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Forum Funds Polaris Global Value Fund: (MF: PGVFX)

(NASDAQ Mutual Funds) As of Jun 19, 2019 08:15 PM ET

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$25.98 USD

0.00 (NA)

Zacks MF Rank 5-Strong Sell         5

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2019

Total Return %* Percentile Rank Objective
YTD 6.70 79
3 months -3.99 85
6 months -3.95 94
1 Year -8.86 85
3 Year 5.14 79
5 Year 3.34 66
10 Year 11.00 29

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 185.06
Bear Market (10/07 - 2/09) -61.88
Bull Market (2/09 - 9/18) 319.71

Load Adjusted Returns as of May 31, 2019

1 Year -9.45
5 Year 3.12
10 Year 13.61
Since Inception 6.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 10.38 NA NA NA
2018 -2.49 1.33 1.71 -15.84
2017 4.76 5.19 3.73 3.93
2016 0.70 -3.28 9.17 3.64
2015 5.16 0.85 -8.80 4.98
2014 4.40 2.22 -5.12 2.38

Annual Return

20192018201720162015201420132012201120102009
% Total Return 6.70-15.4118.8210.201.553.6735.5220.99-8.1620.6335.46
% Total Return Rel to Index -1.92-4.98-1.294.874.310.7411.427.82-0.5311.088.52
% Total Return Rel to Peer -3.02-5.38-3.404.633.821.7911.355.24-0.775.580.32
% Perf Quintile vs Peer* 4.005.004.001.002.003.001.001.003.001.003.00
% Dividends 0.000.000.000.000.000.290.000.160.130.150.00
% Yield 0.000.000.000.000.001.330.000.991.011.010.01
Capital Gains ($) 0.000.030.000.000.260.000.000.000.000.000.00
Expense Ratio 0.000.990.990.990.990.991.041.361.361.381.45

* 1 = Top 20%, 5 = Bottom 20%