Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFSCP (Enterprise Financial Services Corporation Depositary Shares Each Representing a 1/40th Interest in a Share of 5% Fixed Rate Non-Cumulative Perpetual Preferred Stock Series A) | 6.58% | 12.73% | 16.04% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 11/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFSCP (Enterprise Financial Services Corporation Depositary Shares Each Representing a 1/40th Interest in a Share of 5% Fixed Rate Non-Cumulative Perpetual Preferred Stock Series A) | 11/11/2021 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 12.73 | 16.04 | NA | NA | NA | NA | … | … | 6.58 | 4.65 | 23.84 | 8.28 | -30.28 | 4.08 |
| Sharpe Ratio | NA | 0.38 | 0.57 | NA | NA | NA | NA | … | … | 0.67 | 0.09 | 0.90 | 0.14 | -0.89 | 2.67 |
| Standard Deviation(%) | NA | 19.08 | 21.01 | NA | NA | NA | NA | … | … | 18.51 | 19.89 | 22.55 | 32.61 | 35.68 | 12.92 |
| Draw Down(%) | NA | 11.03 | 19.57 | NA | NA | NA | NA | … | … | 6.70 | 13.77 | 11.08 | 30.57 | 30.57 | 2.75 |
| Yield(%) | 0.00 | 6.62 | 8.00 | 4.59 | 2.29 | 1.53 | 1.15 | … | … | 3.16 | 6.47 | 7.28 | 7.26 | 5.19 | 0.00 |
Data as of 06/17/2026, Common starting date is 11/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFSCP (Enterprise Financial Services Corporation Depositary Shares Each Representing a 1/40th Interest in a Share of 5% Fixed Rate Non-Cumulative Perpetual Preferred Stock Series A) |
-2.22%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFSCP (Enterprise Financial Services Corporation Depositary Shares Each Representing a 1/40th Interest in a Share of 5% Fixed Rate Non-Cumulative Perpetual Preferred Stock Series A) |
17.00%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart