Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSRYX (Forward Strategic Realty Fund Class) | NA | 2.58% | 5.38% | 6.97% | 5.04% | NA | NA | … | … |
Data as of 08/22/2018, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSRYX (Forward Strategic Realty Fund Class) | 05/31/2006 | 08/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 2.58 | 5.38 | 6.97 | 5.04 | NA | NA | … | … | 1.84 | -4.30 | 15.44 | -1.39 | 24.44 | 2.73 | 23.55 | 1.11 | 33.96 | 48.57 | -57.69 | -21.55 | 20.36 |
| Sharpe Ratio | NA | 0.15 | 0.30 | 0.59 | 0.17 | NA | NA | … | … | 0.14 | -0.53 | 1.13 | -0.12 | 2.77 | 0.21 | 2.11 | 0.04 | 1.64 | 0.93 | -0.91 | -1.06 | 1.82 |
| Standard Deviation(%) | NA | 10.27 | 11.86 | 11.20 | 29.15 | NA | NA | … | … | 11.55 | 9.31 | 13.41 | 11.67 | 8.83 | 12.81 | 11.21 | 28.15 | 20.69 | 52.13 | 63.92 | 23.26 | 18.52 |
| Draw Down(%) | NA | 13.91 | 16.80 | 19.83 | 71.46 | NA | NA | … | … | 11.10 | 7.66 | 13.59 | 12.47 | 6.64 | 14.56 | 6.88 | 24.95 | 12.43 | 37.14 | 72.81 | 31.28 | 9.50 |
| Yield(%) | 0.00 | 3.33 | 2.78 | 2.58 | 2.70 | 3.09 | 2.32 | … | … | 1.01 | 3.13 | 2.30 | 1.44 | 1.48 | 1.84 | 2.73 | 2.41 | 6.43 | 7.59 | 5.95 | 14.97 | 11.29 |
Data as of 08/22/2018, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSRYX (Forward Strategic Realty Fund Class) |
-26.25%
Jun 2006 – Jun 2009 |
-9.27%
Sep 2006 – Sep 2011 |
0.92%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSRYX (Forward Strategic Realty Fund Class) |
44.67%
Feb 2009 – Feb 2012 |
30.65%
Feb 2009 – Feb 2014 |
4.87%
Jul 2008 – Jul 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart