Performance analysis of Forge Global Holdings, (FRGE)
Annual Return
Over the past 3 years, FRGE has had an average annual return of +2.83%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FRGE has had an average annual return of -21.03%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Feb 1, 2021, FRGE has had an average annual return of -20.22%, underperforming the benchmark SPY, which returned +14.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.01% | +219.05% | -72.86% | +98.27% | -82.42% | -4.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.31% | +0.69% | +0% | +0% | +0% | +0% | +0% | +1.01% | |||||
| 2025 | -17.28% | +29.85% | -43.81% | +71.93% | -4.06% | +36.93% | +15.11% | -13.97% | -10.34% | +29.83% | +102.11% | +0.45% | +219.05% |
| 2024 | -44.03% | +8.32% | -7.19% | -5.18% | -13.69% | -7.57% | -0.71% | -3.41% | -6.41% | -11.49% | -6.04% | -14.57% | -72.86% |
| 2023 | +21.99% | -14.70% | -2.81% | -23.39% | +7.46% | +68.72% | +19.77% | -15.83% | -17.13% | +25.14% | +29.91% | +3.94% | +98.27% |
| 2022 | +0.51% | +0.60% | +240.49% | -44.21% | +3.55% | -46.81% | -48.71% | -28.46% | -54.20% | -11.43% | -10.91% | +25.32% | -82.42% |
| 2021 | -0.39% | -4.58% | +0.21% | -0.30% | -0.21% | -0.51% | +0.10% | +1.75% | +0.51% | -0.30% | -0.81% | -4.56% |
Drawdown analysis of Forge Global Holdings, (FRGE)
The maximum drawdown for the FRGE was -98.69%, occurring on Apr 4, 2025. This drawdown has not yet recovered.
The current FRGE drawdown is -92.03%.
Since Feb 1, 2021 FRGE has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -98.69% | Mar 30, 2022 | 756 | Apr 4, 2025 | Ongoing | Ongoing | Ongoing |
| -22.91% | Mar 22, 2022 | 2 | Mar 24, 2022 | 1 | Mar 25, 2022 | 3 |
| -12.52% | Feb 8, 2021 | 275 | Mar 11, 2022 | 7 | Mar 22, 2022 | 282 |
| -2.35% | Feb 3, 2021 | 1 | Feb 4, 2021 | 2 | Feb 8, 2021 | 3 |