Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFCAX (EMERALD INSIGHTS FUND CLASS A) | NA | 31.60% | 30.39% | 16.11% | 16.08% | NA | NA | … | … |
Data as of 10/13/2025, Common starting date is 08/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFCAX (EMERALD INSIGHTS FUND CLASS A) | 08/04/2014 | 10/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.60 | 30.39 | 16.11 | 16.08 | NA | NA | … | … | 28.75 | 25.32 | 40.81 | -31.07 | 23.06 | 49.69 | 36.24 | -9.77 | 22.55 | 3.44 | -0.49 | 2.10 |
| Sharpe Ratio | NA | 1.12 | 1.23 | 0.58 | 0.63 | NA | NA | … | … | 1.27 | 1.18 | 2.17 | -0.98 | 1.10 | 1.37 | 2.02 | -0.49 | 2.09 | 0.17 | -0.03 | 0.30 |
| Standard Deviation(%) | NA | 26.19 | 21.96 | 24.00 | 23.27 | NA | NA | … | … | 27.99 | 18.40 | 17.26 | 33.19 | 20.93 | 35.88 | 17.25 | 22.63 | 10.51 | 18.84 | 17.72 | 16.93 |
| Draw Down(%) | NA | 27.60 | 27.60 | 38.32 | 38.32 | NA | NA | … | … | 27.60 | 12.96 | 14.52 | 33.59 | 11.93 | 34.19 | 9.62 | 29.93 | 6.07 | 20.47 | 15.60 | 12.44 |
| Yield(%) | 0.00 | 10.69 | 6.00 | 8.54 | 9.59 | 6.58 | 4.93 | … | … | 9.83 | 0.80 | 0.00 | 3.51 | 16.89 | 12.64 | 0.05 | 19.38 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/13/2025, Common starting date is 08/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFCAX (EMERALD INSIGHTS FUND CLASS A) |
1.83%
Apr 2021 – Apr 2024 |
3.10%
Mar 2015 – Mar 2020 |
10.82%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFCAX (EMERALD INSIGHTS FUND CLASS A) |
35.90%
Dec 2018 – Dec 2021 |
24.92%
Oct 2016 – Oct 2021 |
16.37%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart