Performance analysis of Eagle Financial Services (EFSI)
Annual Return
Over the past 3 years, EFSI has had an average annual return of +14.17%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, EFSI has had an average annual return of +7.67%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, EFSI has had an average annual return of +9.64%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jan 4, 2016, EFSI has had an average annual return of +9.40%, underperforming the benchmark SPY, which returned +15.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.07% | +13.43% | +26.12% | -13.43% | +7.13% | +21.45% | -1.35% | +3.48% | -0.40% | +28.08% | +15.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.73% | -8.66% | +0.78% | +7.72% | +5.63% | +5.07% | +0.12% | +6.07% | |||||
| 2025 | -0.41% | -9.02% | +0.27% | -8.41% | +5.95% | -2.76% | +7.81% | +14.45% | +1.07% | -4.28% | +4.66% | +5.92% | +13.43% |
| 2024 | -0.06% | +1.07% | -0.49% | -6.20% | +8.25% | +9.97% | +2.72% | -1.74% | -1.82% | +1.05% | +9.45% | +2.53% | +26.12% |
| 2023 | -0.42% | -0.00511% | -4.34% | -0.61% | -4.91% | -4.09% | +3.93% | +1.90% | -0.31% | -2.85% | -0.64% | -1.61% | -13.43% |
| 2022 | +0.87% | +3.83% | -1.53% | -0.76% | +1.72% | -0.17% | +1.58% | +3.52% | -0.13% | -1.14% | +3.57% | -4.13% | +7.13% |
| 2021 | -3.05% | +6.40% | +6.10% | +5.57% | +0.11% | +1.67% | -0.29% | +2.30% | -0.87% | +2.31% | +3.63% | -3.67% | +21.45% |
| 2020 | +3.89% | +0.78% | -25.86% | +12.30% | +1.54% | -4.78% | +3.89% | -1.32% | -3.45% | +2.22% | +9.21% | +5.93% | -1.35% |
| 2019 | +2.42% | +4.60% | -7.28% | +3.27% | +1.76% | -2.67% | -1.36% | -1.72% | -0.97% | +4.37% | +1.97% | -0.32% | +3.48% |
| 2018 | -1.25% | +2.96% | +1.54% | +0.71% | +3.96% | +5.55% | +2.92% | +0.43% | +0.92% | -11.39% | +0.57% | -6.09% | -0.40% |
| 2017 | +0.97% | +6.66% | +3.27% | +4.65% | +2.37% | +3.47% | -3.94% | -1.68% | -0.17% | +5.91% | +2.40% | +1.59% | +28.08% |
Drawdown analysis of Eagle Financial Services (EFSI)
The maximum drawdown for the EFSI was -36.45%, occurring on Mar 25, 2020. Recovery took 309 trading sessions.
The current EFSI drawdown is -3.76%.
Since Jan 4, 2016 EFSI has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.45% | Jul 24, 2018 | 418 | Mar 25, 2020 | 309 | Jun 16, 2021 | 727 |
| -23.07% | Nov 14, 2022 | 366 | May 1, 2024 | 146 | Nov 27, 2024 | 512 |
| -21.24% | Dec 18, 2025 | 62 | Mar 20, 2026 | 52 | Jun 4, 2026 | 114 |
| -19.17% | Feb 3, 2025 | 96 | Jun 23, 2025 | 43 | Aug 22, 2025 | 139 |
| -12.14% | Jun 19, 2017 | 67 | Sep 22, 2017 | 102 | Feb 20, 2018 | 169 |
| -11.78% | Sep 23, 2025 | 41 | Nov 19, 2025 | 14 | Dec 10, 2025 | 55 |
| -6.77% | Jun 12, 2026 | 17 | Jul 9, 2026 | Ongoing | Ongoing | Ongoing |
| -5.29% | Aug 19, 2022 | 33 | Oct 6, 2022 | 27 | Nov 14, 2022 | 60 |
| -4.86% | Dec 7, 2016 | 5 | Dec 14, 2016 | 14 | Jan 5, 2017 | 19 |
| -4.79% | Jan 11, 2016 | 2 | Jan 13, 2016 | 41 | Mar 14, 2016 | 43 |
| -4.78% | Mar 14, 2016 | 74 | Jun 28, 2016 | 38 | Aug 22, 2016 | 112 |
| -4.66% | Aug 3, 2022 | 1 | Aug 4, 2022 | 3 | Aug 9, 2022 | 4 |
| -3.92% | Nov 30, 2021 | 16 | Dec 22, 2021 | 40 | Feb 18, 2022 | 56 |
| -3.73% | Jan 23, 2017 | 6 | Jan 31, 2017 | 3 | Feb 3, 2017 | 9 |
| -3.44% | Aug 24, 2021 | 35 | Oct 13, 2021 | 9 | Oct 26, 2021 | 44 |
| -3.38% | Jul 9, 2018 | 9 | Jul 20, 2018 | 2 | Jul 24, 2018 | 11 |
| -3.28% | Feb 24, 2022 | 42 | Apr 26, 2022 | 16 | May 18, 2022 | 58 |
| -2.94% | May 18, 2022 | 45 | Jul 25, 2022 | 7 | Aug 3, 2022 | 52 |
| -2.90% | Feb 20, 2018 | 16 | Mar 14, 2018 | 11 | Mar 29, 2018 | 27 |
| -2.72% | Jun 16, 2021 | 15 | Jul 8, 2021 | 33 | Aug 24, 2021 | 48 |
| -2.68% | Feb 27, 2017 | 5 | Mar 6, 2017 | 6 | Mar 14, 2017 | 11 |
| -2.42% | Jan 9, 2017 | 3 | Jan 12, 2017 | 4 | Jan 19, 2017 | 7 |
| -2.35% | Aug 29, 2025 | 1 | Sep 2, 2025 | 12 | Sep 18, 2025 | 13 |
| -2.12% | Jan 6, 2016 | 1 | Jan 7, 2016 | 2 | Jan 11, 2016 | 3 |
| -2.07% | Aug 22, 2016 | 33 | Oct 7, 2016 | 15 | Oct 28, 2016 | 48 |