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FFLRX: FORWARD LARGE CAP DIVIDEND FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/09/2011 |
| Last Dividend Date: | 10/27/2015 |
| 12-Mo. Yield | 15.55% |
| Expenses | 1.24% |
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Performance Analytics (As of 11/19/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 05/09/2011 |
2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.4 | 5.5 | 3.9 | -1.3 | -0.8 | 15.9 | 9.0 | -3.7 |
| Sharpe Ratio | NA | -0.22 | 0.55 | 0.29 | -0.12 | -0.1 | 1.62 | 0.8 | -0.22 |
| Draw Down(%) | NA | 12.9 | 12.9 | 17.0 | 12.9 | 11.0 | 10.1 | 10.3 | 17.0 |
| Standard Deviation(%) | NA | 11.2 | 9.9 | 13.5 | 11.4 | 8.5 | 9.8 | 11.3 | 25.5 |
| Treynor Ratio | NA | -0.04 | 0.08 | 0.05 | -0.02 | -0.01 | 0.23 | 0.15 | -0.07 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.08 |
| Beta | NA | 0.68 | 0.7 | 0.72 | 0.68 | 0.7 | 0.7 | 0.62 | 0.79 |
| RSquared | NA | 0.86 | 0.81 | 0.84 | 0.87 | 0.78 | 0.78 | 0.78 | 0.89 |
| Yield(%) | N/A | 15.5 | 8.7 | N/A | 13.1 | 6.0 | 3.8 | 5.0 | 3.7 |
| Dividend Growth(%) | N/A | 311.7 | N/A | N/A | 104.2 | 74.3 | -20.9 | 25.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
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