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
TLSI (TriSalus Life Sciences, Inc.) -54.58% -40.64% -32.74% -20.26% -11.30% -7.69% -5.82%
Data as of 06/05/2026, Common starting date is 12/31/1997
More Performance Analytics Comparison
Name Start Date End Date
TLSI (TriSalus Life Sciences, Inc.) 12/31/1997 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 1998 1997
Annualized Return (%) -7.04 -40.64 -32.74 -20.26 -11.30 -7.69 -5.82 -54.58 37.13 -40.71 -15.75 1.52 12.91 -57.81 0.00
Sharpe Ratio NA -0.50 -0.46 -0.38 -0.19 NA NA -0.81 0.58 -0.76 -0.27 0.01 -0.02 -0.38 NA
Standard Deviation(%) NA 86.11 77.66 60.40 59.23 NA NA 107.11 60.60 64.96 73.43 11.42 22.67 159.23 0.00
Draw Down(%) NA 66.40 79.00 79.00 79.00 NA NA 63.90 38.13 64.88 69.83 6.32 11.61 86.27 0.00
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
Data as of 06/05/2026, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TLSI (TriSalus Life Sciences, Inc.) -31.07%
May 2023 – May 2026
-18.87%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TLSI (TriSalus Life Sciences, Inc.) 39.07%
Jul 2020 – Jul 2023
20.38%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return