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ACAIX: FORWARD AGGRESSIVE GROWTH ALLOCATION FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/21/2001 |
| Last Dividend Date: | 12/29/2015 |
| 12-Mo. Yield | 1.89% |
| Expenses | 1.85% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/21/2001 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.5 | 1.5 | 1.8 | 1.9 | -2.5 | -9.1 | 4.5 | 6.5 | 14.3 | -7.7 | 9.3 | 24.7 | -40.8 | 5.1 | 15.4 | 8.3 | 14.0 | 30.2 | -20.5 | 1.7 |
| Sharpe Ratio | NA | -1.19 | -0.42 | 0.32 | -0.09 | NA | 0.06 | -1.19 | -1.14 | 0.82 | 0.94 | 1.36 | -0.34 | 0.53 | 0.99 | -1.14 | 0.13 | 1.09 | 0.66 | 1.22 | 2.0 | -0.83 | 1.22 |
| Draw Down(%) | NA | 4.2 | 15.8 | 15.8 | 57.6 | NA | 57.6 | 3.5 | 13.5 | 6.3 | 8.8 | 11.3 | 24.0 | 15.7 | 25.5 | 50.8 | 12.8 | 11.2 | 6.6 | 7.7 | 13.9 | 35.9 | 3.6 |
| Standard Deviation(%) | NA | 2.4 | 5.8 | 7.2 | 18.4 | NA | 17.4 | 2.3 | 7.9 | 5.5 | 6.9 | 10.6 | 22.7 | 17.3 | 24.8 | 36.4 | 17.0 | 11.1 | 9.3 | 10.7 | 14.7 | 26.0 | 13.6 |
| Treynor Ratio | NA | -0.27 | -0.05 | 0.03 | -0.01 | NA | 0.01 | -0.29 | -0.13 | 0.08 | 0.08 | 0.11 | -0.05 | 0.06 | 0.17 | -0.27 | 0.01 | 0.08 | 0.04 | 0.1 | 0.2 | -0.15 | 0.12 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.05 | NA | -0.03 | -0.01 | -0.04 | 0.0 | -0.03 | 0.0 | -0.05 | -0.04 | -0.02 | -0.04 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.02 | -0.01 |
| Beta | NA | 0.1 | 0.46 | 0.66 | 1.38 | NA | 1.39 | 0.1 | 0.69 | 0.54 | 0.78 | 1.27 | 1.56 | 1.59 | 1.47 | 1.53 | 1.77 | 1.59 | 1.36 | 1.34 | 1.5 | 1.44 | 1.35 |
| RSquared | NA | 0.11 | 0.38 | 0.48 | 0.85 | NA | 0.82 | 0.11 | 0.58 | 0.43 | 0.61 | 0.77 | 0.88 | 0.95 | 0.96 | 0.97 | 0.91 | 0.91 | 0.91 | 0.77 | 0.91 | 0.59 | 0.89 |
| Yield(%) | N/A | 1.9 | 3.0 | 3.1 | 2.1 | 2.1 | N/A | 0.0 | 3.2 | 4.5 | 2.2 | 3.7 | 2.7 | 4.6 | 2.2 | 2.6 | 1.7 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -65.3 | -17.5 | -3.6 | N/A | N/A | N/A | -100.0 | -28.9 | 109.0 | -33.3 | 22.3 | -38.4 | 154.7 | -49.7 | 56.8 | 1440.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/21/2001
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See Moderate Allocation Asset Class Trend Rankings |
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