Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORW (Forwardly Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 05/19/2025, Common starting date is 12/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORW (Forwardly Inc) | 12/10/1996 | 05/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -66.67 | 50.00 | -60.00 | -28.57 | 2,087.50 | -82.61 | 283.33 | 200.00 | 0.00 | -4.76 | 110.00 | -50.00 | -60.00 | -87.50 | -68.00 | 3,025.00 | -99.20 | 0.00 | -99.70 | 3,266.73 | -76.92 | -96.75 | 3,900.01 | -93.33 | 700.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.00 | -0.13 | 0.05 | 0.03 | NA | NA | … | … | 0.00 | -0.33 | 0.13 | -0.24 | -0.15 | 6.63 | -0.42 | 0.99 | 0.53 | 0.00 | -0.01 | 0.26 | -0.13 | -0.15 | -0.31 | -0.42 | 11.61 | -0.20 | -0.02 | -0.25 | 10.06 | -0.53 | -0.21 | 4.61 | -0.28 | 3.35 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 69.59 | 279.99 | 262.75 | 329.69 | NA | NA | … | … | 111.86 | 220.69 | 364.81 | 252.67 | 196.89 | 310.73 | 199.80 | 284.66 | 376.19 | 573.61 | 470.52 | 423.65 | 378.38 | 408.43 | 285.45 | 160.55 | 260.53 | 512.92 | 196.83 | 405.79 | 324.66 | 147.77 | 469.96 | 846.14 | 348.91 | 207.94 | NA | NA | NA | NA |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 66.67 | 75.00 | 85.71 | 95.58 | 68.75 | 90.77 | 93.33 | 90.91 | 99.00 | 75.00 | 90.91 | 75.00 | 90.91 | 95.45 | 82.40 | 89.13 | 99.40 | 50.00 | 99.81 | 86.67 | 76.92 | 96.94 | 99.01 | 93.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/19/2025, Common starting date is 12/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORW (Forwardly Inc) |
-97.13%
Dec 2005 – Dec 2008 |
-83.27%
Nov 2003 – Nov 2008 |
-73.49%
Feb 2003 – Feb 2013 |
-56.64%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORW (Forwardly Inc) |
474.42%
Mar 2018 – Mar 2021 |
302.96%
Feb 2016 – Feb 2021 |
49.54%
Feb 2011 – Feb 2021 |
16.09%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart