Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGRRX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND CLASS A) | NA | -2.76% | -2.24% | 2.53% | -1.12% | NA | NA | … | … |
Data as of 12/27/2016, Common starting date is 12/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGRRX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND CLASS A) | 12/26/2003 | 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 | -2.76 | -2.24 | 2.53 | -1.12 | NA | NA | … | … | -2.54 | -8.89 | 4.65 | 6.79 | 14.49 | -7.50 | 9.54 | 24.81 | -40.66 | 5.27 | 15.57 | 8.46 | 14.46 | 1.47 |
| Sharpe Ratio | NA | -1.21 | -0.40 | 0.34 | -0.09 | NA | NA | … | … | -1.20 | -1.12 | 0.84 | 0.97 | 1.38 | -0.33 | 0.55 | 1.00 | -1.14 | 0.13 | 1.11 | 0.68 | 1.27 | 28.88 |
| Standard Deviation(%) | NA | 2.40 | 5.79 | 7.23 | 18.35 | NA | NA | … | … | 2.31 | 7.96 | 5.51 | 6.94 | 10.59 | 22.61 | 17.31 | 24.81 | 36.34 | 17.01 | 11.07 | 9.26 | 10.62 | 8.28 |
| Draw Down(%) | NA | 4.28 | 15.64 | 15.64 | 57.58 | NA | NA | … | … | 3.62 | 13.47 | 6.24 | 8.74 | 11.32 | 23.89 | 15.60 | 25.46 | 50.75 | 12.73 | 11.20 | 6.55 | 7.65 | 0.00 |
| Yield(%) | 0.00 | 1.89 | 3.07 | 3.15 | 2.20 | 2.16 | 1.62 | … | … | 0.00 | 3.25 | 4.60 | 2.31 | 3.75 | 2.71 | 4.62 | 2.26 | 2.59 | 1.82 | 0.16 | 0.07 | 0.31 | 0.07 |
Data as of 12/27/2016, Common starting date is 12/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGRRX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND CLASS A) |
-17.09%
Feb 2006 – Feb 2009 |
-6.54%
Feb 2004 – Feb 2009 |
-0.88%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGRRX (FORWARD AGGRESSIVE GROWTH ALLOCATION FUND CLASS A) |
18.83%
Feb 2009 – Feb 2012 |
14.00%
Feb 2009 – Feb 2014 |
4.09%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart