Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFHAX (Forward Small Cap Equity A) | NA | 7.53% | 2.15% | -4.20% | NA | NA | NA | … | … |
Data as of 01/02/2013, Common starting date is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFHAX (Forward Small Cap Equity A) | 05/10/2005 | 01/02/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.53 | 2.15 | -4.20 | NA | NA | NA | … | … | 8.88 | 8.88 | -13.86 | 15.53 | 20.65 | -38.99 | 7.45 | 5.56 | 11.17 |
| Sharpe Ratio | NA | 0.48 | 0.11 | -0.15 | NA | NA | NA | … | … | 0.48 | 0.48 | -0.43 | 0.68 | 0.66 | -1.03 | 0.24 | 0.13 | 0.90 |
| Standard Deviation(%) | NA | 18.50 | 25.15 | 29.80 | NA | NA | NA | … | … | 18.45 | 18.47 | 32.05 | 22.54 | 30.98 | 38.53 | 18.84 | 16.88 | 17.16 |
| Draw Down(%) | NA | 13.81 | 33.91 | 52.72 | NA | NA | NA | … | … | 13.81 | 13.81 | 33.91 | 21.09 | 24.26 | 48.61 | 12.41 | 17.08 | 7.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.04 | 1.34 | 0.89 | 0.67 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 11.27 | 0.00 | 0.00 |
Data as of 01/02/2013, Common starting date is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFHAX (Forward Small Cap Equity A) |
-19.10%
Feb 2006 – Feb 2009 |
-6.39%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFHAX (Forward Small Cap Equity A) |
16.62%
Feb 2009 – Feb 2012 |
-0.44%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart