Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOIAX (FORWARD GROWTH & INCOME ALLOCATION FUND CLASS A) | NA | -5.45% | -3.77% | 1.19% | 0.07% | NA | NA | … | … |
Data as of 12/27/2016, Common starting date is 12/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOIAX (FORWARD GROWTH & INCOME 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 | -5.45 | -3.77 | 1.19 | 0.07 | NA | NA | … | … | -5.08 | -7.26 | 0.60 | 8.90 | 9.97 | -3.59 | 9.79 | 22.21 | -29.45 | 4.29 | 11.57 | 5.98 | 8.62 | 0.72 |
| Sharpe Ratio | NA | -2.00 | -0.71 | 0.19 | -0.03 | NA | NA | … | … | -1.90 | -1.03 | 0.11 | 1.40 | 1.65 | -0.28 | 0.92 | 1.39 | -1.40 | 0.11 | 1.19 | 0.67 | 1.18 | 22.20 |
| Standard Deviation(%) | NA | 2.86 | 5.40 | 5.77 | 11.51 | NA | NA | … | … | 2.81 | 7.08 | 5.33 | 6.35 | 6.04 | 13.05 | 10.51 | 15.90 | 21.69 | 11.76 | 6.98 | 5.73 | 6.51 | 3.70 |
| Draw Down(%) | NA | 6.71 | 17.00 | 17.00 | 43.05 | NA | NA | … | … | 6.10 | 10.77 | 7.12 | 7.76 | 6.12 | 15.78 | 9.38 | 16.93 | 37.81 | 9.30 | 6.90 | 4.03 | 5.53 | 0.00 |
| Yield(%) | 0.00 | 0.26 | 2.54 | 2.84 | 2.62 | 2.45 | 1.83 | … | … | 0.00 | 2.20 | 3.97 | 3.30 | 2.87 | 2.36 | 5.02 | 3.29 | 3.59 | 2.99 | 1.95 | 1.74 | 0.38 | 0.43 |
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 |
|---|---|---|---|---|
| AOIAX (FORWARD GROWTH & INCOME ALLOCATION FUND CLASS A) |
-10.77%
Feb 2006 – Feb 2009 |
-3.89%
Feb 2004 – Feb 2009 |
0.24%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOIAX (FORWARD GROWTH & INCOME ALLOCATION FUND CLASS A) |
15.54%
Feb 2009 – Feb 2012 |
12.05%
Feb 2009 – Feb 2014 |
4.30%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart