Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFCCX (EMERALD INSIGHTS FUND CLASS C) | NA | 31.24% | 29.73% | 15.46% | 15.36% | NA | NA | … | … |
Data as of 10/13/2025, Common starting date is 08/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFCCX (EMERALD INSIGHTS FUND CLASS C) | 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 | 31.24 | 29.73 | 15.46 | 15.36 | NA | NA | … | … | 16.21 | 23.90 | 39.96 | -34.71 | 4.37 | 35.02 | 35.42 | -10.35 | 21.80 | 2.69 | -1.18 | 1.70 |
| Sharpe Ratio | NA | 0.59 | 0.97 | 0.45 | 0.54 | NA | NA | … | … | 0.61 | 0.93 | 2.10 | -1.09 | 0.16 | 0.93 | 1.97 | -0.52 | 2.01 | 0.13 | -0.07 | 0.25 |
| Standard Deviation(%) | NA | 27.98 | 22.67 | 24.39 | 23.47 | NA | NA | … | … | 30.13 | 18.60 | 17.19 | 33.24 | 27.06 | 37.09 | 17.25 | 22.67 | 10.58 | 18.85 | 17.63 | 16.97 |
| Draw Down(%) | NA | 27.70 | 27.70 | 38.78 | 38.78 | NA | NA | … | … | 27.70 | 13.02 | 14.68 | 37.08 | 24.87 | 34.20 | 9.77 | 30.11 | 6.20 | 20.50 | 15.87 | 12.55 |
| Yield(%) | 0.00 | 11.76 | 6.52 | 8.98 | 9.68 | 6.58 | 4.93 | … | … | 10.81 | 0.87 | 0.00 | 3.78 | 17.88 | 13.23 | 0.06 | 19.85 | 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 |
|---|---|---|---|---|
| EFCCX (EMERALD INSIGHTS FUND CLASS C) |
1.17%
Apr 2021 – Apr 2024 |
2.40%
Mar 2015 – Mar 2020 |
10.11%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFCCX (EMERALD INSIGHTS FUND CLASS C) |
35.00%
Dec 2018 – Dec 2021 |
24.09%
Oct 2016 – Oct 2021 |
15.65%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart