Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EFSC (Enterprise Financial Services Corp) | 4.95% | 34.99% | 15.91% | 18.43% | 11.40% | 14.10% | 6.14% | 7.82% |
Data as of 07/14/2025, AR inception is 06/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFSC (Enterprise Financial Services Corp) | 06/18/2001 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.68 | 34.99 | 15.91 | 18.43 | 11.40 | 14.10 | 6.14 | 7.82 | 4.95 | 29.29 | -6.64 | 6.02 | 36.90 | -25.74 | 29.98 | -15.85 | 5.05 | 53.67 | 45.30 | -2.26 | 58.27 | -10.12 | 43.78 | 38.73 | -48.24 | -35.23 | -26.29 | 44.58 | 23.41 | 32.14 | 12.00 | 8.70 | -11.54 |
| Sharpe Ratio | NA | 1.00 | 0.34 | 0.48 | 0.30 | NA | NA | 0.16 | 0.06 | 0.78 | -0.33 | 0.18 | 1.26 | -0.40 | 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 |
| Standard Deviation(%) | NA | 33.80 | 30.90 | 31.68 | 32.86 | NA | NA | 41.40 | 29.42 | 33.01 | 31.91 | 25.36 | 29.33 | 65.48 | 24.36 | 21.43 | 23.51 | 23.71 | 22.40 | 20.91 | 24.51 | 36.88 | 47.53 | 49.14 | 82.69 | 81.17 | 44.58 | 32.25 | 40.02 | 30.72 | 22.10 | 50.47 | 52.38 |
| Draw Down(%) | NA | 25.03 | 38.76 | 38.76 | 57.17 | NA | NA | 77.61 | 25.03 | 16.25 | 38.76 | 20.89 | 17.41 | 49.87 | 17.42 | 35.92 | 20.59 | 11.33 | 8.62 | 20.70 | 13.94 | 34.23 | 18.78 | 29.91 | 51.32 | 54.25 | 38.32 | 12.67 | 24.19 | 10.00 | 8.86 | 25.62 | 22.22 |
| Yield(%) | 0.00 | 2.57 | 2.59 | 3.34 | 3.04 | 5.32 | 1.91 | 2.96 | 1.06 | 2.35 | 2.05 | 1.88 | 2.17 | 1.50 | 1.63 | 1.04 | 1.03 | 1.46 | 1.35 | 1.06 | 1.52 | 1.38 | 1.94 | 2.65 | 1.43 | 0.93 | 0.69 | 0.78 | 0.76 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2025, AR inception is 06/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFSC (Enterprise Financial Services Corp) |
-37.24%
Dec 2006 - Dec 2009 |
-17.54%
Aug 2005 - Aug 2010 |
1.01%
Jun 2005 - Jun 2015 |
2.52%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFSC (Enterprise Financial Services Corp) |
38.66%
Jul 2002 - Jul 2005 |
32.27%
Feb 2012 - Feb 2017 |
21.68%
Dec 2009 - Dec 2019 |
16.60%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart