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Performance analysis of Safe & Green (SGBXV)

Annual Return

Since Sep 19, 2023, SGBXV has had an average annual return of -2.12%, outperforming the benchmark SPY, which returned -3.76% annual.

2023
-2.12%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2023-2.12%-2.12%

Drawdown analysis of Safe & Green (SGBXV)

The maximum drawdown for the SGBXV was -60.53%, occurring on Sep 27, 2023. This drawdown has not yet recovered.

The current SGBXV drawdown is -60.53%.

Since Sep 19, 2023 SGBXV has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-60.53%Sep 21, 20234Sep 27, 2023OngoingOngoingOngoing