Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIGMX (FORWARD INCOME & GROWTH ALLOCATION FUND CLASS C) | NA | -53.23% | -20.82% | -11.99% | -5.09% | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 01/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIGMX (FORWARD INCOME & GROWTH ALLOCATION FUND CLASS C) | 01/14/2003 | 11/19/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -42.38 | -53.23 | -20.82 | -11.99 | -5.09 | NA | NA | … | … | -14.67 | -22.03 | -6.53 | 6.62 | -4.50 | 3.48 | 14.40 | -22.22 | -0.31 | 4.45 | 1.24 | 3.51 | 32.00 |
| Sharpe Ratio | NA | -0.95 | -0.58 | -0.37 | -0.24 | NA | NA | … | … | -1.20 | -0.91 | -0.84 | 1.91 | -0.63 | 0.57 | 1.59 | -2.07 | -0.48 | 0.31 | -0.31 | 0.74 | 1.46 |
| Standard Deviation(%) | NA | 35.44 | 24.83 | 24.07 | 23.40 | NA | NA | … | … | 13.62 | 24.34 | 7.86 | 3.47 | 7.21 | 5.90 | 8.98 | 11.14 | 6.99 | 3.69 | 3.04 | 3.48 | 22.41 |
| Draw Down(%) | NA | 33.99 | 40.08 | 40.08 | 44.09 | NA | NA | … | … | 15.52 | 24.35 | 10.24 | 3.33 | 10.98 | 4.79 | 10.05 | 27.72 | 6.53 | 3.47 | 2.47 | 3.71 | 11.59 |
| Yield(%) | 0.00 | 21.92 | 10.70 | 7.67 | 5.11 | 4.93 | 3.70 | … | … | 0.01 | 23.14 | 9.35 | 2.40 | 2.88 | 3.66 | 3.09 | 3.17 | 3.31 | 2.65 | 1.81 | 1.14 | 0.00 |
Data as of 11/19/2015, Common starting date is 01/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGMX (FORWARD INCOME & GROWTH ALLOCATION FUND CLASS C) |
-6.13%
Feb 2006 – Feb 2009 |
-2.23%
Feb 2004 – Feb 2009 |
0.33%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGMX (FORWARD INCOME & GROWTH ALLOCATION FUND CLASS C) |
16.18%
Feb 2003 – Feb 2006 |
10.45%
Feb 2003 – Feb 2008 |
6.63%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart