Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPREX (Forward Real Estate Fund Insti Clas) | NA | -14.79% | -3.81% | 2.58% | 2.42% | NA | NA | … | … |
Data as of 08/13/2018, Common starting date is 05/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPREX (Forward Real Estate Fund Insti Clas) | 05/01/2008 | 08/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.24 | -14.79 | -3.81 | 2.58 | 2.42 | NA | NA | … | … | -14.66 | -10.55 | -19.07 | -21.18 | 17.15 | -2.17 | 17.72 | 3.00 | 22.61 | 10.46 | -47.17 |
| Sharpe Ratio | NA | -2.46 | -1.73 | -1.51 | -0.84 | NA | NA | … | … | -2.07 | -2.70 | -1.65 | -1.38 | -0.11 | -1.43 | -0.06 | -0.51 | 0.15 | -0.15 | -1.31 |
| Standard Deviation(%) | NA | 16.27 | 26.27 | 22.16 | 31.22 | NA | NA | … | … | 18.79 | 11.08 | 32.10 | 28.74 | 12.86 | 14.46 | 13.41 | 30.33 | 26.34 | 54.50 | 63.26 |
| Draw Down(%) | NA | 21.74 | 52.79 | 55.04 | 65.99 | NA | NA | … | … | 14.95 | 14.14 | 29.07 | 29.21 | 8.77 | 17.64 | 8.46 | 25.40 | 15.59 | 41.65 | 60.28 |
| Yield(%) | 0.00 | 7.52 | 17.18 | 14.51 | 8.05 | 4.85 | 3.63 | … | … | 1.13 | 7.61 | 31.13 | 21.89 | 11.36 | 4.94 | 1.46 | 1.19 | 3.08 | 6.49 | 0.00 |
Data as of 08/13/2018, Common starting date is 05/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPREX (Forward Real Estate Fund Insti Clas) |
-7.53%
Sep 2008 – Sep 2011 |
1.54%
Apr 2013 – Apr 2018 |
3.71%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPREX (Forward Real Estate Fund Insti Clas) |
34.10%
Mar 2009 – Mar 2012 |
23.83%
Feb 2009 – Feb 2014 |
3.71%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart