Performance analysis of Enterprise Financial Services (EFSCP)
Annual Return
Over the past 3 years, EFSCP has had an average annual return of +16.89%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Nov 11, 2021, EFSCP has had an average annual return of +1.95%, underperforming the benchmark SPY, which returned +12.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.88% | +4.54% | +23.77% | +8.20% | -30.37% | +4.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.80% | +1.04% | -3.81% | +3.60% | +1.85% | -3.61% | +4.14% | +7.88% | |||||
| 2025 | -0.38% | +0.78% | -3.89% | -3.39% | +9.15% | +1.28% | +1.68% | +3.96% | +0.44% | -1.95% | -3.40% | +0.88% | +4.54% |
| 2024 | +3.58% | +1.97% | +10.20% | +0.87% | +0.41% | -0.35% | -2.13% | +5.83% | +5.38% | -1.49% | +1.53% | -3.50% | +23.77% |
| 2023 | +15.94% | +0.83% | -17.19% | +1.77% | -4.44% | +0.26% | +2.27% | +1.46% | -1.59% | -9.19% | +10.89% | +11.47% | +8.20% |
| 2022 | -3.84% | -7.10% | -3.28% | -1.78% | -3.57% | -8.89% | +13.17% | -4.35% | -10.07% | -0.11% | -2.54% | -1.45% | -30.37% |
| 2021 | +0.88% | +3.17% | +4.08% |
Drawdown analysis of Enterprise Financial Services (EFSCP)
The maximum drawdown for the EFSCP was -40.27%, occurring on May 4, 2023. Recovery took 365 trading sessions.
The current EFSCP drawdown is -4.10%.
Since Nov 11, 2021 EFSCP has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.27% | Dec 30, 2021 | 337 | May 4, 2023 | 365 | Oct 16, 2024 | 702 |
| -19.59% | Oct 18, 2024 | 120 | Apr 14, 2025 | 100 | Sep 8, 2025 | 220 |
| -11.03% | Sep 16, 2025 | 50 | Nov 25, 2025 | 29 | Jan 8, 2026 | 79 |
| -7.91% | May 14, 2026 | 30 | Jun 29, 2026 | Ongoing | Ongoing | Ongoing |
| -6.70% | Mar 4, 2026 | 24 | Apr 8, 2026 | 21 | May 7, 2026 | 45 |
| -3.17% | Jan 8, 2026 | 22 | Feb 10, 2026 | 15 | Mar 4, 2026 | 37 |
| -2.74% | Nov 22, 2021 | 11 | Dec 8, 2021 | 8 | Dec 20, 2021 | 19 |
| -2.63% | Sep 8, 2025 | 2 | Sep 10, 2025 | 4 | Sep 16, 2025 | 6 |
| -2.05% | Dec 20, 2021 | 1 | Dec 21, 2021 | 3 | Dec 27, 2021 | 4 |
| -2.01% | May 8, 2026 | 1 | May 11, 2026 | 3 | May 14, 2026 | 4 |
| -0.08% | Nov 15, 2021 | 1 | Nov 16, 2021 | 2 | Nov 18, 2021 | 3 |