Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESQ (Esquire Financial Holdings, Inc.) | 6.82% | 22.96% | 38.32% | 35.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESQ (Esquire Financial Holdings, Inc.) | 06/27/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | 22.96 | 38.32 | 35.22 | NA | NA | NA | … | … | 6.82 | 29.37 | 60.89 | 16.68 | 38.33 | 64.15 | -26.39 | 20.14 | 9.93 | 29.44 |
| Sharpe Ratio | NA | 0.61 | 1.13 | 1.07 | NA | NA | NA | … | … | 0.50 | 0.91 | 1.84 | 0.39 | 1.17 | 2.09 | -0.33 | 0.58 | 0.25 | 2.16 |
| Standard Deviation(%) | NA | 31.61 | 30.75 | 31.20 | NA | NA | NA | … | … | 36.99 | 29.21 | 31.06 | 33.30 | 31.78 | 30.67 | 81.12 | 32.18 | 34.05 | 29.93 |
| Draw Down(%) | NA | 15.42 | 20.68 | 24.78 | NA | NA | NA | … | … | 15.42 | 20.68 | 17.47 | 23.81 | 16.44 | 20.36 | 55.12 | 13.84 | 31.44 | 9.52 |
| Yield(%) | 0.00 | 0.84 | 1.54 | 1.96 | 1.61 | 1.07 | 0.80 | … | … | 0.39 | 0.90 | 1.19 | 1.11 | 0.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESQ (Esquire Financial Holdings, Inc.) |
-3.52%
Jun 2018 – Jun 2021 |
10.10%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESQ (Esquire Financial Holdings, Inc.) |
48.16%
Jul 2020 – Jul 2023 |
47.75%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart