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ENFN vs. XLF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ENFN and XLF is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

ENFN vs. XLF

Last updated May 30, 2025

Compare and contrast key facts about Enfusion, Inc. (ENFN) and Financial Select Sector SPDR Fund (XLF).

XLF is a passively managed fund by State Street that tracks the performance of the Financial Select Sector Index. It was launched on Dec 16, 1998.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ENFN or XLF.

Performance

ENFN vs. XLF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Enfusion, Inc. (ENFN) and Financial Select Sector SPDR Fund (XLF). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

ENFN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

XLF

YTD

5.60%

1M

4.48%

6M

-0.01%

1Y

26.51%

3Y*

14.73%

5Y*

18.98%

10Y*

14.34%

*Annualized

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Enfusion, Inc.

Financial Select Sector SPDR Fund

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

ENFN vs. XLF — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ENFN
The Risk-Adjusted Performance Rank of ENFN is 6767
Overall Rank
The Sharpe Ratio Rank of ENFN is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of ENFN is 6565
Sortino Ratio Rank
The Omega Ratio Rank of ENFN is 6363
Omega Ratio Rank
The Calmar Ratio Rank of ENFN is 6464
Calmar Ratio Rank
The Martin Ratio Rank of ENFN is 7373
Martin Ratio Rank
XLF
The Risk-Adjusted Performance Rank of XLF is 8686
Overall Rank
The Sharpe Ratio Rank of XLF is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of XLF is 8484
Sortino Ratio Rank
The Omega Ratio Rank of XLF is 8585
Omega Ratio Rank
The Calmar Ratio Rank of XLF is 8888
Calmar Ratio Rank
The Martin Ratio Rank of XLF is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ENFN vs. XLF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Enfusion, Inc. (ENFN) and Financial Select Sector SPDR Fund (XLF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

ENFN vs. XLF - Dividend Comparison

ENFN has not paid dividends to shareholders, while XLF's dividend yield for the trailing twelve months is around 1.40%.

TTM20242023202220212020201920182017201620152014
ENFN
Enfusion, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XLF
Financial Select Sector SPDR Fund		1.40%1.42%1.71%2.04%1.63%2.03%1.86%2.09%1.48%1.63%2.40%1.98%

Drawdowns

ENFN vs. XLF - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

ENFN vs. XLF - Volatility Comparison

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