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Performance analysis of Enterprise Bancorp (EBTC)

Annual Return

Over the past 3 years, EBTC has had an average annual return of +11.61%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, EBTC has had an average annual return of +6.45%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, EBTC has had an average annual return of +7.53%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Feb 14, 2005, EBTC has had an average annual return of +5.59%, underperforming the benchmark SPY, which returned +10.90% annual.

202620252024202320222021202020192018201720162015
+0%+1.45%+26.74%-5.73%-19.51%+79.68%-22.39%+7.58%-3.93%-7.84%+67.99%-7.44%
2014201320122011201020092008200720062005
+22.19%+31.52%+18.64%+8.06%+28.67%+0.20%-7.97%-19.71%+5.31%-22.96%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0%+0%+0%+0%+0%+0%+0%
2025+7.05%+2.53%-9.78%-4.44%+4.27%+2.83%+0%+1.45%
2024-11.90%-3.82%-4.17%-6.43%+4.48%-1.08%+18.77%+5.80%+3.13%+0.47%+15.95%+6.89%+26.74%
2023+0.68%+0.21%-11.10%-8.33%-7.06%+8.88%+10.02%-8.43%-5.39%-3.91%+3.64%+19.35%-5.73%
2022-4.96%-5.14%-0.42%-15.38%+0.08%-4.68%-1.21%+1.83%-7.05%+4.58%+12.56%+0.91%-19.51%
2021-0.82%+15.22%+12.14%+7.10%-0.55%-4.96%-0.16%+3.75%+6.52%+3.34%+6.60%+13.95%+79.68%
2020-8.42%-10.94%-1.75%-10.52%-3.86%+3.38%-9.74%+1.86%-3.27%+7.57%+15.29%-1.28%-22.39%
2019+0.59%-1.44%-9.43%+10.44%-11.17%+13.09%-3.66%-4.76%+3.63%-0.56%+7.53%+6.21%+7.58%
2018-1.47%-6.61%+13.14%+2.52%+11.27%+0.82%-6.03%-4.94%-4.39%-5.85%+6.05%-5.91%-3.93%
2017-10.52%-0.99%+4.89%+0.72%-13.95%+18.46%-4.92%-4.93%+13.50%-0.58%+3.90%-8.86%-7.84%

Drawdown analysis of Enterprise Bancorp (EBTC)

The maximum drawdown for the EBTC was -54.76%, occurring on Mar 31, 2009. Recovery took 525 trading sessions.

The current EBTC drawdown is -9.59%.

Since Feb 14, 2005 EBTC has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 3 times
  • 30% or more: 4 times
  • 20% or more: 6 times
  • 10% or more: 12 times
DepthStartTo BottomBottomTo RecoverEndTotal
-54.76%Feb 16, 20051036Mar 31, 2009525Apr 29, 20111561
-49.77%Jun 19, 2018570Sep 23, 2020283Nov 5, 2021853
-47.02%Dec 23, 2021627Jun 25, 2024116Dec 9, 2024743
-37.22%Jun 1, 2011124Nov 25, 2011398Jun 28, 2013522
-23.78%Jan 4, 201798May 25, 2017248May 21, 2018346
-23.45%Feb 6, 202545Apr 11, 2025OngoingOngoingOngoing
-19.99%Jul 22, 201333Sep 6, 2013278Oct 14, 2014311
-19.97%Dec 30, 2014162Aug 21, 2015150Mar 29, 2016312
-15.62%Mar 31, 201635May 19, 201670Aug 29, 2016105
-14.37%Dec 16, 202416Jan 10, 202517Feb 5, 202533
-11.53%Aug 30, 201611Sep 15, 201611Sep 30, 201622
-10.87%Nov 23, 202115Dec 15, 20212Dec 17, 202117
-9.64%Oct 24, 20167Nov 2, 20166Nov 10, 201613
-8.08%May 2, 20111May 3, 20117May 12, 20118
-6.25%Sep 30, 20163Oct 5, 20166Oct 13, 20169
-5.51%Nov 22, 20165Nov 30, 20166Dec 8, 201611
-4.89%Dec 9, 20145Dec 16, 20141Dec 17, 20146
-4.11%Oct 15, 20145Oct 22, 20144Oct 28, 20149
-4.05%Jun 6, 20184Jun 12, 20185Jun 19, 20189
-3.84%Nov 11, 20163Nov 16, 20162Nov 18, 20165
-3.70%Dec 18, 20141Dec 19, 20142Dec 23, 20143
-3.42%Nov 11, 20214Nov 17, 20214Nov 23, 20218
-3.39%Dec 17, 20211Dec 20, 20212Dec 22, 20213
-3.08%May 30, 20182Jun 1, 20183Jun 6, 20185
-2.89%Oct 31, 201415Nov 21, 20148Dec 4, 201423