Performance analysis of FORTE SOFTWARE (FTRE)
Annual Return
Since Jul 7, 2023, FTRE has had an average annual return of -22.50%, underperforming the benchmark SPY, which returned +22.25% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -10.96% | -7.50% | -46.57% | +8.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.56% | -36.23% | -12.11% | +22.06% | +33.85% | -0.21% | -10.96% | ||||||
| 2025 | -9.87% | -17.60% | -45.50% | -17.46% | -30.97% | +14.83% | +16.24% | +71.55% | -14.52% | +24.23% | +21.53% | +35.72% | -7.50% |
| 2024 | -11.29% | +21.25% | +6.93% | -8.85% | -30.61% | -8.07% | +18.21% | -16.42% | -13.27% | -15.90% | +25.15% | -11.40% | -46.57% |
| 2023 | -0.81% | -13.79% | +3.77% | -0.66% | +3.66% | +18.55% | +8.32% |
Drawdown analysis of FORTE SOFTWARE (FTRE)
The maximum drawdown for the FTRE was -89.92%, occurring on May 23, 2025. This drawdown has not yet recovered.
The current FTRE drawdown is -61.87%.
Since Jul 7, 2023 FTRE 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 |
|---|---|---|---|---|---|---|
| -89.92% | Apr 9, 2024 | 282 | May 23, 2025 | Ongoing | Ongoing | Ongoing |
| -25.69% | Jul 24, 2023 | 20 | Aug 21, 2023 | 86 | Dec 21, 2023 | 106 |
| -14.92% | Dec 27, 2023 | 10 | Jan 11, 2024 | 25 | Feb 16, 2024 | 35 |
| -5.23% | Mar 21, 2024 | 9 | Apr 4, 2024 | 3 | Apr 9, 2024 | 12 |
| -4.87% | Jul 7, 2023 | 1 | Jul 10, 2023 | 4 | Jul 14, 2023 | 5 |
| -3.55% | Mar 1, 2024 | 3 | Mar 6, 2024 | 4 | Mar 12, 2024 | 7 |
| -1.65% | Jul 18, 2023 | 3 | Jul 21, 2023 | 1 | Jul 24, 2023 | 4 |
| -1.32% | Feb 22, 2024 | 2 | Feb 26, 2024 | 1 | Feb 27, 2024 | 3 |
| -0.62% | Feb 16, 2024 | 1 | Feb 20, 2024 | 1 | Feb 21, 2024 | 2 |
| -0.60% | Mar 18, 2024 | 1 | Mar 19, 2024 | 1 | Mar 20, 2024 | 2 |