Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBRGF (Enbridge Inc. CUM RED PREF Series B) | 12.67% | 29.51% | 18.82% | 18.09% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBRGF (Enbridge Inc. CUM RED PREF Series B) | 11/20/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.51 | 18.82 | 18.09 | NA | NA | NA | … | … | 12.67 | 25.31 | 19.67 | -6.37 | 4.09 | 35.22 | 14.29 | -9.34 | 0.00 |
| Sharpe Ratio | NA | 1.48 | 0.76 | 0.64 | NA | NA | NA | … | … | 2.78 | 0.85 | 0.95 | -0.53 | 0.23 | 0.93 | 2.00 | -0.92 | 0.00 |
| Standard Deviation(%) | NA | 25.50 | 20.51 | 24.29 | NA | NA | NA | … | … | 10.64 | 26.48 | 16.88 | 19.14 | 11.40 | 37.94 | 6.99 | 11.72 | NA |
| Draw Down(%) | NA | 13.25 | 14.61 | 21.18 | NA | NA | NA | … | … | 1.46 | 13.25 | 7.47 | 21.18 | 6.99 | 6.81 | 0.00 | 12.54 | 0.00 |
| Yield(%) | 0.00 | 6.97 | 7.96 | 9.44 | 5.61 | 3.74 | 2.80 | … | … | 2.98 | 7.32 | 7.62 | 9.57 | 6.92 | 7.07 | 7.42 | 6.65 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBRGF (Enbridge Inc. CUM RED PREF Series B) |
2.74%
Apr 2022 – Apr 2025 |
6.43%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBRGF (Enbridge Inc. CUM RED PREF Series B) |
18.88%
May 2023 – May 2026 |
18.20%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart