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.) | -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
