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Forward Small Cap Equity A (FFHAX)

On Dec 28: 14.72   0.02 (0.14%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Below average Year to Date Return: 12.74% 5-Year Average Return: -1.62% Number of Years Up: 2 Number of Years Down: 1 Best 1-Yr Total Return (2006): 9.39% Worst 1-Yr Total Return (2008): -38.99% Best 3-Yr Total Return (2006-8): -10.49% Worst 3-Yr Total Return (2006-8): -10.49% LOAD ADJUSTED RETURNS   1-Year: -19.38% 3-Year: -8.36% 5-Year: -0.41% 10-Year: 4.45%
TRAILING RETURNS (%) VS. BENCHMARKS   Return FFHAX Category Diff Index* Diff Year To Date 12.74 25.65 -12.91 24.07 -11.33 1-Month 2.11 3.38 -1.27 6.00 -3.89 3-Month 2.27 3.71 -1.44 7.91 -5.64 1-Year 13.40 31.83 -18.43 25.39 -11.99 3-Year -9.94 -7.28 -2.66 -5.79 -4.15 5-Year -1.62 -0.38 -1.24 0.71 -2.33 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 39.48 53.06 -13.58 45.76 -6.28 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -28.39 -19.68 -8.71 -18.25 -10.14 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year FFHAX Category Diff 2009 N/A N/A N/A 2008 -38.99 -41.55 2.56 2007 7.45 7.59 -0.14 2006 9.39 10.81 -1.42 2005 N/A 6.02 N/A 2004 N/A 12.41 N/A 2003 N/A 45.54 N/A 2002 N/A -27.88 N/A 2001 N/A -8.91 N/A 2000 N/A -3.85 N/A 1999 N/A 64.77 N/A PAST QUARTERLY RETURNS (%) FOR FFHAX   Q1 Q2 Q3 Q4 2009 -10.57 14.71 13.56 N/A 2008 -10.33 4.52 -11.35 -26.57 2007 5.56 6.20 -2.92 -1.27 2006 14.53 -8.55 -2.31 6.91 2005 N/A N/A 5.55 1.33 2004 N/A N/A N/A N/A 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 715 786 90.97 1-Month 538 816 65.93 3-Month 537 815 65.89 6-Month 777 802 96.88 1-Year 607 781 77.72 3-Year 450 667 67.47 5-Year 563 N/A
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