Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENB (Enbridge Inc.) | 19.15% | 27.95% | 21.04% | 13.96% | 9.20% | 9.42% | 11.81% | … | … |
Data as of 06/09/2026, Common starting date is 03/15/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENB (Enbridge Inc.) | 03/15/1984 | 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 | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 27.95 | 21.04 | 13.96 | 9.20 | 9.42 | 11.81 | … | … | 19.15 | 19.51 | 26.34 | -1.13 | 6.43 | 30.84 | -13.60 | 36.74 | -16.32 | -2.70 | 32.28 | -32.61 | 20.96 | 3.66 | 19.16 | 36.94 | 26.22 | 47.64 | -17.08 | 21.46 | 13.62 | 29.96 | 25.96 | 59.70 | 5.04 | 0.29 | 50.76 | -12.38 | 2.08 | 55.84 | 28.24 | 10.85 | -15.36 | 35.21 | -38.26 | 15.14 | 8.25 | 5.21 | 8.27 | 17.18 | -8.47 | 19.23 | 18.18 |
| Sharpe Ratio | NA | 1.50 | 1.13 | 0.65 | 0.33 | NA | NA | … | … | 2.78 | 0.98 | 1.58 | -0.25 | 0.21 | 1.73 | -0.28 | 2.06 | -0.66 | -0.18 | 1.00 | -1.10 | 1.05 | 0.23 | 1.17 | 1.68 | 1.39 | 1.78 | -0.45 | 0.87 | 0.57 | 1.35 | 1.33 | 3.76 | 0.19 | -0.08 | 1.13 | -0.60 | -0.07 | 2.81 | 1.56 | 0.33 | -0.73 | 1.05 | -1.16 | 0.72 | 0.19 | -0.05 | 0.19 | 0.57 | -0.54 | 0.80 | 0.83 |
| Standard Deviation(%) | NA | 16.15 | 16.82 | 18.66 | 24.51 | NA | NA | … | … | 19.05 | 17.08 | 14.38 | 19.23 | 23.80 | 17.81 | 48.99 | 17.15 | 26.76 | 18.46 | 32.17 | 29.80 | 19.95 | 15.54 | 16.48 | 21.98 | 18.86 | 26.71 | 40.09 | 21.09 | 18.01 | 20.56 | 18.81 | 15.71 | 20.72 | 27.85 | 41.16 | 26.11 | 20.82 | 18.45 | 15.67 | 20.49 | 25.23 | 31.40 | 34.80 | 15.53 | 14.23 | 13.50 | 17.78 | 22.56 | 23.71 | 17.25 | 19.42 |
| Draw Down(%) | NA | 9.10 | 16.38 | 28.32 | 44.07 | NA | NA | … | … | 6.01 | 9.37 | 9.62 | 21.19 | 23.91 | 13.42 | 44.07 | 12.80 | 27.10 | 18.52 | 14.31 | 43.57 | 16.50 | 14.01 | 9.10 | 14.16 | 13.33 | 19.11 | 40.78 | 16.17 | 10.28 | 11.31 | 14.58 | 5.10 | 15.66 | 20.74 | 15.24 | 22.22 | 20.21 | 9.68 | 10.08 | 9.57 | 23.53 | 13.40 | 39.13 | 5.95 | 7.93 | 13.45 | 17.65 | 26.35 | 16.03 | 7.95 | 12.50 |
| Yield(%) | 0.00 | 6.03 | 7.11 | 6.73 | 5.65 | 6.59 | 11.22 | … | … | 2.92 | 6.30 | 7.34 | 6.73 | 6.76 | 8.39 | 6.08 | 7.63 | 4.43 | 4.35 | 4.84 | 3.81 | 2.93 | 2.83 | 3.03 | 3.50 | 3.57 | 3.92 | 3.08 | 3.34 | 3.20 | 3.81 | 4.37 | 5.65 | 5.75 | 4.89 | 6.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 03/15/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENB (Enbridge Inc.) |
-13.03%
Apr 2015 – Apr 2018 |
-5.60%
Apr 2015 – Apr 2020 |
1.22%
Sep 1985 – Sep 1995 |
5.69%
Jun 1985 – Jun 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENB (Enbridge Inc.) |
44.27%
Apr 2009 – Apr 2012 |
29.89%
Mar 2009 – Mar 2014 |
24.71%
Dec 2002 – Dec 2012 |
21.65%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart