Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELASX (EMERALD SMALL CAP VALUE FUND CLASS A) | NA | 94.08% | 1.18% | 8.48% | NA | NA | NA | … | … |
Data as of 03/19/2021, Common starting date is 06/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELASX (EMERALD SMALL CAP VALUE FUND CLASS A) | 06/30/2015 | 03/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 94.08 | 1.18 | 8.48 | NA | NA | NA | … | … | 0.45 | 5.10 | 25.60 | -19.92 | 13.51 | 24.34 | -6.09 |
| Sharpe Ratio | NA | 2.80 | 0.01 | 0.31 | NA | NA | NA | … | … | 0.28 | 0.11 | 1.50 | -1.28 | 1.02 | 1.34 | -0.66 |
| Standard Deviation(%) | NA | 33.60 | 29.41 | 24.50 | NA | NA | NA | … | … | 7.74 | 45.72 | 16.14 | 16.56 | 12.72 | 17.87 | 17.75 |
| Draw Down(%) | NA | 13.63 | 53.20 | 53.20 | NA | NA | NA | … | … | 3.15 | 49.43 | 11.08 | 31.44 | 5.48 | 14.85 | 12.15 |
| Yield(%) | 0.00 | 20.21 | 9.23 | 16.89 | 7.97 | 5.31 | 3.98 | … | … | 10.44 | 0.00 | 0.00 | 19.95 | 48.90 | 0.00 | 3.05 |
Data as of 03/19/2021, Common starting date is 06/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELASX (EMERALD SMALL CAP VALUE FUND CLASS A) |
-11.88%
Mar 2017 – Mar 2020 |
0.90%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELASX (EMERALD SMALL CAP VALUE FUND CLASS A) |
14.64%
Aug 2015 – Aug 2018 |
10.20%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart