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
EBBNF (Enbridge Inc) 4.96% 12.22% 15.18% 10.52% NA NA NA
Data as of 06/09/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
Name Start Date End Date
EBBNF (Enbridge Inc) 01/11/2021 06/09/2026
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 12.22 15.18 10.52 NA NA NA 4.96 13.50 27.57 5.27 -4.88 30.07
Sharpe Ratio NA 1.25 0.95 0.43 NA NA NA 1.57 1.02 1.70 0.09 -0.35 0.81
Standard Deviation(%) NA 8.23 12.85 18.96 NA NA NA 5.67 10.43 14.06 17.98 18.27 37.94
Draw Down(%) NA 2.94 12.30 24.42 NA NA NA 2.94 7.93 4.72 15.58 18.80 16.07
Yield(%) 0.00 6.30 7.44 6.82 4.32 2.88 2.16 3.04 6.46 7.66 7.51 5.96 6.99
Data as of 06/09/2026, 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

3-Year Annualized Rolling Return