Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSCMX (Forward Small Cap Equity M) | NA | 3.65% | 13.58% | 7.70% | NA | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 02/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSCMX (Forward Small Cap Equity M) | 02/03/2010 | 11/19/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.65 | 13.58 | 7.70 | NA | NA | NA | … | … | -0.85 | 1.78 | 38.00 | 11.33 | -13.59 | 20.12 |
| Sharpe Ratio | NA | 0.29 | 0.89 | 0.37 | NA | NA | NA | … | … | -0.09 | 0.10 | 2.45 | 0.60 | -0.43 | 0.96 |
| Standard Deviation(%) | NA | 12.38 | 15.28 | 20.55 | NA | NA | NA | … | … | 11.37 | 17.98 | 15.47 | 18.90 | 31.99 | 22.99 |
| Draw Down(%) | NA | 7.33 | 14.99 | 33.78 | NA | NA | NA | … | … | 7.33 | 14.99 | 6.07 | 13.72 | 33.78 | 20.97 |
| 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 11/19/2015, Common starting date is 02/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCMX (Forward Small Cap Equity M) |
4.45%
Apr 2011 – Apr 2014 |
7.55%
Apr 2010 – Apr 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSCMX (Forward Small Cap Equity M) |
18.63%
Sep 2011 – Sep 2014 |
11.91%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart