Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRGE (Forge Global Holdings Inc) | 0.99% | 238.76% | 19.65% | NA | NA | NA | NA | … | … |
Data as of 03/03/2026, Common starting date is 03/21/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRGE (Forge Global Holdings Inc) | 03/21/2022 | 03/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 238.76 | 19.65 | NA | NA | NA | NA | … | … | 0.99 | 221.96 | -72.89 | 98.27 | -82.89 |
| Sharpe Ratio | NA | 2.20 | 0.18 | NA | NA | NA | NA | … | … | 1.22 | 2.00 | -0.95 | 1.19 | -0.48 |
| Standard Deviation(%) | NA | 107.18 | 91.50 | NA | NA | NA | NA | … | … | 2.94 | 112.61 | 83.32 | 79.78 | 189.67 |
| Draw Down(%) | NA | 44.94 | 87.66 | NA | NA | NA | NA | … | … | 0.67 | 51.00 | 75.80 | 46.98 | 96.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/03/2026, Common starting date is 03/21/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRGE (Forge Global Holdings Inc) |
-63.76%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRGE (Forge Global Holdings Inc) |
29.14%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart