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
EGHSF (Enghouse Systems Limited) -10.56% -30.98% -19.13% -19.25% -3.56% 8.78% NA
Data as of 06/04/2026, Common starting date is 05/24/2011
More Performance Analytics Comparison
Name Start Date End Date
EGHSF (Enghouse Systems Limited) 05/24/2011 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
Annualized Return (%) 1.26 -30.98 -19.13 -19.25 -3.56 8.78 NA -10.56 -16.76 -28.06 3.38 -29.38 -17.56 30.69 42.15 15.48 17.94 -26.06 56.22 29.63 63.30 49.32 21.00
Sharpe Ratio NA -0.98 -0.73 -0.63 -0.14 NA NA -0.64 -0.73 -1.03 -0.01 -0.69 -0.65 0.86 1.34 0.68 0.84 -0.74 1.97 1.20 2.83 1.89 1.08
Standard Deviation(%) NA 31.56 30.38 34.32 30.90 NA NA 37.63 27.06 30.71 34.08 45.09 27.22 35.39 30.26 20.90 20.56 35.46 28.51 24.71 22.38 26.26 34.28
Draw Down(%) NA 41.63 57.25 74.98 78.09 NA NA 24.36 27.44 32.60 35.52 49.34 31.37 32.89 14.58 17.51 14.37 32.54 20.38 12.00 4.86 13.66 18.05
Yield(%) 0.00 4.42 2.60 1.48 2.57 9.22 7.05 3.03 4.44 2.03 2.35 1.43 3.50 1.01 1.29 1.25 1.16 0.70 0.97 1.17 3.62 4.37 1.99
Data as of 06/04/2026, Common starting date is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EGHSF (Enghouse Systems Limited) -24.59%
Jul 2020 – Jul 2023
-21.65%
Mar 2021 – Mar 2026
-3.87%
Dec 2015 – Dec 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EGHSF (Enghouse Systems Limited) 57.93%
Aug 2011 – Aug 2014
39.32%
Aug 2011 – Aug 2016
28.84%
Aug 2011 – Aug 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return