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FFGRX: EMERALD GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 24.52 0.23(0.93%) July 11
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 05/06/2011 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 2.53% |
| Expenses | 1.68% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/06/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 6.1 | 8.5 | 5.9 | -1.0 | 3.0 | 6.8 | 6.1 | 11.1 | -30.4 | -13.7 | 27.4 | 28.3 | -12.2 | 27.7 | 10.5 | 0.9 | 6.8 | 49.8 | 17.4 | -12.6 |
| Sharpe Ratio | NA | 0.33 | 0.0 | 0.15 | -0.11 | 0.06 | 0.23 | -0.02 | 0.34 | -0.98 | -0.46 | 0.66 | 1.47 | -0.61 | 1.99 | 0.49 | 0.04 | 0.34 | 3.11 | 0.89 | -0.48 |
| Draw Down(%) | NA | 28.6 | 34.6 | 34.6 | 53.3 | 53.3 | 53.3 | 14.4 | 19.8 | 36.0 | 29.6 | 41.5 | 13.0 | 30.6 | 6.4 | 19.8 | 16.8 | 20.2 | 5.9 | 15.9 | 30.5 |
| Standard Deviation(%) | NA | 32.3 | 30.5 | 25.6 | 27.4 | 26.1 | 25.2 | 24.5 | 20.6 | 32.4 | 29.7 | 41.0 | 18.3 | 22.1 | 13.6 | 20.9 | 19.2 | 20.2 | 16.0 | 19.7 | 39.0 |
| Treynor Ratio | NA | 0.1 | 0.0 | 0.04 | -0.03 | 0.02 | 0.06 | 0.0 | 0.07 | -0.34 | -0.13 | 0.27 | 0.25 | -0.12 | 0.22 | 0.09 | 0.01 | 0.06 | 0.47 | 0.16 | -0.18 |
| Alpha | NA | 0.05 | -0.04 | -0.02 | -0.03 | -0.02 | -0.01 | -0.04 | -0.03 | -0.02 | -0.07 | -0.02 | -0.02 | -0.02 | 0.0 | 0.0 | 0.02 | 0.01 | 0.03 | -0.01 | -0.01 |
| Beta | NA | 1.08 | 1.14 | 1.02 | 1.02 | 1.04 | 1.05 | 1.18 | 0.98 | 0.93 | 1.09 | 1.0 | 1.09 | 1.12 | 1.26 | 1.15 | 1.15 | 1.22 | 1.05 | 1.11 | 1.02 |
| RSquared | NA | 0.93 | 0.87 | 0.85 | 0.81 | 0.85 | 0.87 | 0.83 | 0.86 | 0.89 | 0.64 | 0.86 | 0.89 | 0.95 | 0.91 | 0.92 | 0.91 | 0.9 | 0.89 | 0.93 | 0.98 |
| Yield(%) | N/A | 0.0 | 1.6 | 1.0 | 0.5 | 1.8 | N/A | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 1.8 | 9.3 | 0.0 | 0.0 | 2.5 | 7.1 | 11.3 | 13.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 44.7 | 62.0 | -81.4 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -84.6 | N/A | N/A | -100.0 | -65.1 | -16.6 | -13.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2011
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