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Forward Partners Group plc (FWD.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

GB00BKPGBB09

Sector

Financial Services

Highlights

Market Cap

£39.78M

EPS (TTM)

-£0.19

Year Range

£27.00 - £30.00

Target Price

£65.00

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
FWD.L vs. AIQ FWD.L vs. ANWPX
Popular comparisons:
FWD.L vs. AIQ FWD.L vs. ANWPX

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Forward Partners Group plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


FWD.L (Forward Partners Group plc)
Benchmark (^GSPC)

Returns By Period


FWD.L

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of FWD.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.00%-1.72%1.72%
2023-3.61%-7.50%-1.35%0.00%0.00%-4.11%-30.00%12.24%5.45%12.07%-4.62%-6.45%-30.12%
2022-8.60%-4.95%-19.37%-7.62%-14.69%-22.13%-5.26%2.22%-9.78%2.41%2.35%-4.60%-62.44%
2021-5.85%9.33%9.00%0.87%-3.88%-0.90%7.80%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FWD.L is 20, meaning it’s performing worse than 80% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FWD.L is 2020
Overall Rank
The Sharpe Ratio Rank of FWD.L is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of FWD.L is 2020
Sortino Ratio Rank
The Omega Ratio Rank of FWD.L is 55
Omega Ratio Rank
The Calmar Ratio Rank of FWD.L is 3535
Calmar Ratio Rank
The Martin Ratio Rank of FWD.L is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Forward Partners Group plc (FWD.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
FWD.L
^GSPC

There is not enough data available to calculate the Sharpe ratio for Forward Partners Group plc. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
FWD.L (Forward Partners Group plc)
Benchmark (^GSPC)

Dividends

Dividend History


Forward Partners Group plc doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


FWD.L (Forward Partners Group plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Forward Partners Group plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Forward Partners Group plc was 80.93%, occurring on Jul 20, 2023. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.93%Sep 17, 2021412Jul 20, 2023
-6.34%Jul 20, 20216Jul 27, 202122Aug 26, 202128

Volatility

Volatility Chart

The current Forward Partners Group plc volatility is 8.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


FWD.L (Forward Partners Group plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Forward Partners Group plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Forward Partners Group plc.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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