Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIRBX (Forward Intl Real Estate B) | NA | 42.22% | -1.97% | 0.41% | NA | NA | NA | … | … |
Data as of 06/06/2011, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIRBX (Forward Intl Real Estate B) | 05/05/2006 | 06/06/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 42.22 | -1.97 | 0.41 | NA | NA | NA | … | … | 8.20 | 17.34 | 35.10 | -51.94 | -4.30 | 21.50 |
| Sharpe Ratio | NA | 2.87 | -0.07 | -0.03 | NA | NA | NA | … | … | 1.29 | 1.09 | 1.13 | -1.14 | -0.35 | 2.61 |
| Standard Deviation(%) | NA | 14.17 | 33.24 | 28.86 | NA | NA | NA | … | … | 15.83 | 15.83 | 31.08 | 46.14 | 21.04 | 11.97 |
| Draw Down(%) | NA | 11.01 | 61.93 | 71.34 | NA | NA | NA | … | … | 11.01 | 15.40 | 34.91 | 62.68 | 19.22 | 10.88 |
| Yield(%) | 0.00 | 14.12 | 5.52 | 5.21 | 2.45 | 1.63 | 1.22 | … | … | 0.00 | 12.46 | 13.14 | 0.64 | 5.12 | 2.86 |
Data as of 06/06/2011, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIRBX (Forward Intl Real Estate B) |
-19.16%
May 2007 – May 2010 |
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 |
|---|---|---|---|---|
| KIRBX (Forward Intl Real Estate B) |
-3.21%
May 2008 – May 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart