Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBRZF (Enbridge Inc) | 4.49% | 28.88% | 16.87% | 12.96% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBRZF (Enbridge Inc) | 10/25/2019 | 06/10/2026 |
| 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 (%) | 0.00 | 28.88 | 16.87 | 12.96 | NA | NA | NA | … | … | 4.49 | 24.77 | 17.56 | 8.12 | 7.12 | 7.19 | 6.98 | 2.31 |
| Sharpe Ratio | NA | 1.99 | 0.79 | 0.77 | NA | NA | NA | … | … | 2.13 | 1.64 | 0.53 | 1.16 | 1.70 | 2.11 | 2.00 | 2.32 |
| Standard Deviation(%) | NA | 13.20 | 17.15 | 13.46 | NA | NA | NA | … | … | 3.89 | 13.42 | 26.21 | 3.89 | 3.36 | 3.40 | 3.35 | 5.40 |
| Draw Down(%) | NA | 0.48 | 13.33 | 13.33 | NA | NA | NA | … | … | 0.00 | 1.54 | 12.33 | 0.03 | 0.03 | 0.03 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 7.58 | 8.00 | 7.60 | 5.03 | 3.36 | 2.52 | … | … | 3.18 | 7.38 | 8.01 | 7.65 | 6.82 | 6.85 | 6.69 | 2.31 |
Data as of 06/10/2026, Common starting date is 10/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBRZF (Enbridge Inc) |
7.10%
Nov 2019 – Nov 2022 |
8.78%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBRZF (Enbridge Inc) |
17.07%
Jan 2023 – Jan 2026 |
13.00%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart