Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGROX (Forward CorePlus Institutional) | NA | 4.43% | 7.94% | 1.72% | 4.04% | 1.64% | NA | … | … |
Data as of 06/12/2013, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGROX (Forward CorePlus Institutional) | 06/20/1996 | 06/12/2013 |
| 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.43 | 7.94 | 1.72 | 4.04 | 1.64 | NA | … | … | 0.00 | 10.10 | -1.14 | 11.88 | 26.73 | -34.24 | 5.86 | 6.56 | 6.69 | 11.12 | 21.81 | -24.26 | -15.30 | -23.58 | 25.89 | 46.55 | 33.74 | 10.84 |
| Sharpe Ratio | NA | 0.48 | 0.47 | 0.07 | 0.15 | NA | NA | … | … | 0.00 | 0.82 | -0.05 | 0.67 | 1.14 | -0.92 | 0.18 | 0.30 | 0.43 | 0.86 | 1.28 | -1.01 | -0.75 | -0.93 | 0.98 | 1.80 | 1.51 | 1.48 |
| Standard Deviation(%) | NA | 9.12 | 16.63 | 23.93 | 19.27 | NA | NA | … | … | NA | 12.41 | 23.51 | 17.70 | 23.41 | 38.16 | 15.27 | 10.61 | 10.29 | 11.73 | 16.50 | 25.22 | 23.91 | 30.05 | 22.86 | 23.89 | 19.84 | 12.01 |
| Draw Down(%) | NA | 9.93 | 21.86 | 43.78 | 48.41 | NA | NA | … | … | 0.00 | 9.93 | 21.86 | 16.17 | 21.77 | 44.33 | 9.71 | 9.97 | 6.44 | 9.12 | 10.88 | 31.81 | 31.82 | 30.91 | 12.80 | 20.41 | 11.75 | 7.23 |
| Yield(%) | 0.00 | 0.00 | 0.28 | 0.32 | 0.39 | 1.25 | 2.86 | … | … | 0.00 | 0.00 | 0.34 | 0.61 | 0.71 | 0.25 | 0.28 | 0.26 | 0.56 | 0.00 | 0.49 | 0.26 | 0.00 | 0.07 | 4.33 | 12.17 | 22.66 | 10.22 |
Data as of 06/12/2013, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGROX (Forward CorePlus Institutional) |
-22.08%
Mar 2000 – Mar 2003 |
-8.69%
Mar 2000 – Mar 2005 |
-5.62%
Feb 1999 – Feb 2009 |
1.70%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGROX (Forward CorePlus Institutional) |
35.34%
Mar 1997 – Mar 2000 |
13.33%
Jul 1996 – Jul 2001 |
7.08%
Aug 1996 – Aug 2006 |
5.36%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart