Enterprise Financial Services Corp (EFSC) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$12,655
Total Return
26.55%
CAGR
4.82%
Dividends
$1,071.01
Yield on Cost
10.71%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.68% |
| Median | -0.60% |
| Best | +39.90% |
| Worst | -21.67% |
| % of Windows Positive | 46.5% |
1-Year (252 Trading Days)
| Average | +8.11% |
| Median | +2.42% |
| Best | +69.86% |
| Worst | -33.51% |
| % of Windows Positive | 55.8% |
3-Year (756 Trading Days)
| Average | +19.12% |
| Median | +21.38% |
| Best | +51.15% |
| Worst | -20.67% |
| % of Windows Positive | 89.4% |
Risk Metrics
| Maximum Drawdown | -38.99% |
| Average Drawdown | -12.75% |
| Drawdown Duration | 439 Trading Days |
| Sortino Ratio | 0.46 |
| Calmar Ratio | 0.12 |
| CVaR (5%) | -3.85% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.06% (+25.18% ann.) | +$706.34 | $61.11 | $12.22 | $0.10 |
| 2025 | -2.58% | $257.71 | $217.75 | $43.55 | $0.35 |
| 2024 | +28.70% | +$2870.40 | $239.32 | $47.86 | $0.38 |
| 2023 | -7.10% | $710.41 | $205.64 | $41.13 | $0.33 |
| 2022 | +5.61% | +$560.64 | $192.25 | $38.45 | $0.31 |
| 2021 | +36.45% | +$3644.93 | $215.58 | $43.12 | $0.35 |
| 2020 | -26.17% | $2616.67 | $150.41 | $30.08 | $0.24 |
| 2019 | +29.60% | +$2960.38 | $165.49 | $33.10 | $0.26 |
| 2018 | -16.01% | $1601.04 | $104.38 | $20.88 | $0.17 |
| 2017 | +5.88% | +$588.13 | $102.64 | $20.53 | $0.16 |
| 2016 | +53.27% | +$5326.94 | $145.24 | $29.05 | $0.23 |
| 2015 | +44.97% | +$4497.12 | $133.78 | $26.75 | $0.21 |
| 2014 | -2.49% | $248.95 | $104.17 | $20.83 | $0.17 |
| 2013 | +57.86% | +$5785.53 | $161.34 | $32.26 | $0.26 |
| 2012 | -10.44% | $1044.06 | $143.35 | $28.66 | $0.24 |
| 2011 | +43.31% | +$4331.30 | $203.69 | $40.73 | $0.34 |
| 2010 | +38.11% | +$3810.70 | $276.87 | $55.37 | $0.47 |
| 2009 | -48.47% | $4847.43 | $140.01 | $28.01 | $0.24 |
| 2008 | -35.38% | $3538.21 | $89.31 | $17.86 | $0.13 |
| 2007 | -26.41% | $2641.31 | $65.23 | $13.05 | $0.10 |
| 2006 | +44.39% | +$4439.06 | $79.52 | $15.90 | $0.12 |
| 2005 | +23.25% | +$2324.66 | $75.84 | $15.17 | $0.12 |
| 2004 | +32.14% | +$3214.29 | $0.00 | $0.00 | $0.00 |
| 2003 partial | +4.48% (+9.93% ann.) | +$447.76 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | July 15, 2003 – October 9, 2007 | +94.71% | +17.04% | +$9470.60 | $360.10 | $72.02 | $0.54 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -70.40% | -57.76% | $7040.50 | $103.52 | $20.70 | $0.15 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +42.25% | +11.00% | +$4224.59 | $903.19 | $180.63 | $1.51 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +300.44% | +20.12% | +$30043.55 | $2361.17 | $472.22 | $3.78 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.63% | -99.82% | $4262.76 | $39.68 | $7.94 | $0.06 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +6.88% | +11.30% | +$688.20 | $131.64 | $26.33 | $0.21 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +41.95% | +39.42% | +$4194.89 | $218.47 | $43.69 | $0.35 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +11.84% | +12.61% | +$1183.54 | $186.48 | $37.30 | $0.30 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +3.27% | +1.75% | +$326.54 | $391.88 | $78.38 | $0.63 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +13.93% | +8.56% | +$1392.61 | $356.89 | $71.38 | $0.57 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2005-03-15 | $0.0350 | 0.18% |
| 2005-06-14 | $0.0350 | 0.16% |
| 2005-09-14 | $0.0350 | 0.16% |
| 2005-12-14 | $0.0350 | 0.16% |
| 2006-03-13 | $0.0450 | 0.17% |
| 2006-06-13 | $0.0450 | 0.18% |
| 2006-09-13 | $0.0450 | 0.15% |
| 2006-12-13 | $0.0450 | 0.15% |
| 2007-03-13 | $0.0530 | 0.18% |
| 2007-06-13 | $0.0530 | 0.21% |
| 2007-09-12 | $0.0530 | 0.23% |
| 2007-12-12 | $0.0530 | 0.23% |
| 2008-03-13 | $0.0530 | 0.25% |
| 2008-06-12 | $0.0530 | 0.27% |
| 2008-09-11 | $0.0530 | 0.27% |
| 2008-12-15 | $0.0530 | 0.37% |
| 2009-03-13 | $0.0530 | 0.55% |
| 2009-06-12 | $0.0530 | 0.59% |
| 2009-09-11 | $0.0530 | 0.48% |
| 2009-12-15 | $0.0530 | 0.68% |
| 2010-03-11 | $0.0530 | 0.56% |
| 2010-06-14 | $0.0530 | 0.54% |
| 2010-09-13 | $0.0530 | 0.65% |
| 2010-12-15 | $0.0530 | 0.50% |
| 2011-03-11 | $0.0530 | 0.42% |
| 2011-06-13 | $0.0530 | 0.42% |
| 2011-09-13 | $0.0530 | 0.39% |
| 2011-12-13 | $0.0530 | 0.37% |
| 2012-03-13 | $0.0530 | 0.45% |
| 2012-06-13 | $0.0530 | 0.49% |
| 2012-09-12 | $0.0530 | 0.42% |
| 2012-12-12 | $0.0520 | 0.39% |
| 2013-03-13 | $0.0520 | 0.36% |
| 2013-06-12 | $0.0520 | 0.33% |
| 2013-09-11 | $0.0530 | 0.32% |
| 2013-12-12 | $0.0530 | 0.28% |
| 2014-03-12 | $0.0530 | 0.27% |
| 2014-06-11 | $0.0530 | 0.29% |
| 2014-09-11 | $0.0530 | 0.30% |
| 2014-12-11 | $0.0530 | 0.28% |
| 2015-03-11 | $0.0530 | 0.27% |
| 2015-06-11 | $0.0600 | 0.27% |
| 2015-09-11 | $0.0700 | 0.29% |
| 2015-12-11 | $0.0800 | 0.28% |
| 2016-03-11 | $0.0900 | 0.32% |
| 2016-06-13 | $0.1000 | 0.36% |
| 2016-09-13 | $0.1100 | 0.35% |
| 2016-12-13 | $0.1100 | 0.27% |
| 2017-03-13 | $0.1100 | 0.25% |
| 2017-06-13 | $0.1100 | 0.26% |
| 2017-09-14 | $0.1100 | 0.28% |
| 2017-12-14 | $0.1100 | 0.25% |
| 2018-03-14 | $0.1100 | 0.22% |
| 2018-06-14 | $0.1100 | 0.20% |
| 2018-09-13 | $0.1200 | 0.22% |
| 2018-12-13 | $0.1300 | 0.31% |
| 2019-03-14 | $0.1400 | 0.32% |
| 2019-06-13 | $0.1500 | 0.37% |
| 2019-09-12 | $0.1600 | 0.39% |
| 2019-12-13 | $0.1700 | 0.37% |
| 2020-03-13 | $0.1800 | 0.67% |
| 2020-06-12 | $0.1800 | 0.60% |
| 2020-09-14 | $0.1800 | 0.62% |
| 2020-12-14 | $0.1800 | 0.51% |
| 2021-03-12 | $0.1800 | 0.36% |
| 2021-06-14 | $0.1800 | 0.37% |
| 2021-09-14 | $0.1900 | 0.43% |
| 2021-12-14 | $0.2000 | 0.42% |
| 2022-03-14 | $0.2100 | 0.43% |
| 2022-06-14 | $0.2200 | 0.52% |
| 2022-09-14 | $0.2300 | 0.50% |
| 2022-12-14 | $0.2400 | 0.50% |
| 2023-03-14 | $0.2500 | 0.54% |
| 2023-06-14 | $0.2500 | 0.58% |
| 2023-09-14 | $0.2500 | 0.65% |
| 2023-12-14 | $0.2500 | 0.56% |
| 2024-03-14 | $0.2500 | 0.64% |
| 2024-06-14 | $0.2600 | 0.68% |
| 2024-09-16 | $0.2700 | 0.52% |
| 2024-12-16 | $0.2800 | 0.47% |
| 2025-03-14 | $0.2900 | 0.53% |
| 2025-06-16 | $0.3000 | 0.57% |
| 2025-09-15 | $0.3100 | 0.51% |
| 2025-12-15 | $0.3200 | 0.56% |
| 2026-03-13 | $0.3300 | 0.61% |
| Total | 85 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $36.37 | $7.27 | $0.06 | 0.6050 |
| 2021-09-14 | $38.51 | $7.70 | $0.06 | 0.7133 |
| 2021-12-14 | $40.68 | $8.13 | $0.07 | 0.6837 |
| 2022-03-14 | $42.85 | $8.57 | $0.07 | 0.6967 |
| 2022-06-14 | $45.05 | $9.01 | $0.07 | 0.8537 |
| 2022-09-14 | $47.29 | $9.46 | $0.07 | 0.8235 |
| 2022-12-14 | $49.55 | $9.91 | $0.08 | 0.8358 |
| 2023-03-14 | $51.82 | $10.36 | $0.08 | 0.8704 |
| 2023-06-14 | $52.03 | $10.41 | $0.08 | 0.9873 |
| 2023-09-14 | $52.28 | $10.46 | $0.08 | 1.0665 |
| 2023-12-14 | $52.55 | $10.51 | $0.08 | 0.9373 |
| 2024-03-14 | $52.78 | $10.56 | $0.08 | 1.1217 |
| 2024-06-14 | $55.19 | $11.04 | $0.09 | 1.1703 |
| 2024-09-16 | $57.62 | $11.52 | $0.09 | 0.8972 |
| 2024-12-16 | $60.01 | $12.00 | $0.10 | 0.8027 |
| 2025-03-14 | $62.39 | $12.48 | $0.10 | 0.8922 |
| 2025-06-16 | $64.80 | $12.96 | $0.10 | 0.9971 |
| 2025-09-15 | $67.27 | $13.45 | $0.11 | 0.9002 |
| 2025-12-15 | $69.73 | $13.95 | $0.11 | 0.9812 |
| 2026-03-13 | $72.24 | $14.45 | $0.12 | 1.0814 |
| Total | $1071.01 | $214.20 | $1.71 | 17.9171 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.