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
CLNNW (Clene Inc) NA -96.40% -66.98% -72.71% NA NA NA
Data as of 12/29/2025, Common starting date is 12/28/2020
More Performance Analytics Comparison
Name Start Date End Date
CLNNW (Clene Inc) 12/28/2020 12/29/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020
Annualized Return (%) -60.87 -96.40 -66.98 -72.71 NA NA NA -96.40 -5.21 -100.00 -93.06 -56.79 -25.37
Sharpe Ratio NA -0.39 NA NA NA NA NA -0.40 -0.03 NA -0.37 -0.28 -0.91
Standard Deviation(%) NA 250.45 NA NA NA NA NA 250.22 387.81 NA 255.36 204.67 110.53
Draw Down(%) NA 96.40 100.00 100.00 NA NA NA 96.40 73.89 100.00 94.00 82.33 25.37
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
Data as of 12/29/2025, Common starting date is 12/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLNNW (Clene Inc) -71.48%
Jun 2021 – Jun 2024
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
CLNNW (Clene Inc) -40.16%
May 2022 – May 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return