Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORR (Forrester Research, Inc.) | -12.81% | -31.33% | -37.71% | -29.68% | -14.93% | -9.45% | -5.24% | … | … |
Data as of 06/04/2026, Common starting date is 11/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORR (Forrester Research, Inc.) | 11/27/1996 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | -31.33 | -37.71 | -29.68 | -14.93 | -9.45 | -5.24 | … | … | -12.81 | -53.73 | -41.40 | -25.03 | -39.11 | 40.17 | 0.48 | -6.71 | 2.99 | 4.84 | 53.80 | -26.19 | 4.63 | 45.32 | -19.56 | -3.83 | 48.44 | -8.01 | 0.68 | 3.36 | 44.59 | 4.52 | 1.07 | 14.00 | -22.69 | -59.77 | 45.37 | 57.43 | 92.31 | -11.65 | 17.05 |
| Sharpe Ratio | NA | -0.71 | -0.94 | -0.80 | -0.41 | NA | NA | … | … | -0.61 | -1.12 | -1.24 | -0.78 | -1.15 | 1.37 | 0.00 | -0.29 | 0.06 | 0.18 | 2.18 | -1.18 | 0.21 | 1.97 | -0.81 | -0.15 | 1.86 | -0.18 | 0.00 | 0.01 | 1.32 | 0.08 | 0.00 | 0.37 | -0.59 | -0.89 | 0.37 | 0.66 | 1.39 | -0.29 | 7.05 |
| Standard Deviation(%) | NA | 52.20 | 43.92 | 40.91 | 40.31 | NA | NA | … | … | 52.08 | 51.28 | 38.86 | 37.78 | 35.37 | 29.31 | 70.25 | 27.66 | 29.65 | 23.62 | 24.58 | 22.31 | 22.19 | 22.99 | 24.38 | 26.28 | 25.99 | 44.01 | 52.05 | 38.21 | 31.49 | 28.02 | 34.72 | 36.31 | 40.07 | 70.64 | 112.47 | 82.74 | 63.84 | 52.70 | 71.37 |
| Draw Down(%) | NA | 55.03 | 84.44 | 91.68 | 91.68 | NA | NA | … | … | 39.38 | 58.17 | 46.06 | 42.07 | 44.02 | 13.87 | 50.41 | 39.35 | 24.10 | 20.52 | 14.88 | 27.06 | 12.79 | 18.00 | 25.55 | 21.79 | 14.03 | 41.55 | 45.18 | 31.99 | 14.87 | 23.41 | 30.91 | 31.10 | 41.52 | 74.14 | 55.14 | 53.87 | 34.74 | 43.29 | 17.07 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 | 0.89 | 1.50 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.78 | 1.75 | 2.55 | 1.75 | 1.70 | 2.25 | 1.64 | 0.00 | 11.25 | 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 06/04/2026, Common starting date is 11/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORR (Forrester Research, Inc.) |
-45.29%
Mar 2022 – Mar 2025 |
-33.27%
Feb 2021 – Feb 2026 |
-15.89%
Mar 2016 – Mar 2026 |
-11.20%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORR (Forrester Research, Inc.) |
81.16%
Mar 1997 – Mar 2000 |
17.46%
Feb 2009 – Feb 2014 |
13.02%
Feb 2009 – Feb 2019 |
10.14%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart