Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGWAX (FORWARD GROWTH & INCOME ALLOCATION FUND INSTITUTIONAL CLASS) | NA | -5.49% | -3.55% | 1.48% | 0.39% | 2.30% | NA | … | … |
Data as of 12/27/2016, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGWAX (FORWARD GROWTH & INCOME ALLOCATION FUND INSTITUTIONAL CLASS) | 12/28/2000 | 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.49 | -3.55 | 1.48 | 0.39 | 2.30 | NA | … | … | -5.14 | -6.84 | 0.88 | 9.27 | 10.40 | -3.23 | 10.13 | 22.58 | -29.16 | 4.66 | 11.97 | 6.44 | 9.33 | 19.31 | -13.11 | -7.58 | -0.33 |
| Sharpe Ratio | NA | -1.96 | -0.67 | 0.24 | -0.01 | NA | NA | … | … | -1.88 | -0.96 | 0.16 | 1.47 | 1.71 | -0.25 | 0.96 | 1.42 | -1.38 | 0.14 | 1.25 | 0.75 | 1.29 | 2.03 | -1.07 | -0.91 | NA |
| Standard Deviation(%) | NA | 2.90 | 5.42 | 5.79 | 11.52 | NA | NA | … | … | 2.86 | 7.11 | 5.34 | 6.28 | 6.12 | 13.11 | 10.49 | 15.88 | 21.67 | 11.76 | 6.96 | 5.67 | 6.52 | 9.15 | 13.23 | 11.08 | 0.00 |
| Draw Down(%) | NA | 6.69 | 16.56 | 16.56 | 42.79 | NA | NA | … | … | 6.15 | 10.69 | 6.95 | 7.71 | 6.03 | 15.63 | 9.34 | 16.89 | 37.59 | 9.32 | 6.88 | 3.88 | 5.46 | 8.35 | 20.59 | 17.95 | 0.33 |
| Yield(%) | 0.00 | 0.35 | 2.80 | 3.16 | 2.90 | 2.83 | 2.00 | … | … | 0.00 | 2.54 | 4.32 | 3.68 | 3.23 | 2.72 | 5.37 | 3.66 | 3.88 | 3.34 | 2.29 | 2.06 | 1.10 | 0.00 | 0.00 | 1.56 | 0.00 |
Data as of 12/27/2016, Common starting date is 12/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGWAX (FORWARD GROWTH & INCOME ALLOCATION FUND INSTITUTIONAL CLASS) |
-10.44%
Feb 2006 – Feb 2009 |
-3.46%
Feb 2004 – Feb 2009 |
0.55%
Nov 2006 – Nov 2016 |
1.61%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGWAX (FORWARD GROWTH & INCOME ALLOCATION FUND INSTITUTIONAL CLASS) |
15.92%
Feb 2009 – Feb 2012 |
12.44%
Feb 2009 – Feb 2014 |
6.06%
Mar 2003 – Mar 2013 |
2.66%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart