The Forge Accuidity Private Market Index was developed to track 60 privately held, late-stage venture-backed US companies.
Annual Returns | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 YTD |
---|---|---|---|---|---|---|
Forge Accuidity Private Market Index | 14.0% | 138.8% | 48.7% | -44.8% | -22.0% | 9.3% |
IPO ETF | 35.0% | 108.5% | -10.3% | -57.3% | 52.5% | 11.3% |
Non-Forge Accuidity Private Market Index data from Quandl and Sharadar.
The performance of the Forge Accuidity Private Market Index above does not represent the performance of any actual investment, as you cannot invest in the index, but rather reflects the hypothetical growth of a $10,000 investment in a basket of securities based on the Index. Read additional disclaimers.
Forge Price Implied Valuation is a Forge-derived metric that calculates an issuer’s implied valuation as it relates to changes in the issuer’s Forge Price™ relative to the issuer’s last known primary funding round price per share.
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The Forge Accuidity Private Market Index (“FAPMI”) is a custom index calculated and disseminated by Forge Data LLC (“Forge Data”) and is a mark of Forge Data. The FAPMI may rely on a very limited number of trade and/or IOI inputs in its calculation. The FAPMI is prepared and disseminated solely for informational purposes. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of the FAP, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of the FAPMI. The FAPMI is derived from the performance and pricing activity of the underlying constituents based on secondary activity on the Forge platform and other private market trading platforms. The FAPMI is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Neither reference to company names, nor inclusion of companies in the FAPMI, implies any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company.
Any investment products managed by third-parties which seek to track the FAPMI are not affiliated with Forge, and Forge and is not responsible for the approval of any investments, the management of, or the investment decisions with respect to any such third-party products. Forge makes no assurance that any such third-party investment products based on or underlying the FAPMI will accurately track index performance or provide positive investment performance.
Investing in private company securities is not suitable for all investors, is highly speculative, is high risk, and investors should be prepared to withstand a total loss of their investment. Private company securities are highly illiquid and there is no guarantee that a market will develop for such securities. Each investment carries its own risks, and investors should conduct their own due diligence regarding the investment, including obtaining independent professional advice. Past performance is not indicative of future results. This is not a recommendation, offer, solicitation of an offer, or advice to buy or sell securities by Forge, nor an offer of brokerage services in any jurisdiction where Forge is not permitted to offer brokerage services.
“Index Performance of Hypothetical $10,000” chart full disclaimer with respect to Forge Accuidity Private Market Index performance:
The chart above does not represent the performance of any actual investment, as you cannot invest in an index. Additionally, it assumes reinvestment of dividends and capital gains in the constituent securities but does not reflect any fees or commissions that may be incurred in purchasing or selling such securities, which would lower the figures shown if included. Further, $10,000 may not be a sufficient amount to invest simultaneously in all securities contributing to the performance shown, which would further prevent an investor from matching the performance shown. The performance shown represents past performance, and past performance is not indicative of future results.