Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACBIX (FORWARD BALANCED ALLOCATION FUND INVESTOR CLASS) | NA | -4.69% | -3.37% | 0.85% | 0.27% | 1.97% | NA | … | … |
Data as of 12/27/2016, Common starting date is 03/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACBIX (FORWARD BALANCED ALLOCATION FUND INVESTOR CLASS) | 03/27/2001 | 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.69 | -3.37 | 0.85 | 0.27 | 1.97 | NA | … | … | -4.38 | -6.84 | 0.76 | 6.26 | 9.27 | -3.32 | 8.75 | 20.64 | -25.12 | 4.05 | 10.30 | 5.23 | 7.81 | 16.24 | -10.61 | -1.72 |
| Sharpe Ratio | NA | -2.02 | -0.81 | 0.17 | -0.02 | NA | NA | … | … | -1.91 | -1.26 | 0.17 | 1.26 | 1.82 | -0.31 | 1.00 | 1.58 | -1.47 | 0.10 | 1.21 | 0.64 | 1.24 | 2.01 | -1.06 | -0.47 |
| Standard Deviation(%) | NA | 2.45 | 4.25 | 4.61 | 9.43 | NA | NA | … | … | 2.42 | 5.45 | 4.26 | 4.95 | 5.10 | 10.89 | 8.70 | 12.98 | 17.65 | 9.96 | 5.84 | 4.78 | 5.56 | 7.73 | 11.03 | 9.19 |
| Draw Down(%) | NA | 5.74 | 14.98 | 14.98 | 37.02 | NA | NA | … | … | 5.26 | 9.09 | 5.61 | 6.82 | 5.16 | 13.93 | 7.81 | 13.80 | 32.86 | 8.13 | 5.60 | 3.32 | 4.79 | 6.70 | 17.12 | 13.67 |
| Yield(%) | 0.00 | 0.12 | 1.98 | 2.41 | 2.63 | 2.53 | 1.92 | … | … | 0.00 | 1.68 | 3.21 | 3.13 | 2.61 | 4.71 | 4.54 | 3.29 | 3.13 | 3.18 | 2.27 | 1.85 | 0.96 | 0.00 | 0.00 | 1.76 |
Data as of 12/27/2016, Common starting date is 03/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACBIX (FORWARD BALANCED ALLOCATION FUND INVESTOR CLASS) |
-8.52%
Feb 2006 – Feb 2009 |
-2.72%
Feb 2004 – Feb 2009 |
0.42%
Nov 2006 – Nov 2016 |
1.65%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACBIX (FORWARD BALANCED ALLOCATION FUND INVESTOR CLASS) |
13.65%
Feb 2009 – Feb 2012 |
10.32%
Feb 2009 – Feb 2014 |
5.25%
Mar 2003 – Mar 2013 |
2.26%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart