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
ENBFF (Enbridge Inc) 3.39% 69.49% 21.23% 5.57% NA NA NA
Data as of 06/11/2026, Common starting date is 08/16/2019
More Performance Analytics Comparison
Name Start Date End Date
ENBFF (Enbridge Inc) 08/16/2019 06/11/2026
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 69.49 21.23 5.57 NA NA NA 3.39 66.74 5.70 -6.78 -20.25 41.03 -7.54 17.06
Sharpe Ratio NA 1.44 0.65 0.17 NA NA NA 1.55 1.38 0.76 -0.89 -1.13 1.82 -0.15 2.89
Standard Deviation(%) NA 46.53 27.44 24.58 NA NA NA 3.60 46.63 2.76 11.78 19.33 22.58 50.28 17.77
Draw Down(%) NA 0.00 8.37 33.79 NA NA NA 0.00 1.02 0.00 9.22 25.56 9.69 49.75 5.18
Yield(%) 0.00 9.14 6.32 3.99 3.96 2.64 1.98 3.26 6.64 5.43 4.80 3.81 5.05 5.99 2.55
Data as of 06/11/2026, Common starting date is 08/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENBFF (Enbridge Inc) -11.20%
Oct 2021 – Oct 2024
0.46%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENBFF (Enbridge Inc) 21.23%
May 2023 – May 2026
16.50%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return