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
SGBXV (Safe & Green Holdings Corp. Common Stock Ex-distribution When Issued) NA NA NA NA NA NA NA
Data as of 09/27/2023, Common starting date is 09/18/2023
More Performance Analytics Comparison
Name Start Date End Date
SGBXV (Safe & Green Holdings Corp. Common Stock Ex-distribution When Issued) 09/18/2023 09/27/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023
Annualized Return (%) -18.57 NA NA NA NA NA NA 0.00
Sharpe Ratio NA NA NA NA NA NA NA 1,717,741,144.62
Standard Deviation(%) NA NA NA NA NA NA NA 582.16
Draw Down(%) NA NA NA NA NA NA NA 60.53
Yield(%) 0.00 NA NA NA NA NA NA NA
Data as of 09/27/2023, Common starting date is 09/18/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGBXV (Safe & Green Holdings Corp. Common Stock Ex-distribution When Issued) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGBXV (Safe & Green Holdings Corp. Common Stock Ex-distribution When Issued) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return