Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBSZX (EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUN) | 1.64% | 1.02% | 5.64% | 2.69% | 3.68% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBSZX (EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUN) | 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 (%) | -0.10 | 1.02 | 5.64 | 2.69 | 3.68 | NA | NA | … | … | 1.64 | 2.15 | 6.84 | 7.30 | -3.22 | 2.74 | 5.87 | 7.46 | -2.46 | 4.46 | 10.38 | -4.71 | 1.08 |
| Sharpe Ratio | NA | -0.37 | 0.58 | 0.05 | 0.60 | NA | NA | … | … | 0.41 | -0.15 | 0.82 | 1.19 | -1.21 | 1.04 | 1.16 | 3.03 | -1.66 | 1.65 | 2.90 | -1.69 | 1.71 |
| Standard Deviation(%) | NA | 4.40 | 4.11 | 3.86 | 3.44 | NA | NA | … | … | 3.28 | 5.01 | 3.92 | 3.09 | 3.86 | 2.62 | 4.83 | 1.97 | 2.32 | 2.31 | 3.50 | 2.80 | 2.80 |
| Draw Down(%) | NA | 3.46 | 3.46 | 7.78 | 10.39 | NA | NA | … | … | 2.39 | 3.46 | 1.92 | 2.88 | 5.68 | 2.33 | 10.39 | 0.83 | 3.42 | 1.31 | 3.43 | 6.30 | 1.00 |
| Yield(%) | 0.00 | 0.00 | 3.68 | 3.24 | 3.35 | 2.49 | 1.87 | … | … | 0.00 | 1.94 | 5.49 | 5.08 | 3.50 | 2.26 | 3.84 | 3.37 | 2.97 | 2.67 | 3.18 | 3.36 | 0.58 |
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 |
|---|---|---|---|---|
| EBSZX (EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUN) |
0.18%
Mar 2017 – Mar 2020 |
1.32%
Mar 2015 – Mar 2020 |
3.35%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBSZX (EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUN) |
7.29%
Sep 2022 – Sep 2025 |
5.70%
Mar 2020 – Mar 2025 |
4.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart