Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 01/23/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTEEX (FORWARD TACTICAL ENHANCED FUND INVESTOR CLASS) | NA | 0.00% | -1.65% | 0.60% | NA | NA | NA | 0.39% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTEEX (FORWARD TACTICAL ENHANCED FUND INVESTOR CLASS) | 01/03/2011 | 01/23/2017 |
The return data shown below all have the same latest date: 01/23/2017.
AR inception is since 01/03/2011.
AR inception is since 01/03/2011.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -1.65 | 0.60 | NA | NA | NA | 0.39 | 0.00 | 0.00 | -6.02 | 0.40 | 0.12 | 12.45 | -3.65 |
| Sharpe Ratio | NA | 0.00 | -0.26 | 0.07 | NA | NA | NA | 0.04 | 0.00 | 0.00 | -0.68 | 0.05 | 0.01 | 1.43 | -0.31 |
| Standard Deviation(%) | NA | 0.10 | 6.78 | 7.15 | NA | NA | NA | 8.14 | NA | NA | 8.96 | 7.69 | 6.57 | 8.76 | 11.96 |
| Draw Down(%) | NA | 0.00 | 11.74 | 11.74 | NA | NA | NA | 11.89 | 0.00 | 0.00 | 9.17 | 6.89 | 6.25 | 5.80 | 11.89 |
| Yield(%) | 0.00 | 0.00 | 2.47 | 2.62 | 1.32 | 0.88 | 0.66 | 2.20 | 0.00 | 0.00 | 0.00 | 7.38 | 0.31 | 5.30 | 0.19 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTEEX (FORWARD TACTICAL ENHANCED FUND INVESTOR CLASS) |
-2.97%
Apr 2013 - Apr 2016 |
-1.09%
Apr 2011 - Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTEEX (FORWARD TACTICAL ENHANCED FUND INVESTOR CLASS) |
5.18%
Nov 2011 - Nov 2014 |
1.31%
Nov 2011 - Nov 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart