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
EBBGF (Enbridge Inc) 5.51% 13.12% 13.15% 8.93% NA NA NA
Data as of 06/04/2026, Common starting date is 07/18/2019
More Performance Analytics Comparison
Name Start Date End Date
EBBGF (Enbridge Inc) 07/18/2019 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
Annualized Return (%) 0.08 13.12 13.15 8.93 NA NA NA 5.51 10.85 21.17 3.69 -1.58 27.00 -13.27 2.37
Sharpe Ratio NA 1.46 0.75 0.40 NA NA NA 1.95 0.90 1.41 0.00 -0.10 2.25 -0.17 0.29
Standard Deviation(%) NA 7.48 12.77 16.91 NA NA NA 5.91 8.91 12.46 21.80 29.60 11.97 81.03 13.78
Draw Down(%) NA 3.20 13.40 19.18 NA NA NA 1.65 6.46 4.69 19.18 12.81 4.56 58.95 9.39
Yield(%) 0.00 7.12 7.83 6.29 3.34 2.23 1.67 3.41 7.10 7.98 7.24 4.79 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 07/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EBBGF (Enbridge Inc) 1.38%
Jan 2020 – Jan 2023
5.84%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EBBGF (Enbridge Inc) 19.62%
Mar 2020 – Mar 2023
15.46%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return