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Performance analysis of Safe & Green (SGBX)

Annual Return

Over the past 3 years, SGBX has had an average annual return of -87.04%, underperforming the benchmark SPY, which returned +19.42% annual.

Over the past 5 years, SGBX has had an average annual return of -75.04%, underperforming the benchmark SPY, which returned +11.89% annual.

Since Jun 22, 2017, SGBX has had an average annual return of -66.21%, underperforming the benchmark SPY, which returned +14.64% annual.

202520242023202220212020201920182017
-80.00%-95.10%-26.62%-27.23%-69.19%+94.36%-94.20%-54.76%+21.54%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2025+40%-14.29%-16.67%-20.00%+200%-41.67%-14.29%-66.67%-50.00%+0%+0%+0%-80.00%
2024-19.61%-23.17%-31.75%-41.86%+68%-26.19%-25.81%-39.13%-28.57%+0%-50.00%+0%-95.10%
2023+17.27%-33.13%-5.50%-10.68%-15.22%+24.36%+31.96%+5.47%-3.70%-41.54%+61.84%-17.07%-26.62%
2022+3.14%-5.08%+5.88%-3.03%+12.50%-21.76%+5.92%+29.61%-22.41%-8.33%-22.42%+8.59%-27.23%
2021+12.90%-26.29%-8.14%-21.10%-3.48%+54.85%-21.65%-3.65%-21.33%-7.23%-30.52%-10.75%-69.19%
2020-0.63%-39.75%+394.76%-62.01%-28.41%+5.45%+10.70%-30.00%-12.38%+34.24%+26.32%+98.72%+94.36%
2019+10.53%-9.03%-32.34%-34.52%-29.44%-15.34%+23.65%-38.20%-23.26%+20.86%-48.41%-40.37%-94.20%
2018-24.58%-11.09%+14.90%-0.37%+4.14%+8.79%+1.92%-36.41%+18.69%+5.50%-22.51%-17.27%-54.76%
2017-4.47%-17.02%-1.29%+11.17%+31.07%-9.26%+17.48%+21.54%

Drawdown analysis of Safe & Green (SGBX)

The maximum drawdown for the SGBX was -99.99%, occurring on Sep 4, 2025. This drawdown has not yet recovered.

The current SGBX drawdown is -99.99%.

Since Jun 22, 2017 SGBX 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
DepthStartTo BottomBottomTo RecoverEndTotal
-99.99%Oct 24, 20171975Sep 4, 2025OngoingOngoingOngoing
-25.74%Jul 11, 201713Jul 28, 201746Oct 3, 201759
-10.70%Jun 23, 20174Jun 29, 20176Jul 10, 201710
-7.85%Oct 4, 20175Oct 11, 20174Oct 17, 20179
-4.69%Oct 18, 20171Oct 19, 20173Oct 24, 20174