Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Thursday, December 24, 2009, 2:15AM ET - U.S. Markets open in 7 hours and 15 minutes. Dow Up 0.01% Nasdaq Up 0.75%
Forward Real Estate Inst (FPREX)On Dec 23: 9.17  Up 0.08 (0.88%)  
MORE ON FPREX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:
Year to Date Return:15.22%
5-Year Average Return:-2.15%
Number of Years Up:0
Number of Years Down:0
Best 1-Yr Total Return ():N/A
Worst 1-Yr Total Return ():N/A
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnFPREXCategoryDiffIndex*Diff
Year To Date15.2222.99-7.7724.07-8.85
1-Month5.846.66-0.826.00-0.16
3-Month8.668.82-0.167.910.75
1-Year31.6442.04-10.425.396.25
3-Year-16.67-15.72-0.95-5.79-10.88
5-Year-2.15-1.07-1.080.71-2.86
Last Bull Market ( 28-Feb-09 to 30-Sep-09)60.0678.85-18.7945.7614.3
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-35.10-30.70-4.4-18.25-16.85
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearFPREXCategoryDiff
2009N/AN/AN/A
2008N/A-39.55N/A
2007N/A-14.66N/A
2006N/A33.58N/A
2005N/A11.51N/A
2004N/A32.02N/A
2003N/A36.80N/A
2002N/A4.54N/A
2001N/A10.00N/A
2000N/A27.02N/A
1999N/A-2.76N/A
PAST QUARTERLY RETURNS (%) FOR FPREX 
Q1Q2Q3Q4
2009-28.5120.5430.30N/A
2008N/AN/A1.68-38.28
2007N/AN/AN/AN/A
2006N/AN/AN/AN/A
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date24526791.76
1-Month25628290.78
3-Month17327662.68
6-Month17527064.81
1-Year21926582.64
3-Year228N/A
5-Year201N/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder