Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWRD (Forward Air Corporation) | -58.56% | -44.30% | -52.69% | -35.45% | -13.05% | -6.69% | -5.34% | … | … |
Data as of 06/05/2026, Common starting date is 11/16/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWRD (Forward Air Corporation) | 11/16/1993 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | -44.30 | -52.69 | -35.45 | -13.05 | -6.69 | -5.34 | … | … | -58.56 | -20.87 | -52.06 | -39.34 | -12.56 | 59.01 | 11.26 | 29.01 | -3.50 | 22.68 | 11.41 | -13.79 | 15.93 | 26.72 | 10.38 | 14.02 | 14.60 | 4.61 | -21.36 | 8.67 | -20.42 | 85.78 | 62.55 | 41.68 | -42.78 | -9.09 | 93.55 | 362.67 | -22.68 | 142.50 | -24.53 | -14.52 | -24.39 | 28.12 |
| Sharpe Ratio | NA | -0.46 | -0.70 | -0.58 | -0.28 | NA | NA | … | … | -0.75 | -0.31 | -0.82 | -0.94 | -0.38 | 2.05 | 0.23 | 1.17 | -0.18 | 1.07 | 0.41 | -0.55 | 0.78 | 1.33 | 0.36 | 0.32 | 0.50 | 0.09 | -0.37 | 0.15 | -0.69 | 1.65 | 1.92 | 1.05 | -0.87 | -0.19 | 1.08 | 5.32 | -0.37 | 2.48 | -0.43 | -0.31 | -0.65 | 11.99 |
| Standard Deviation(%) | NA | 88.69 | 79.19 | 65.14 | 50.81 | NA | NA | … | … | 120.55 | 78.56 | 72.14 | 46.77 | 36.79 | 28.78 | 47.45 | 23.60 | 26.81 | 20.67 | 27.16 | 25.29 | 20.29 | 20.09 | 28.90 | 44.13 | 29.16 | 50.36 | 60.19 | 38.72 | 34.61 | 50.72 | 32.01 | 38.91 | 50.22 | 62.60 | 82.88 | 67.61 | 70.30 | 55.76 | 65.35 | 58.71 | 42.36 | 54.02 |
| Draw Down(%) | NA | 74.25 | 93.02 | 93.19 | 93.19 | NA | NA | … | … | 72.51 | 69.87 | 80.94 | 47.59 | 31.46 | 17.89 | 42.77 | 17.79 | 27.94 | 8.56 | 17.68 | 27.95 | 10.05 | 11.21 | 19.99 | 32.69 | 19.23 | 42.63 | 53.51 | 29.37 | 32.78 | 16.06 | 12.46 | 19.35 | 52.56 | 50.75 | 36.00 | 36.14 | 62.50 | 21.85 | 52.27 | 35.00 | 37.76 | 8.86 |
| Yield(%) | 0.00 | 0.00 | 0.16 | 0.49 | 1.26 | 1.56 | 1.23 | … | … | 0.00 | 0.00 | 0.00 | 0.92 | 0.80 | 1.10 | 1.08 | 1.31 | 1.09 | 1.24 | 1.19 | 0.97 | 1.11 | 1.11 | 1.03 | 0.98 | 1.10 | 1.15 | 0.93 | 0.92 | 0.77 | 0.73 | 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 06/05/2026, Common starting date is 11/16/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWRD (Forward Air Corporation) |
-52.15%
May 2023 – May 2026 |
-35.45%
May 2021 – May 2026 |
-12.85%
May 2016 – May 2026 |
-6.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWRD (Forward Air Corporation) |
132.89%
Jun 1997 – Jun 2000 |
73.93%
Oct 1995 – Oct 2000 |
43.90%
Oct 1996 – Oct 2006 |
27.97%
Oct 1996 – Oct 2011 |
Annualized Rolling Returns Comparison Chart