SVVC (Firsthand Technology Value Fund) 5-Year RORE % : -21.26% (As of Mar. 2026)


What is Firsthand Technology Value Fund 5-Year RORE %?

Firsthand Technology Value Fund SVVC -19.60% 5-Year RORE % is -21.26 as of Mar. 2026. The stock has 2 warning signs investors should review. Among 1,411 Asset Management companies, Firsthand Technology Value Fund ranks worse than 64.56% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Firsthand Technology Value Fund's 5-Year RORE % for the quarter that ended in Mar. 2026 was -21.26%.

The industry rank for Firsthand Technology Value Fund's 5-Year RORE % or its related term are showing as below:

SVVC's 5-Year RORE % is ranked worse than
64.56% of 1411 companies
in the Asset Management industry
Industry Median: -1.38 vs SVVC: -21.26

Firsthand Technology Value Fund  (OTCPK:SVVC) 5-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 5-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Firsthand Technology Value Fund 5-Year RORE % Related Terms


Firsthand Technology Value Fund 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Firsthand Technology Value Fund's 5-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Firsthand Technology Value Fund 5-Year RORE % Chart

Firsthand Technology Value Fund Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
5-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 65.63 59.94 -17.56 -18.24 -5.96

Firsthand Technology Value Fund Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
5-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 38.82 6.02 4.93 -5.96 -21.26

SVVC vs LGCP, BLK, BX: 5-Year RORE % Comparison

For the Asset Management subindustry, Firsthand Technology Value Fund's 5-Year RORE %, along with its competitors' market caps and 5-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Firsthand Technology Value Fund 5-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Firsthand Technology Value Fund's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where Firsthand Technology Value Fund's 5-Year RORE % falls into.



Firsthand Technology Value Fund 5-Year RORE % Calculation

Firsthand Technology Value Fund's 5-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

5-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 5-year -Cumulative Dividends per Share for 5-year )
=( -0.157--3.632 )/( -16.349-0 )
=3.475/-16.349
=-21.26 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 5-year before.

Frequently Asked Questions Learn more about 5-Year RORE % →
What does a 5-Year RORE % of -21.26 mean?
Firsthand Technology Value Fund (SVVC) has a 5-Year RORE % of -21.26 as of Mar. 2026. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Firsthand Technology Value Fund and its competitors. According to the industry distribution chart, Firsthand Technology Value Fund ranks #911 out of 1411 companies in the Asset Management industry, placing it in the top 64.6%.
Is Firsthand Technology Value Fund's 5-Year RORE % too high?
Firsthand Technology Value Fund's current 5-Year RORE % is -21.26. Based on the distribution chart, Firsthand Technology Value Fund ranks #911 out of 1411 companies in the Asset Management industry, which is below the industry midpoint.
How does Firsthand Technology Value Fund's 5-Year RORE % compare to LGCP and BLK?
According to the Asset Management industry distribution chart, Firsthand Technology Value Fund ranks #911 out of 1411 companies for 5-Year RORE %. This places Firsthand Technology Value Fund in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year RORE % for an Asset Management company?
A good 5-Year RORE % depends on the Asset Management industry context. However, 5-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year RORE % mean?
A high 5-Year RORE % can signal that a stock is expensive relative to its fundamentals. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Firsthand Technology Value Fund and its competitors. Firsthand Technology Value Fund's current 5-Year RORE % is -21.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Firsthand Technology Value Fund stock overvalued right now?
Firsthand Technology Value Fund (SVVC) has a current 5-Year RORE % of -21.26. The current 5-Year RORE % is -21.26. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year RORE % calculated?
5-Year RORE % is calculated from a company's financial statements. For Firsthand Technology Value Fund (SVVC), the current 5-Year RORE % is -21.26 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Firsthand Technology Value Fund Business Description

Address 150 Almaden Boulevard, Suite 1250, San Jose, CA, USA, 95113
Firsthand Technology Value Fund Inc is an externally managed, non-diversified, closed-end management investment company. The Fund's investment objective is to seek long-term growth of capital, principally by seeking capital gains on its equity and equity-related investments. Its portfolio is predominantly composed of equity and equity derivative securities of illiquid private technology and cleantech companies but it may also invest in micro-cap publicly traded companies with market capitalizations. The Fund invests in companies in various stages of maturity with the goal of achieving profitable exits via IPO or acquisition.