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
CHFS (Nuwellis Inc) NA -75.64% -83.94% -87.19% NA NA NA
Data as of 06/28/2021, Common starting date is 02/16/2012
More Performance Analytics Comparison
Name Start Date End Date
CHFS (Nuwellis Inc) 02/16/2012 06/28/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 2.78 -75.64 -83.94 -87.19 NA NA NA -41.75 -75.69 -87.46 -85.84 -98.35 -74.07 -68.16 -56.33 59.44 -49.25
Sharpe Ratio NA -0.78 -0.73 -0.59 NA NA NA -0.84 -0.55 -0.75 -1.05 -0.48 -0.43 -1.00 -0.93 1.03 -0.37
Standard Deviation(%) NA 96.86 116.04 147.97 NA NA NA 80.25 138.12 117.73 82.94 205.98 172.08 68.36 60.60 57.90 148.55
Draw Down(%) NA 89.41 99.64 100.00 NA NA NA 65.46 84.16 94.75 89.72 98.53 88.15 79.20 68.47 37.37 84.55
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 0.00 0.00 0.00
Data as of 06/28/2021, Common starting date is 02/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHFS (Nuwellis Inc) -93.36%
Dec 2016 – Dec 2019
-90.29%
Oct 2015 – Oct 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CHFS (Nuwellis Inc) 1.91%
Jun 2012 – Jun 2015
-59.77%
Jun 2012 – Jun 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return