Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFMIX (Forward Mini-Cap Inst) | NA | -26.47% | -11.38% | -1.30% | NA | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 08/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFMIX (Forward Mini-Cap Inst) | 08/18/2003 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.47 | -11.38 | -1.30 | NA | NA | NA | … | … | 2.46 | -35.02 | -2.76 | 8.75 | 12.91 | 16.23 | 9.42 |
| Sharpe Ratio | NA | -0.68 | -0.48 | -0.14 | NA | NA | NA | … | … | 0.13 | -1.04 | -0.31 | 0.35 | 0.70 | 1.01 | 1.54 |
| Standard Deviation(%) | NA | 39.62 | 27.76 | 23.79 | NA | NA | NA | … | … | 33.36 | 34.35 | 18.60 | 15.70 | 15.34 | 15.07 | 17.31 |
| Draw Down(%) | NA | 48.60 | 57.10 | 57.10 | NA | NA | NA | … | … | 23.71 | 44.33 | 17.52 | 16.10 | 10.85 | 11.36 | 6.10 |
| Yield(%) | 0.00 | 0.53 | 3.98 | 3.99 | 2.26 | 1.51 | 1.13 | … | … | 0.00 | 0.48 | 10.74 | 0.00 | 2.78 | 1.20 | 1.40 |
Data as of 07/28/2009, Common starting date is 08/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFMIX (Forward Mini-Cap Inst) |
-20.07%
Feb 2006 – Feb 2009 |
-6.14%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFMIX (Forward Mini-Cap Inst) |
15.18%
May 2004 – May 2007 |
6.04%
Sep 2003 – Sep 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart