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
ENGCQ (ENGlobal Corporation) NA -99.29% -89.23% -73.94% -50.41% -39.72% -32.85%
Data as of 06/18/2025, Common starting date is 05/05/1997
More Performance Analytics Comparison
Name Start Date End Date
ENGCQ (ENGlobal Corporation) 05/05/1997 06/18/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -99.29 -89.23 -73.94 -50.41 -39.72 -32.85
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 06/18/2025, Common starting date is 05/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENGCQ (ENGlobal Corporation) -90.13%
Mar 2022 – Mar 2025
-72.40%
Mar 2020 – Mar 2025
-51.28%
Mar 2015 – Mar 2025
-40.16%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ENGCQ (ENGlobal Corporation) 120.20%
Oct 2004 – Oct 2007
83.62%
Mar 2001 – Mar 2006
23.94%
Feb 2001 – Feb 2011
9.50%
Feb 2002 – Feb 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return