Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACIEX (Forward International Equity Instl ) NA -48.79% -9.22% -16.65% -0.96% -0.56% NA
Data as of 06/01/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
ACIEX (Forward International Equity Instl ) 06/21/1996 06/01/2012
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -48.79 -9.22 -16.65 -0.96 -0.56 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 2.87 4.00 3.34 3.87 4.42 3.75
Data as of 06/01/2012, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACIEX (Forward International Equity Instl ) -24.13%
Mar 2000 – Mar 2003
-16.51%
May 2007 – May 2012
-2.99%
Feb 1999 – Feb 2009
-0.53%
May 1997 – May 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACIEX (Forward International Equity Instl ) 31.27%
Mar 2003 – Mar 2006
24.77%
Sep 2002 – Sep 2007
9.42%
Oct 1997 – Oct 2007
4.97%
Jul 1996 – Jul 2011
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return