Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBTC (Enterprise Bancorp Inc) | NA | 69.92% | 9.85% | 14.47% | 7.82% | 11.97% | 7.60% | … | … |
Data as of 07/01/2025, Common starting date is 02/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBTC (Enterprise Bancorp Inc) | 02/14/2005 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 69.92 | 9.85 | 14.47 | 7.82 | 11.97 | 7.60 | … | … | 1.48 | 26.77 | -5.73 | -19.54 | 79.70 | -22.35 | 7.58 | -3.93 | -7.84 | 67.99 | -7.44 | 22.19 | 31.52 | 18.64 | 8.06 | 28.67 | 0.21 | -7.97 | -19.72 | 5.31 | -22.96 |
| Sharpe Ratio | NA | 1.73 | 0.19 | 0.37 | 0.16 | NA | NA | … | … | 0.00 | 0.53 | -0.31 | -0.66 | 2.70 | -0.28 | 0.19 | -0.19 | -0.29 | 1.76 | -0.23 | 0.72 | 1.00 | 0.46 | 0.14 | 0.88 | 0.00 | -0.15 | -1.05 | 0.07 | -0.99 |
| Standard Deviation(%) | NA | 38.61 | 34.54 | 33.55 | 40.12 | NA | NA | … | … | 31.75 | 37.89 | 32.46 | 31.89 | 29.49 | 80.19 | 33.28 | 28.29 | 29.43 | 38.49 | 32.67 | 30.64 | 31.48 | 40.89 | 58.41 | 32.41 | 48.04 | 59.73 | 21.74 | 29.35 | 28.14 |
| Draw Down(%) | NA | 23.45 | 34.56 | 47.03 | 49.76 | NA | NA | … | … | 23.45 | 29.35 | 28.66 | 33.47 | 10.87 | 39.65 | 22.31 | 29.24 | 23.78 | 15.62 | 19.11 | 14.00 | 19.99 | 20.06 | 37.22 | 21.24 | 31.52 | 29.73 | 24.34 | 14.25 | 35.00 |
| Yield(%) | 0.00 | 4.09 | 2.84 | 3.71 | 3.02 | 5.95 | 3.66 | … | … | 1.29 | 2.94 | 2.59 | 1.85 | 2.92 | 2.10 | 1.99 | 1.73 | 1.41 | 2.36 | 2.10 | 2.30 | 2.64 | 3.01 | 3.08 | 3.55 | 3.36 | 2.82 | 2.09 | 1.78 | 1.17 |
Data as of 07/01/2025, Common starting date is 02/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBTC (Enterprise Bancorp Inc) |
-16.79%
Mar 2006 – Mar 2009 |
-5.67%
May 2018 – May 2023 |
4.31%
Jun 2014 – Jun 2024 |
5.07%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBTC (Enterprise Bancorp Inc) |
27.75%
Mar 2009 – Mar 2012 |
24.28%
Dec 2011 – Dec 2016 |
16.38%
Feb 2009 – Feb 2019 |
12.62%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart