Forum Real Risk Adjusted Performance

FORFX Fund   9.71  0.01  0.10%   
Forum Real risk adjusted performance lookup summarizes this and related technical indicators for Forum Real Estate. Coverage depends on data availability and normalization; Equity Screeners provides additional screening context. Use Investing Opportunities to better understand diversified portfolio construction. Clearer exposure analysis supports long-term portfolio balance. This includes a position in Forum Real Estate in the portfolio view. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.
  
Forum Real Estate has current Risk Adjusted Performance of 0.3305.

RAP

 = 

(ER[a] - RFR) * STD[b])/STD[b]

RFR

 = 
0.3305
ER[a] = Expected return on investing in Forum Real
RFR = Risk Free Rate of return. Typically T-Bill Rate
STD[b] =   Standard Deviation of selected market or benchmark.

Forum Real Risk Adjusted Performance Peers Comparison

Forum Risk Adjusted Performance Relative To Other Indicators

Forum Real Estate ranks first in risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about 0.94 of Maximum Drawdown per Risk Adjusted Performance. At 1.06 , Forum Real Estate's Risk Adjusted Performance-to-Maximum Drawdown multiple reflects the spread between these metrics
Compare Forum Real to Peers

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas