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
ENGC (ENGlobal Corporation) NA -89.68% -76.49% -54.13% -34.33% -28.28% -26.67%
Data as of 09/26/2025, Common starting date is 01/20/1995
More Performance Analytics Comparison
Name Start Date End Date
ENGC (ENGlobal Corporation) 01/20/1995 09/26/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -89.68 -76.49 -54.13 -34.33 -28.28 -26.67
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 01/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENGC (ENGlobal Corporation) -78.52%
Aug 2022 – Aug 2025
-58.24%
Jul 2020 – Jul 2025
-37.04%
Mar 2015 – Mar 2025
-30.17%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENGC (ENGlobal Corporation) 151.98%
Apr 1996 – Apr 1999
83.62%
Mar 2001 – Mar 2006
35.26%
Apr 1996 – Apr 2006
15.02%
Apr 1996 – Apr 2011
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return