Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORA (Forian Inc.) | 33.49% | 34.12% | 4.92% | -24.25% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORA (Forian Inc.) | 03/04/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 34.12 | 4.92 | -24.25 | NA | NA | NA | … | … | 33.49 | 2.43 | -29.11 | 6.96 | -69.73 | -42.22 |
| Sharpe Ratio | NA | 0.65 | 0.05 | -0.34 | NA | NA | NA | … | … | 2.84 | -0.01 | -0.54 | 0.04 | -0.85 | -0.63 |
| Standard Deviation(%) | NA | 49.28 | 65.55 | 71.10 | NA | NA | NA | … | … | 39.67 | 69.29 | 67.11 | 76.65 | 83.69 | 76.15 |
| Draw Down(%) | NA | 21.17 | 52.57 | 87.54 | NA | NA | NA | … | … | 5.14 | 51.25 | 45.80 | 59.23 | 76.16 | 49.71 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORA (Forian Inc.) |
-41.46%
Aug 2021 – Aug 2024 |
-28.20%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORA (Forian Inc.) |
6.66%
May 2023 – May 2026 |
-21.88%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart