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FWD.L vs. AIQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FWD.L and AIQ is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

FWD.L vs. AIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Forward Partners Group plc (FWD.L) and Global X Artificial Intelligence & Technology ETF (AIQ). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February0
16.11%
FWD.L
AIQ

Key characteristics

Returns By Period


FWD.L

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AIQ

YTD

6.73%

1M

1.48%

6M

16.10%

1Y

24.89%

5Y*

16.81%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

FWD.L vs. AIQ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FWD.L
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

AIQ
The Risk-Adjusted Performance Rank of AIQ is 6262
Overall Rank
The Sharpe Ratio Rank of AIQ is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of AIQ is 5858
Sortino Ratio Rank
The Omega Ratio Rank of AIQ is 6060
Omega Ratio Rank
The Calmar Ratio Rank of AIQ is 6666
Calmar Ratio Rank
The Martin Ratio Rank of AIQ is 6666
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.

FWD.L vs. AIQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Forward Partners Group plc (FWD.L) and Global X Artificial Intelligence & Technology ETF (AIQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for FWD.L, currently valued at 1.24, compared to the broader market-2.000.002.001.241.42
The chart of Sortino ratio for FWD.L, currently valued at 7.26, compared to the broader market-4.00-2.000.002.004.006.007.261.94
The chart of Omega ratio for FWD.L, currently valued at 4.41, compared to the broader market0.501.001.502.004.411.26
The chart of Calmar ratio for FWD.L, currently valued at 0.06, compared to the broader market0.002.004.006.000.062.00
The chart of Martin ratio for FWD.L, currently valued at 13.28, compared to the broader market-10.000.0010.0020.0030.0013.287.43
FWD.L
AIQ


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
1.24
1.42
FWD.L
AIQ

Dividends

FWD.L vs. AIQ - Dividend Comparison

FWD.L has not paid dividends to shareholders, while AIQ's dividend yield for the trailing twelve months is around 0.13%.


TTM2024202320222021202020192018
FWD.L
Forward Partners Group plc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AIQ
Global X Artificial Intelligence & Technology ETF
0.13%0.14%0.16%0.56%0.15%0.50%0.51%0.51%

Drawdowns

FWD.L vs. AIQ - Drawdown Comparison


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-78.77%
-3.58%
FWD.L
AIQ

Volatility

FWD.L vs. AIQ - Volatility Comparison

The current volatility for Forward Partners Group plc (FWD.L) is 0.00%, while Global X Artificial Intelligence & Technology ETF (AIQ) has a volatility of 5.88%. This indicates that FWD.L experiences smaller price fluctuations and is considered to be less risky than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025February0
5.88%
FWD.L
AIQ
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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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