Ratio | NA | 1.12 | 0.22 | 0.03 | 0.18 | NA | NA | … | … | 0.82 | -0.22 | -0.74 | 3.02 | -0.73 | 0.27 | -0.06 | 1.45 | -1.13 | 2.73 | 0.64 | -0.85 | -0.97 | 0.63 | 0.43 | -0.40 | -0.33 | 1.37 | -0.49 | -0.88 |
| Standard Deviation(%) | NA | 35.17 | 37.89 | 37.54 | 37.58 | NA | NA | … | … | 34.27 | 37.89 | 39.32 | 36.99 | 41.69 | 28.23 | 58.55 | 33.88 | 34.11 | 23.88 | 33.42 | 33.94 | 28.59 | 36.09 | 33.72 | 54.07 | 37.18 | 95.20 | 122.93 | 39.45 |
| Draw Down(%) | NA | 20.95 | 54.72 | 55.73 | 63.45 | NA | NA | … | … | 20.95 | 32.32 | 37.37 | 25.97 | 53.02 | 28.02 | 57.46 | 17.52 | 51.27 | 8.76 | 23.22 | 35.05 | 32.30 | 25.36 | 33.96 | 50.76 | 41.19 | 53.37 | 89.77 | 7.57 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOR (Forestar Group Inc.) |
-21.86%
Jan 2013 – Jan 2016 |
-13.42%
Jan 2011 – Jan 2016 |
-5.83%
Mar 2010 – Mar 2020 |
-3.51%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOR (Forestar Group Inc.) |
48.62%
Nov 2008 – Nov 2011 |
33.13%
Nov 2008 – Nov 2013 |
13.23%
Nov 2008 – Nov 2018 |
13.40%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart