Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVAIX (Forward Large Cap Value Institutional ) | NA | 7.02% | -3.21% | -2.04% | 0.74% | NA | NA | … | … |
Data as of 03/14/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVAIX (Forward Large Cap Value Institutional ) | 06/21/1996 | 03/14/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.02 | -3.21 | -2.04 | 0.74 | NA | NA | … | … | 1.56 | 8.28 | 17.17 | -39.18 | 3.32 | 16.42 | 6.08 | 13.74 | 30.49 | -23.01 | -9.49 | 2.37 | 6.91 | 12.83 | 33.17 | 14.95 |
| Sharpe Ratio | NA | 0.42 | -0.11 | -0.13 | -0.03 | NA | NA | … | … | 1.77 | 0.45 | 0.57 | -0.97 | 0.02 | 1.28 | 0.36 | 1.12 | 1.72 | -0.90 | -0.62 | -0.09 | 0.19 | 0.49 | -1.32 | 2.43 |
| Standard Deviation(%) | NA | 16.96 | 31.02 | 26.25 | 22.58 | NA | NA | … | … | 4.64 | 18.20 | 29.82 | 41.25 | 17.51 | 10.33 | 10.84 | 11.39 | 17.36 | 26.65 | 19.30 | 18.81 | 19.73 | 19.39 | 16.66 | 11.00 |
| Draw Down(%) | NA | 16.30 | 55.51 | 61.23 | 61.23 | NA | NA | … | … | 0.96 | 16.30 | 32.05 | 50.67 | 13.40 | 8.14 | 7.13 | 7.88 | 15.86 | 35.60 | 25.98 | 14.59 | 16.38 | 22.36 | 10.01 | 7.10 |
| Yield(%) | 0.00 | 2.11 | 1.62 | 2.04 | 1.88 | 5.10 | 3.82 | … | … | 0.00 | 2.13 | 1.96 | 1.54 | 3.78 | 1.52 | 1.38 | 0.34 | 1.20 | 0.85 | 4.12 | 2.74 | 8.39 | 12.03 | 15.11 | 10.77 |
Data as of 03/14/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVAIX (Forward Large Cap Value Institutional ) |
-18.43%
Feb 2006 – Feb 2009 |
-8.27%
Feb 2004 – Feb 2009 |
-3.71%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVAIX (Forward Large Cap Value Institutional ) |
24.83%
Jul 1996 – Jul 1999 |
16.56%
Sep 2002 – Sep 2007 |
8.45%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart