Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUWE (Nuwellis, Inc.) | -91.38% | -34.78% | -88.35% | -90.14% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUWE (Nuwellis, Inc.) | 10/29/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -69.39 | -34.78 | -88.35 | -90.14 | NA | NA | NA | … | … | -91.38 | 83.78 | -94.53 | -94.59 | -90.60 | -81.85 | -1.41 |
| Sharpe Ratio | NA | -0.11 | -0.23 | -0.29 | NA | NA | NA | … | … | -0.51 | 0.13 | -0.51 | -0.94 | -0.59 | -0.92 | -1.08 |
| Standard Deviation(%) | NA | 663.52 | 403.12 | 322.82 | NA | NA | NA | … | … | 201.51 | 657.51 | 199.26 | 104.90 | 157.38 | 83.97 | 41.88 |
| Draw Down(%) | NA | 98.93 | 99.84 | 100.00 | NA | NA | NA | … | … | 95.94 | 97.84 | 96.00 | 95.53 | 95.43 | 82.01 | 4.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUWE (Nuwellis, Inc.) |
-95.33%
Aug 2021 – Aug 2024 |
-86.29%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUWE (Nuwellis, Inc.) |
-76.93%
Jan 2023 – Jan 2026 |
-85.38%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart