Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACAGX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND CLASS C) | NA | -2.83% | -2.70% | 1.96% | -1.72% | NA | NA | … | … |
Data as of 12/27/2016, Common starting date is 05/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACAGX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND CLASS C) | 05/09/2003 | 12/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.83 | -2.70 | 1.96 | -1.72 | NA | NA | … | … | -2.60 | -9.52 | 4.01 | 6.15 | 13.60 | -8.13 | 8.81 | 23.95 | -41.05 | 4.69 | 14.79 | 7.80 | 13.38 | 23.34 |
| Sharpe Ratio | NA | -1.24 | -0.48 | 0.26 | -0.12 | NA | NA | … | … | -1.22 | -1.20 | 0.73 | 0.87 | 1.29 | -0.36 | 0.50 | 0.96 | -1.15 | 0.10 | 1.04 | 0.61 | 1.17 | 3.19 |
| Standard Deviation(%) | NA | 2.39 | 5.78 | 7.24 | 18.37 | NA | NA | … | … | 2.32 | 7.96 | 5.50 | 7.01 | 10.61 | 22.64 | 17.35 | 24.88 | 36.33 | 17.00 | 11.08 | 9.23 | 10.63 | 11.79 |
| Draw Down(%) | NA | 4.27 | 16.46 | 16.46 | 57.89 | NA | NA | … | … | 3.65 | 13.71 | 6.47 | 9.01 | 11.47 | 24.13 | 15.76 | 25.47 | 51.04 | 12.81 | 11.26 | 6.58 | 7.85 | 4.10 |
| Yield(%) | 0.00 | 1.77 | 2.76 | 2.71 | 1.91 | 2.22 | 1.66 | … | … | 0.00 | 2.86 | 4.17 | 1.71 | 3.34 | 2.65 | 4.47 | 1.93 | 2.46 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/27/2016, Common starting date is 05/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAGX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND CLASS C) |
-17.59%
Feb 2006 – Feb 2009 |
-7.15%
Feb 2004 – Feb 2009 |
-1.48%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACAGX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND CLASS C) |
18.02%
Feb 2009 – Feb 2012 |
13.21%
Feb 2009 – Feb 2014 |
3.91%
Jun 2003 – Jun 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart