Performance analysis of Enterprise Financial Services (EFSC)
Annual Return
Over the past 3 years, EFSC has had an average annual return of +15.28%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EFSC has had an average annual return of +6.39%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, EFSC has had an average annual return of +9.70%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 15, 2003, EFSC has had an average annual return of +8.36%, underperforming the benchmark SPY, which returned +11.25% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.22% | -2.15% | +29.31% | -6.67% | +6.02% | +36.89% | -25.83% | +29.98% | -15.85% | +6.11% | +53.67% | +45.29% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -2.27% | +58.27% | -10.14% | +43.76% | +38.69% | -48.24% | -35.23% | -26.29% | +44.58% | +23.41% | +32.15% | +4.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.21% | -0.44% | -4.65% | +6.86% | +4.83% | +0.25% | +13.22% | ||||||
| 2025 | +6.10% | -1.27% | -8.57% | -3.20% | +1.77% | +4.68% | +0.16% | +10.96% | -4.83% | -9.67% | +4.28% | -0.56% | -2.15% |
| 2024 | -6.76% | -4.11% | +2.28% | -6.29% | +1.79% | +6.47% | +29.24% | +0.08% | -2.61% | +2.85% | +14.93% | -6.48% | +29.31% |
| 2023 | +8.90% | +2.14% | -17.69% | -4.10% | -5.01% | -3.17% | +4.86% | -5.59% | -2.51% | -7.28% | +12.77% | +14.51% | -6.67% |
| 2022 | +5.20% | -0.20% | -3.90% | -6.64% | +4.84% | -9.92% | +13.33% | -2.78% | -3.19% | +21.41% | -2.11% | -5.98% | +6.02% |
| 2021 | +1.03% | +21.78% | +15.38% | -0.63% | +0.57% | -5.76% | -3.92% | +0.76% | +1.27% | +3.84% | -1.38% | +1.98% | +36.89% |
| 2020 | -9.75% | -12.04% | -26.63% | +10.14% | -4.46% | +6.57% | -6.62% | +2.93% | -8.27% | +6.75% | +16.83% | +3.28% | -25.83% |
| 2019 | +17.27% | +2.38% | -9.47% | +4.34% | -7.87% | +6.54% | +0.19% | -5.42% | +3.77% | +7.48% | +3.20% | +7.06% | +29.98% |
| 2018 | +7.75% | -3.70% | +0.33% | +8.42% | +7.38% | -0.99% | +4.26% | +0.09% | -5.56% | -18.10% | +2.85% | -15.53% | -15.85% |
| 2017 | -3.14% | +5.52% | -3.29% | -0.35% | -5.09% | +2.01% | -3.07% | -3.41% | +11.18% | +2.95% | +3.79% | +0.03% | +6.11% |
Drawdown analysis of Enterprise Financial Services (EFSC)
The maximum drawdown for the EFSC was -77.62%, occurring on Dec 22, 2009. Recovery took 1469 trading sessions.
The current EFSC drawdown is -1.14%.
Since Jul 15, 2003 EFSC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.62% | Oct 30, 2006 | 792 | Dec 22, 2009 | 1469 | Oct 23, 2015 | 2261 |
| -57.20% | Jul 26, 2018 | 453 | May 14, 2020 | 684 | Feb 1, 2023 | 1137 |
| -38.77% | Feb 7, 2023 | 179 | Oct 24, 2023 | 189 | Jul 26, 2024 | 368 |
| -25.04% | Feb 6, 2025 | 45 | Apr 11, 2025 | 94 | Aug 27, 2025 | 139 |
| -24.19% | Jul 11, 2005 | 66 | Oct 12, 2005 | 85 | Feb 14, 2006 | 151 |
| -19.79% | Feb 22, 2017 | 137 | Sep 7, 2017 | 58 | Nov 29, 2017 | 195 |
| -16.31% | Nov 10, 2015 | 101 | Apr 7, 2016 | 84 | Aug 5, 2016 | 185 |
| -15.27% | Aug 27, 2025 | 57 | Nov 17, 2025 | 61 | Feb 17, 2026 | 118 |
| -14.01% | Feb 20, 2026 | 18 | Mar 18, 2026 | 47 | May 26, 2026 | 65 |
| -12.67% | Apr 5, 2006 | 17 | May 1, 2006 | 75 | Aug 16, 2006 | 92 |
| -12.43% | Feb 8, 2005 | 11 | Feb 24, 2005 | 70 | Jun 6, 2005 | 81 |
| -11.54% | Jul 26, 2024 | 11 | Aug 12, 2024 | 47 | Oct 17, 2024 | 58 |
| -11.48% | Nov 25, 2024 | 30 | Jan 10, 2025 | 17 | Feb 5, 2025 | 47 |
| -11.21% | Dec 29, 2016 | 13 | Jan 19, 2017 | 17 | Feb 13, 2017 | 30 |
| -10.00% | Apr 27, 2004 | 3 | Apr 30, 2004 | 25 | Jun 7, 2004 | 28 |
| -8.20% | Jun 7, 2004 | 4 | Jun 14, 2004 | 98 | Nov 1, 2004 | 102 |
| -7.07% | Dec 14, 2004 | 2 | Dec 16, 2004 | 36 | Feb 8, 2005 | 38 |
| -6.74% | Dec 18, 2003 | 15 | Jan 12, 2004 | 69 | Apr 21, 2004 | 84 |
| -6.68% | Sep 20, 2006 | 2 | Sep 22, 2006 | 9 | Oct 5, 2006 | 11 |
| -6.54% | Mar 9, 2018 | 10 | Mar 23, 2018 | 21 | Apr 24, 2018 | 31 |
| -5.56% | Sep 26, 2003 | 3 | Oct 1, 2003 | 35 | Nov 19, 2003 | 38 |
| -5.49% | Jan 24, 2018 | 11 | Feb 8, 2018 | 20 | Mar 9, 2018 | 31 |
| -5.38% | Nov 6, 2024 | 1 | Nov 7, 2024 | 12 | Nov 25, 2024 | 13 |
| -5.32% | Nov 29, 2017 | 11 | Dec 14, 2017 | 17 | Jan 10, 2018 | 28 |
| -5.26% | Jun 28, 2005 | 1 | Jun 29, 2005 | 3 | Jul 5, 2005 | 4 |