Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFCIX (EMERALD INSIGHTS FUND INSTITUTIONAL CLASS) | 26.67% | 77.28% | 36.22% | 17.82% | 20.40% | NA | NA | … | … |
Data as of 05/29/2026, Common starting date is 08/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFCIX (EMERALD INSIGHTS FUND INSTITUTIONAL CLASS) | 08/04/2014 | 05/29/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 77.28 | 36.22 | 17.82 | 20.40 | NA | NA | … | … | 26.67 | 16.94 | 24.84 | 41.17 | -33.72 | 6.94 | 37.34 | 36.66 | -9.44 | 22.89 | 3.83 | -0.29 | 2.10 |
| Sharpe Ratio | NA | 3.33 | 1.46 | 0.63 | 0.80 | NA | NA | … | … | 2.86 | 0.50 | 0.99 | 2.16 | -1.06 | 0.26 | 1.00 | 2.04 | -0.48 | 2.12 | 0.19 | -0.02 | 0.31 |
| Standard Deviation(%) | NA | 22.74 | 22.63 | 24.49 | 23.62 | NA | NA | … | … | 27.10 | 31.77 | 18.53 | 17.24 | 33.15 | 26.16 | 36.90 | 17.30 | 22.66 | 10.54 | 18.81 | 17.66 | 16.90 |
| Draw Down(%) | NA | 12.49 | 27.58 | 38.10 | 38.10 | NA | NA | … | … | 12.49 | 27.58 | 12.92 | 14.47 | 36.17 | 23.67 | 34.15 | 9.54 | 29.85 | 6.03 | 20.33 | 15.58 | 12.36 |
| Yield(%) | 0.00 | 18.24 | 8.91 | 7.41 | 11.75 | 7.82 | 5.86 | … | … | 0.00 | 17.87 | 0.77 | 0.00 | 3.41 | 16.51 | 12.41 | 0.05 | 19.20 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/29/2026, 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 |
|---|---|---|---|---|
| EFCIX (EMERALD INSIGHTS FUND INSTITUTIONAL CLASS) |
2.13%
Apr 2021 – Apr 2024 |
3.40%
Mar 2015 – Mar 2020 |
11.14%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFCIX (EMERALD INSIGHTS FUND INSTITUTIONAL CLASS) |
36.41%
Apr 2023 – Apr 2026 |
25.28%
Oct 2016 – Oct 2021 |
20.11%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart