Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBBNF (Enbridge Inc) | 5.17% | 14.12% | 16.23% | 10.35% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBBNF (Enbridge Inc) | 01/11/2021 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 14.12 | 16.23 | 10.35 | NA | NA | NA | … | … | 5.17 | 13.50 | 27.57 | 5.27 | -4.88 | 30.07 |
| Sharpe Ratio | NA | 1.42 | 0.97 | 0.44 | NA | NA | NA | … | … | 1.62 | 1.02 | 1.70 | 0.09 | -0.35 | 0.81 |
| Standard Deviation(%) | NA | 8.10 | 12.78 | 18.01 | NA | NA | NA | … | … | 5.55 | 10.43 | 14.06 | 17.98 | 18.27 | 37.94 |
| Draw Down(%) | NA | 2.94 | 12.26 | 24.42 | NA | NA | NA | … | … | 2.94 | 7.93 | 4.72 | 15.58 | 18.80 | 16.07 |
| Yield(%) | 0.00 | 6.39 | 7.63 | 6.75 | 4.32 | 2.88 | 2.16 | … | … | 3.04 | 6.46 | 7.66 | 7.51 | 5.96 | 6.99 |
Data as of 06/18/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBBNF (Enbridge Inc) |
5.66%
May 2022 – May 2025 |
11.24%
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 |
|---|---|---|---|---|
| EBBNF (Enbridge Inc) |
16.57%
May 2023 – May 2026 |
12.26%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart