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AGRRX: FORWARD AGGRESSIVE GROWTH ALLOCATION FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/26/2003 |
| Last Dividend Date: | 12/29/2015 |
| 12-Mo. Yield | 1.89% |
| Expenses | 1.70% |
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Performance Analytics (As of 08/13/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/26/2003 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.9 | 1.8 | 2.1 | -2.5 | -8.9 | 4.7 | 6.8 | 14.5 | -7.5 | 9.5 | 24.8 | -40.7 | 5.3 | 15.6 | 8.5 | 14.5 | 1.5 |
| Sharpe Ratio | NA | -1.21 | -0.4 | 0.34 | -0.09 | 0.07 | -1.2 | -1.12 | 0.84 | 0.97 | 1.38 | -0.33 | 0.55 | 1.0 | -1.14 | 0.13 | 1.11 | 0.68 | 1.27 | 28.88 |
| Draw Down(%) | NA | 4.3 | 15.6 | 15.6 | 57.6 | 57.6 | 3.6 | 13.5 | 6.2 | 8.7 | 11.3 | 23.9 | 15.6 | 25.5 | 50.8 | 12.7 | 11.2 | 6.6 | 7.6 | 0.0 |
| Standard Deviation(%) | NA | 2.4 | 5.8 | 7.2 | 18.3 | 16.8 | 2.3 | 8.0 | 5.5 | 6.9 | 10.6 | 22.6 | 17.3 | 24.8 | 36.3 | 17.0 | 11.1 | 9.3 | 10.6 | 8.3 |
| Treynor Ratio | NA | -0.28 | -0.05 | 0.04 | -0.01 | 0.01 | -0.29 | -0.13 | 0.08 | 0.09 | 0.11 | -0.05 | 0.06 | 0.17 | -0.27 | 0.01 | 0.08 | 0.05 | 0.1 | 1.78 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.05 | -0.03 | -0.01 | -0.04 | 0.0 | -0.03 | 0.0 | -0.05 | -0.04 | -0.01 | -0.04 | -0.01 | 0.0 | 0.01 | 0.01 | 0.19 |
| Beta | NA | 0.1 | 0.46 | 0.67 | 1.38 | 1.38 | 0.1 | 0.7 | 0.55 | 0.79 | 1.27 | 1.56 | 1.59 | 1.47 | 1.52 | 1.77 | 1.58 | 1.36 | 1.32 | 1.34 |
| RSquared | NA | 0.12 | 0.38 | 0.48 | 0.85 | 0.85 | 0.11 | 0.58 | 0.44 | 0.61 | 0.77 | 0.88 | 0.95 | 0.96 | 0.97 | 0.91 | 0.91 | 0.91 | 0.76 | 0.95 |
| Yield(%) | N/A | 1.9 | 3.1 | 3.1 | 2.2 | N/A | 0.0 | 3.3 | 4.6 | 2.3 | 3.7 | 2.7 | 4.6 | 2.3 | 2.6 | 1.8 | 0.2 | 0.1 | 0.3 | 0.1 |
| Dividend Growth(%) | N/A | -65.3 | -17.1 | -3.3 | N/A | N/A | -100.0 | -28.9 | 102.4 | -31.5 | 24.9 | -39.0 | 149.2 | -48.3 | 46.0 | 1155.6 | 145.5 | -72.5 | 344.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2003
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See Moderate Allocation Asset Class Trend Rankings |
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