Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSLDX (FORWARD SELECT EM DIVIDEND FUND CLASS C) | NA | 0.00% | -7.05% | -1.28% | NA | NA | NA | … | … |
Data as of 01/23/2017, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSLDX (FORWARD SELECT EM DIVIDEND FUND CLASS C) | 05/03/2011 | 01/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -7.05 | -1.28 | NA | NA | NA | … | … | 0.00 | 0.00 | -13.85 | -7.34 | -1.28 | 27.14 | -20.74 |
| Sharpe Ratio | NA | 0.00 | -0.79 | -0.13 | NA | NA | NA | … | … | 0.00 | 0.00 | -1.11 | -0.78 | -0.11 | 2.01 | -1.14 |
| Standard Deviation(%) | NA | 0.12 | 9.05 | 10.73 | NA | NA | NA | … | … | NA | NA | 12.51 | 9.44 | 12.16 | 13.58 | 25.77 |
| Draw Down(%) | NA | 0.00 | 30.32 | 32.10 | NA | NA | NA | … | … | 0.00 | 0.00 | 22.49 | 17.89 | 18.00 | 14.15 | 26.80 |
| Yield(%) | 0.00 | 0.00 | 2.42 | 3.45 | 1.56 | 1.04 | 0.78 | … | … | 0.00 | 0.00 | 2.38 | 5.16 | 4.16 | 4.94 | 1.26 |
Data as of 01/23/2017, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSLDX (FORWARD SELECT EM DIVIDEND FUND CLASS C) |
-10.01%
Apr 2013 – Apr 2016 |
-3.76%
Jul 2011 – Jul 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSLDX (FORWARD SELECT EM DIVIDEND FUND CLASS C) |
10.03%
Sep 2011 – Sep 2014 |
1.02%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart