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
NUWE (Nuwellis, Inc.) -90.23% -72.13% -87.97% -89.71% NA NA NA
Data as of 06/05/2026, Common starting date is 10/29/2020
More Performance Analytics Comparison
Name Start Date End Date
NUWE (Nuwellis, Inc.) 10/29/2020 06/05/2026
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 (%) -77.92 -72.13 -87.97 -89.71 NA NA NA -90.23 83.78 -94.53 -94.59 -90.60 -81.85 -1.41
Sharpe Ratio NA -0.03 -0.21 -0.28 NA NA NA -0.63 0.13 -0.51 -0.94 -0.59 -0.92 -1.08
Standard Deviation(%) NA 656.82 399.29 320.12 NA NA NA 141.38 657.51 199.26 104.90 157.38 83.97 41.88
Draw Down(%) NA 97.84 99.81 100.00 NA NA NA 81.86 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 06/05/2026, 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

3-Year Annualized Rolling Return