Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGNV (Forge Innovation Development Corp) | 100.00% | -80.00% | -70.12% | -65.34% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGNV (Forge Innovation Development Corp) | 09/26/2018 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -80.00 | -70.12 | -65.34 | NA | NA | NA | … | … | 100.00 | -98.75 | -36.51 | 14.55 | 10.00 | -33.33 | -25.00 | 852.38 | -79.21 |
| Sharpe Ratio | NA | -0.20 | -0.29 | -0.33 | NA | NA | NA | … | … | 3.69 | -0.23 | -0.95 | 0.16 | 0.29 | -0.15 | -0.88 | 3.70 | -0.33 |
| Standard Deviation(%) | NA | 423.24 | 257.06 | 206.34 | NA | NA | NA | … | … | 108.78 | 437.61 | 45.61 | 63.81 | 29.91 | 226.59 | 28.71 | 230.00 | 309.25 |
| Draw Down(%) | NA | 90.00 | 99.21 | 99.76 | NA | NA | NA | … | … | 9.91 | 98.75 | 36.51 | 31.82 | 16.67 | 80.00 | 25.00 | 42.86 | 79.21 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGNV (Forge Innovation Development Corp) |
-79.13%
Aug 2022 – Aug 2025 |
-71.15%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGNV (Forge Innovation Development Corp) |
68.24%
Nov 2018 – Nov 2021 |
43.10%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart