Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORFX (Forum Real Estate Income Fund Founders Shares) | 4.07% | 9.84% | 11.84% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORFX (Forum Real Estate Income Fund Founders Shares) | 09/28/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 9.84 | 11.84 | NA | NA | NA | NA | … | … | 4.07 | 9.75 | 13.38 | 12.24 | -2.14 |
| Sharpe Ratio | NA | 7.25 | 6.05 | NA | NA | NA | NA | … | … | 6.57 | 6.59 | 6.68 | 4.48 | -2.98 |
| Standard Deviation(%) | NA | 1.02 | 1.37 | NA | NA | NA | NA | … | … | 1.10 | 1.05 | 1.46 | 1.93 | 3.66 |
| Draw Down(%) | NA | 0.10 | 0.98 | NA | NA | NA | NA | … | … | 0.10 | 0.73 | 0.62 | 0.98 | 2.14 |
| Yield(%) | 0.00 | 9.23 | 9.61 | 6.43 | 3.22 | 2.14 | 1.61 | … | … | 3.29 | 9.10 | 10.10 | 9.49 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORFX (Forum Real Estate Income Fund Founders Shares) |
11.01%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORFX (Forum Real Estate Income Fund Founders Shares) |
11.92%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart