Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFLSX (FORWARD LARGE CAP DIVIDEND FUND INSTITUTIONAL CLASS) | NA | -2.24% | 5.82% | 6.38% | NA | NA | NA | … | … |
Data as of 11/19/2015, Common starting date is 02/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFLSX (FORWARD LARGE CAP DIVIDEND FUND INSTITUTIONAL CLASS) | 02/05/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -2.24 | 5.82 | 6.38 | NA | NA | NA | … | … | -1.02 | -0.59 | 16.46 | 9.36 | 4.65 | 14.13 | 24.34 | -35.48 | 10.85 |
| Sharpe Ratio | NA | -0.20 | 0.59 | 0.48 | NA | NA | NA | … | … | -0.10 | -0.07 | 1.67 | 0.83 | 0.21 | 0.82 | 0.91 | -0.96 | 0.53 |
| Standard Deviation(%) | NA | 11.14 | 9.90 | 13.33 | NA | NA | NA | … | … | 11.38 | 8.52 | 9.82 | 11.31 | 21.59 | 17.06 | 26.79 | 37.87 | 17.10 |
| Draw Down(%) | NA | 12.69 | 12.69 | 17.26 | NA | NA | NA | … | … | 12.69 | 10.98 | 10.15 | 10.31 | 17.26 | 14.55 | 23.84 | 44.17 | 10.28 |
| Yield(%) | 0.00 | 16.08 | 9.15 | 7.70 | 3.98 | 2.65 | 1.99 | … | … | 13.56 | 6.47 | 4.18 | 5.41 | 4.33 | 1.16 | 2.77 | 0.71 | 0.86 |
Data as of 11/19/2015, Common starting date is 02/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFLSX (FORWARD LARGE CAP DIVIDEND FUND INSTITUTIONAL CLASS) |
-7.95%
Jun 2007 – Jun 2010 |
-0.13%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFLSX (FORWARD LARGE CAP DIVIDEND FUND INSTITUTIONAL CLASS) |
22.85%
Feb 2009 – Feb 2012 |
17.37%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart