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
ENBP (ENB Financial Corp) 17.61% 70.51% 30.31% 8.86% 9.12% 9.54% 5.96%
Data as of 06/04/2026, Common starting date is 07/20/1994
More Performance Analytics Comparison
Name Start Date End Date
ENBP (ENB Financial Corp) 07/20/1994 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 1994
Annualized Return (%) 7.71 70.51 30.31 8.86 9.12 9.54 5.96 17.61 42.10 21.71 -3.21 -23.63 19.38 -6.56 24.00 4.11 2.87 10.42 5.07 10.62 13.32 34.12 1.71 11.14 -13.99 -0.35 -11.14 -12.98 1.90 15.63 16.35 41.71 1.91 -2.32 -25.86 -23.84 29.00 34.13 48.60 4.94
Sharpe Ratio NA 2.30 0.86 0.18 0.30 NA NA 1.85 1.58 0.50 -0.23 -1.15 0.85 -0.26 1.41 0.26 0.25 1.14 0.58 1.09 0.77 1.32 0.07 0.45 -0.56 -0.06 -0.68 -1.36 -0.02 0.62 1.03 2.23 -0.03 -0.19 -0.60 -0.69 0.85 0.93 1.94 1.52
Standard Deviation(%) NA 23.43 28.11 27.15 22.47 NA NA 13.27 24.93 36.00 30.53 21.57 22.95 26.02 15.93 10.44 8.98 8.99 8.75 9.70 17.34 25.97 24.73 24.58 25.27 22.67 21.12 12.06 19.01 23.63 15.24 18.20 19.15 34.55 48.54 39.60 29.58 32.37 23.01 5.05
Draw Down(%) NA 8.06 19.66 44.39 44.39 NA NA 4.33 10.79 12.56 25.49 26.65 10.31 22.58 11.16 7.15 5.72 3.60 6.99 5.34 5.27 7.76 14.46 10.12 21.30 14.21 23.13 15.01 17.63 17.39 6.41 4.91 7.47 22.42 29.23 36.92 7.48 9.09 6.67 0.00
Yield(%) 0.00 4.36 5.06 3.07 3.96 5.11 3.26 1.55 4.19 4.72 4.25 3.22 2.69 3.86 3.53 3.28 3.26 4.25 3.50 3.67 3.80 4.52 4.41 4.68 4.55 4.58 3.89 3.14 3.06 3.15 3.28 4.12 3.68 2.77 1.33 1.32 1.52 1.92 1.29 0.00
Data as of 06/04/2026, Common starting date is 07/20/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENBP (ENB Financial Corp) -17.99%
Dec 1997 – Dec 2000
-8.40%
Nov 2004 – Nov 2009
-2.26%
Jun 1998 – Jun 2008
0.35%
Apr 1997 – Apr 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENBP (ENB Financial Corp) 38.37%
Jan 1995 – Jan 1998
15.75%
Jan 2010 – Jan 2015
12.74%
Jan 2010 – Jan 2020
9.35%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return