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EFSC: Enterprise Financial Services Corp (STOCK)
Basic Info 57.83 0.77(1.35%) July 10
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/18/2001 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 2.89% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/18/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 3.7 | 49.5 | 14.2 | 16.7 | 11.6 | 14.3 | 5.9 | 7.8 | 29.3 | -6.6 | 6.0 | 36.9 | -25.7 | 30.0 | -15.8 | 5.0 | 53.7 | 45.3 | -2.3 | 58.3 | -10.1 | 43.8 | 38.7 | -48.2 | -35.2 | -26.3 | 44.6 | 23.4 | 32.1 | 12.0 | 8.7 | -11.5 |
| Sharpe Ratio | NA | 0.09 | 1.32 | 0.33 | 0.46 | 0.31 | NA | NA | 0.16 | 0.78 | -0.33 | 0.18 | 1.26 | -0.4 | 1.17 | -0.81 | 0.19 | 2.25 | 2.02 | -0.11 | 2.38 | -0.28 | 0.92 | 0.79 | -0.58 | -0.44 | -0.66 | 1.28 | 0.53 | 1.01 | 0.51 | 0.15 | -0.44 |
| Draw Down(%) | NA | 25.0 | 25.0 | 38.8 | 38.8 | 57.2 | NA | NA | 77.6 | 16.2 | 38.8 | 20.9 | 17.4 | 49.9 | 17.4 | 35.9 | 20.6 | 11.3 | 8.6 | 20.7 | 13.9 | 34.2 | 18.8 | 29.9 | 51.3 | 54.3 | 38.3 | 12.7 | 24.2 | 10.0 | 8.9 | 25.6 | 22.2 |
| Standard Deviation(%) | NA | 29.9 | 34.3 | 30.9 | 31.9 | 32.9 | NA | NA | 41.4 | 33.0 | 31.9 | 25.4 | 29.3 | 65.5 | 24.4 | 21.4 | 23.5 | 23.7 | 22.4 | 20.9 | 24.5 | 36.9 | 47.5 | 49.1 | 82.7 | 81.2 | 44.6 | 32.2 | 40.0 | 30.7 | 22.1 | 50.5 | 52.4 |
| Treynor Ratio | NA | 0.03 | 0.52 | 0.12 | 0.18 | 0.1 | NA | NA | 0.06 | 0.26 | -0.09 | 0.07 | 0.38 | -0.2 | 0.3 | -0.28 | 0.02 | 0.56 | 0.67 | -0.02 | 0.5 | -0.07 | 0.3 | 0.26 | -0.23 | -0.28 | -0.23 | 0.26 | 0.16 | -81.13 | 13.98 | 3.52 | -3.72 |
| Alpha | NA | -0.02 | 0.13 | 0.0 | 0.02 | 0.01 | NA | NA | 0.02 | 0.03 | -0.11 | 0.08 | 0.04 | -0.15 | 0.01 | -0.05 | -0.11 | 0.14 | 0.15 | -0.05 | 0.06 | -0.11 | 0.16 | 0.08 | -0.35 | 0.16 | -0.11 | 0.08 | 0.09 | 0.13 | 0.06 | 0.09 | -0.15 |
| Beta | NA | 0.76 | 0.87 | 0.86 | 0.83 | 0.98 | NA | NA | 1.06 | 0.98 | 1.13 | 0.66 | 0.98 | 1.31 | 0.96 | 0.63 | 1.79 | 0.96 | 0.68 | 0.92 | 1.16 | 1.47 | 1.44 | 1.51 | 2.09 | 1.31 | 1.31 | 1.6 | 1.32 | 0.0 | 0.01 | 0.02 | 0.06 |
| RSquared | NA | 0.39 | 0.25 | 0.23 | 0.2 | 0.3 | NA | NA | 0.25 | 0.13 | 0.21 | 0.39 | 0.19 | 0.47 | 0.24 | 0.25 | 0.26 | 0.28 | 0.22 | 0.25 | 0.27 | 0.27 | 0.49 | 0.3 | 0.47 | 0.42 | 0.21 | 0.25 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.1 | 2.8 | 2.5 | 3.3 | 3.1 | 5.6 | 1.8 | N/A | 2.3 | 2.1 | 1.9 | 2.2 | 1.5 | 1.6 | 1.0 | 1.0 | 1.5 | 1.4 | 1.1 | 1.5 | 1.4 | 1.9 | 2.6 | 1.4 | 0.9 | 0.7 | 0.8 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -44.3 | 12.9 | 39.9 | 90.2 | 245.8 | N/A | N/A | N/A | 6.0 | 11.1 | 20.0 | 4.2 | 16.1 | 31.9 | 6.8 | 7.3 | 55.9 | 24.1 | 1.0 | -0.5 | -0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 17.8 | 28.6 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/2001
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