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
WINT (Windtree Therapeutics, Inc.) -66.67% -98.51% -98.05% -96.17% -88.24% -79.82% -73.52%
Data as of 06/04/2026, Common starting date is 08/08/1995
More Performance Analytics Comparison
Name Start Date End Date
WINT (Windtree Therapeutics, Inc.) 08/08/1995 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) 0.00 -98.51 -98.05 -96.17 -88.24 -79.82 -73.52 -66.67 -99.83 -97.30 -91.53 -89.44 -68.62 -86.59 -15.00 19.05 -83.20 -57.48 -81.90 -48.44 6.64 25.60 -49.55 -64.76 -43.75 -47.91 -8.90 -64.67 -15.76 -24.40 273.31 -24.05 -12.30 51.69 5.95 -34.38 -33.33 -42.86 -22.22
Sharpe Ratio NA -0.32 -0.46 -0.52 -0.54 NA NA -0.27 -0.44 -0.54 -0.60 -0.97 -0.82 -0.40 -0.16 0.18 -0.58 -0.63 -0.77 -0.87 0.10 0.43 -0.71 -0.63 -0.28 -0.42 -0.20 -0.60 -0.34 -0.44 3.32 -0.29 -0.14 0.36 0.02 -0.30 -0.27 -0.52 -1.12
Standard Deviation(%) NA 312.65 219.96 188.70 165.78 NA NA 357.91 233.81 187.22 158.57 93.50 84.18 219.56 105.55 98.75 144.41 91.70 106.46 55.91 65.90 59.96 69.35 102.36 159.30 116.91 59.18 114.52 53.25 58.07 82.19 85.60 103.69 132.68 115.65 125.58 136.92 89.25 45.32
Draw Down(%) NA 99.16 100.00 100.00 100.00 NA NA 66.67 99.83 97.69 94.24 90.06 77.35 91.47 50.47 56.45 89.35 68.13 88.33 60.81 46.62 55.88 63.66 79.27 84.91 72.41 43.01 85.61 36.48 55.02 46.83 75.90 65.45 70.51 70.00 73.64 63.46 60.98 26.32
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 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 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 08/08/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WINT (Windtree Therapeutics, Inc.) -98.79%
Feb 2023 – Feb 2026
-96.63%
Feb 2021 – Feb 2026
-88.33%
May 2016 – May 2026
-79.87%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WINT (Windtree Therapeutics, Inc.) 84.37%
Jul 2002 – Jul 2005
51.41%
May 1999 – May 2004
-0.11%
Sep 1999 – Sep 2009
-14.11%
Aug 1999 – Aug 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return