Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFSG (Enterprise Financial Services Group Inc) | 18.19% | 53.76% | 31.05% | 26.16% | 18.14% | 10.35% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFSG (Enterprise Financial Services Group Inc) | 05/17/2007 | 06/03/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 53.76 | 31.05 | 26.16 | 18.14 | 10.35 | NA | … | … | 18.19 | 63.03 | 23.34 | 2.21 | -9.03 | 58.52 | 1.97 | 7.89 | -34.59 | 71.57 | 18.81 | 7.83 | 19.24 | 5.00 | -5.29 | -29.27 | 38.44 | -31.94 | 50.00 | -38.14 |
| Sharpe Ratio | NA | 2.46 | 1.33 | 0.92 | 0.55 | NA | NA | … | … | 2.45 | 1.95 | 1.55 | -0.05 | -0.63 | 2.02 | 0.03 | 0.30 | -1.64 | 1.93 | 0.96 | 0.32 | 0.30 | 0.13 | -0.07 | -0.84 | 0.62 | -0.53 | 0.39 | -1.94 |
| Standard Deviation(%) | NA | 25.44 | 23.54 | 25.74 | 30.23 | NA | NA | … | … | 19.62 | 30.97 | 12.74 | 30.92 | 15.17 | 33.69 | 53.63 | 21.63 | 21.96 | 36.93 | 19.37 | 24.57 | 64.86 | 37.61 | 77.81 | 34.74 | 62.18 | 60.21 | 124.40 | 29.12 |
| Draw Down(%) | NA | 5.63 | 13.65 | 22.24 | 65.05 | NA | NA | … | … | 5.12 | 13.65 | 3.83 | 21.00 | 20.63 | 4.57 | 53.42 | 10.58 | 40.83 | 13.27 | 6.25 | 20.59 | 30.56 | 22.83 | 54.55 | 38.89 | 39.13 | 49.09 | 35.45 | 40.72 |
| Yield(%) | 0.00 | 2.91 | 3.10 | 3.61 | 3.77 | 2.18 | 1.75 | … | … | 2.12 | 2.78 | 2.15 | 2.12 | 1.68 | 2.21 | 2.21 | 2.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.18 | 2.88 | 3.83 | 2.56 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFSG (Enterprise Financial Services Group Inc) |
-17.75%
Jan 2009 – Jan 2012 |
-14.07%
Jan 2009 – Jan 2014 |
-2.71%
Apr 2010 – Apr 2020 |
2.84%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFSG (Enterprise Financial Services Group Inc) |
40.45%
Jun 2020 – Jun 2023 |
32.47%
Jun 2020 – Jun 2025 |
17.78%
May 2016 – May 2026 |
10.56%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart