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EntrepreneurShares eVestment Summary Reports
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EntrepreneurShares eVestment Reports Institutional Only
EntrepreneurShares eVestment Reports Institutional Only eVESTMENT REPORTS FOR INSTITUTIONAL USE ONLY
Reports
Reports Reports Contents Main Screen ...............................................................
EntrepreneurShares Pitch Book
Oct 1988 Issue The Journal of Index Investing, Fall 2010 Issue • Construction of passive index tra
EntrepreneurShares Products
EntrepreneurShares Products As of 6.30.2020 ERSHARES ENTREPRENEUR 30 ETF INVESTMENT STRATEGY> The fu
EntrepreneurShares Presentation for Hearst - 05.15.2019
EntrepreneurShares Presentation for Hearst - 05.15.2019 ENTREPRENEURSHARES | 175 Federal St. Suite 8
EntrepreneurShares ETFs Factsheets
EntrepreneurShares ETFs Factsheets As of 6.30.2020 ERSHARES ENTREPRENEUR 30 ETF INVESTMENT STRATEGY>
EntrepreneurShares at a Glance
EntrepreneurShares at a Glance Joel M. Shulman Ph.D., CFA Founder, Managing Director EntrepreneurSha
entrepreneura eVestment Report
entrepreneura eVestment Report entrepreneura : entrepreneura preliminary returns Performance quoted
EntrepreneurShares Factor Analysis
Earnings) ratio is the ratio of a company’s share price to its earnings per share. Earnings before i
EntrepreneurShares Team Biographies
CEO Index launch, as well as the construction of the firm’s first ETF, the ERShares Entrepreneur 30
eVESTMENT SUMMARY REPORTS
FOR INSTITUTIONAL USE ONLY
ENTREPRENEURSHARES | 175 Federal St. Suite 875, Boston MA 02110 | 617 279 0045 | www.ershares.com 1
Capital Impact Advisors LLC
Jan 2010 - Jun 2020
ERShares US Large Cap Pure Strategy
Analysis
Quartile
Risk Analysis
Capital Impact: ERShares US Large Cap Pure Strategy
Universe Rankings: Annualized Returns
Statistic
Russell 1000 Growth
YTD
15.52%
9.81%
40
1 Year Return
22.52%
23.28%
2 Year Return
12.45%
17.27%
20
3 Year Return
18.67%
18.99%
5 Year Return
19.04%
15.89%
0
7 Year Return
21.55%
16.62%
10 Year Return
22.69%
17.23%
-20
Cumulative Return
625.85%
352.80%
Standard Deviation
17.33%
14.29%
Gain Deviation MAR (5%)
14.42%
11.46%
-40
YTD
1 Year
3 Year
5 Year
10 Year
Loss Deviation MAR (5%)
10.48%
8.97%
Sharpe Ratio (FTSE 3 Mo. T-…
1.17
1.04
ERShares US Large Cap Pure Strategy
Russell 1000 Growth
eVestment All US Equity
Background Universe:
Performance Statistics - All Market
Tracking Err
Excess Rtn
Info Ratio
Bench Rtn
Bat A v g
Std De v
Bench Std De v
Benchmark
Alpha
Beta
R^2
Returns
Russell 1000 Growth
4.63%
1.03
0.72
9.11%
5.31%
0.58
20.78%
15.47%
0.59
17.33%
14.29%
Vehicle Type: USA - SA - Composite - ERShares US Large Cap Pure Strategy - Gross of Fees. Displayed in US Dollar (USD). >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12
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