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
EBSFX (EUBEL BRADY & SUTTMAN INCOME FUND EUBEL BRADY & SUTTMAN INCOME FUND) -0.82% 0.21% 4.57% 2.41% 2.72% NA NA
Data as of 06/05/2026, Common starting date is 10/08/2014
More Performance Analytics Comparison
Name Start Date End Date
EBSFX (EUBEL BRADY & SUTTMAN INCOME FUND EUBEL BRADY & SUTTMAN INCOME FUND) 10/08/2014 06/05/2026
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
Annualized Return (%) 0.00 0.21 4.57 2.41 2.72 NA NA -0.82 3.73 5.41 6.37 -3.21 1.33 4.19 5.02 0.85 1.75 6.46 -1.10 -0.43
Sharpe Ratio NA -1.22 0.62 -0.04 0.56 NA NA -2.18 0.45 -0.59 0.70 -1.85 1.62 1.39 3.95 -0.38 1.33 3.64 -0.70 -1.74
Standard Deviation(%) NA 2.01 2.14 2.28 1.95 NA NA 2.02 1.99 1.98 3.05 2.49 0.80 2.83 0.92 1.22 0.85 1.72 1.62 1.06
Draw Down(%) NA 1.82 1.82 5.36 5.66 NA NA 1.82 1.03 0.83 1.61 5.06 0.33 5.66 0.20 0.90 0.59 1.35 2.64 0.76
Yield(%) 0.00 0.00 3.21 2.78 2.82 2.10 1.57 0.00 2.05 4.79 4.27 2.55 1.62 3.18 3.42 3.06 2.34 2.76 2.05 0.37
Data as of 06/05/2026, Common starting date is 10/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EBSFX (EUBEL BRADY & SUTTMAN INCOME FUND EUBEL BRADY & SUTTMAN INCOME FUND) 0.43%
Oct 2019 – Oct 2022
1.32%
Oct 2017 – Oct 2022
2.68%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EBSFX (EUBEL BRADY & SUTTMAN INCOME FUND EUBEL BRADY & SUTTMAN INCOME FUND) 5.90%
Oct 2022 – Oct 2025
3.90%
Mar 2020 – Mar 2025
3.27%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return