Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGRIX (Forward CorePlus Investor) | NA | -3.43% | 4.84% | 2.04% | 4.46% | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 07/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGRIX (Forward CorePlus Investor) | 07/19/1999 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | -3.43 | 4.84 | 2.04 | 4.46 | NA | NA | … | … | -0.99 | 9.69 | -1.75 | 11.12 | 25.88 | -33.92 | 5.41 | 6.21 | 5.96 | 10.92 | 21.55 | -24.63 | -15.73 | -24.04 | 6.97 |
| Sharpe Ratio | NA | -0.29 | 0.26 | 0.08 | 0.17 | NA | NA | … | … | -1.69 | 0.78 | -0.08 | 0.62 | 1.10 | -0.91 | 0.16 | 0.28 | 0.37 | 0.85 | 1.26 | -1.02 | -0.77 | -0.93 | 0.60 |
| Standard Deviation(%) | NA | 12.01 | 18.33 | 24.50 | 19.70 | NA | NA | … | … | 2.53 | 12.42 | 23.45 | 17.71 | 23.40 | 38.16 | 15.25 | 10.57 | 10.25 | 11.73 | 16.53 | 25.21 | 23.95 | 30.15 | 20.55 |
| Draw Down(%) | NA | 10.17 | 22.15 | 44.53 | 48.23 | NA | NA | … | … | 0.99 | 10.17 | 22.15 | 16.28 | 21.86 | 44.51 | 9.77 | 9.98 | 6.59 | 9.11 | 10.70 | 32.00 | 32.06 | 31.27 | 11.12 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/26/2013, Common starting date is 07/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGRIX (Forward CorePlus Investor) |
-22.44%
Mar 2000 – Mar 2003 |
-9.07%
Mar 2000 – Mar 2005 |
-5.51%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGRIX (Forward CorePlus Investor) |
19.60%
Feb 2009 – Feb 2012 |
10.83%
Sep 2002 – Sep 2007 |
5.63%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart