Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SVVC (Firsthand Technology Value Closed Fund) 0.00% -66.67% -71.34% -67.64% -44.77% -34.20% NA
Data as of 06/04/2026, Common starting date is 04/19/2011
More Performance Analytics Comparison
Name Start Date End Date
SVVC (Firsthand Technology Value Closed Fund) 04/19/2011 06/04/2026
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 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 -66.67 -71.34 -67.64 -44.77 -34.20 NA 0.00 -16.67 -73.33 -68.42 -76.70 -10.29 -30.48 -42.59 25.63 16.86 -6.13 -56.18 20.98 35.04 21.68 13.73
Sharpe Ratio NA -0.24 -0.33 -0.39 -0.36 NA NA -0.01 -0.09 -0.38 -0.77 -1.64 -0.27 -0.50 -1.30 0.62 0.96 -0.27 -2.44 0.86 1.51 0.33 0.25
Standard Deviation(%) NA 288.24 227.94 178.97 129.52 NA NA 360.01 224.53 213.67 94.60 47.63 38.59 60.71 33.75 39.15 17.01 23.23 23.05 24.31 23.22 65.50 79.06
Draw Down(%) NA 85.71 98.86 99.83 99.94 NA NA 80.00 62.50 88.24 84.35 78.87 45.38 57.25 63.03 43.34 14.40 25.17 62.64 19.86 19.18 65.67 45.82
Yield(%) 0.00 0.00 0.00 0.00 0.05 2.93 2.81 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.38 0.00 0.00 0.00 28.49 2.04 0.00 0.00
Data as of 06/04/2026, Common starting date is 04/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SVVC (Firsthand Technology Value Closed Fund) -79.49%
Jul 2021 – Jul 2024
-68.85%
Feb 2021 – Feb 2026
-45.25%
Dec 2015 – Dec 2025
-34.44%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SVVC (Firsthand Technology Value Closed Fund) 28.35%
Jan 2016 – Jan 2019
1.73%
Jun 2013 – Jun 2018
-5.37%
Jun 2011 – Jun 2021
-34.44%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return