Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLXIX (Forum Funds – Absolute Convertible Opportunities Fund) | 7.79% | 16.61% | 10.25% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLXIX (Forum Funds – Absolute Convertible Opportunities Fund) | 07/01/2022 | 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 (%) | -0.51 | 16.61 | 10.25 | NA | NA | NA | NA | … | … | 7.79 | 12.06 | 9.23 | 5.10 | 3.42 |
| Sharpe Ratio | NA | 3.35 | 2.26 | NA | NA | NA | NA | … | … | 3.58 | 2.55 | 2.79 | 0.50 | 1.21 |
| Standard Deviation(%) | NA | 4.14 | 3.13 | NA | NA | NA | NA | … | … | 4.45 | 3.61 | 2.01 | 2.89 | 3.79 |
| Draw Down(%) | NA | 1.62 | 2.60 | NA | NA | NA | NA | … | … | 1.62 | 1.82 | 0.68 | 2.60 | 3.23 |
| Yield(%) | 0.00 | 5.98 | 5.93 | 4.15 | 2.08 | 1.38 | 1.04 | … | … | 0.00 | 6.19 | 5.38 | 6.82 | 2.12 |
Data as of 06/11/2026, Common starting date is 07/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLXIX (Forum Funds – Absolute Convertible Opportunities Fund) |
7.92%
Aug 2022 – Aug 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 |
|---|---|---|---|---|
| FLXIX (Forum Funds – Absolute Convertible Opportunities Fund) |
10.60%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart