Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSLMX (FORWARD SELECT EM DIVIDEND FUND CLASS M) | NA | 0.00% | -6.52% | -0.56% | 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 |
|---|---|---|
| FSLMX (FORWARD SELECT EM DIVIDEND FUND CLASS M) | 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 | -6.52 | -0.56 | NA | NA | NA | … | … | 0.00 | 0.00 | -13.15 | -6.50 | -0.30 | 28.41 | -20.33 |
| Sharpe Ratio | NA | 0.00 | -0.73 | -0.06 | NA | NA | NA | … | … | 0.00 | 0.00 | -1.05 | -0.69 | -0.03 | 2.11 | -1.12 |
| Standard Deviation(%) | NA | 0.06 | 9.04 | 10.72 | NA | NA | NA | … | … | NA | NA | 12.51 | 9.42 | 12.17 | 13.56 | 25.78 |
| Draw Down(%) | NA | 0.00 | 29.59 | 30.66 | NA | NA | NA | … | … | 0.00 | 0.00 | 22.24 | 17.56 | 17.81 | 14.09 | 26.58 |
| Yield(%) | 0.00 | 0.00 | 2.88 | 4.16 | 1.90 | 1.27 | 0.95 | … | … | 0.00 | 0.00 | 2.96 | 6.05 | 5.01 | 6.04 | 1.71 |
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 |
|---|---|---|---|---|
| FSLMX (FORWARD SELECT EM DIVIDEND FUND CLASS M) |
-9.30%
Apr 2013 – Apr 2016 |
-2.96%
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 |
|---|---|---|---|---|
| FSLMX (FORWARD SELECT EM DIVIDEND FUND CLASS M) |
11.11%
Sep 2011 – Sep 2014 |
1.83%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart