Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELCSX (EMERALD SMALL CAP VALUE FUND CLASS C) | NA | 92.98% | 0.54% | 7.77% | 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 |
|---|---|---|
| ELCSX (EMERALD SMALL CAP VALUE FUND CLASS C) | 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 (%) | -0.14 | 92.98 | 0.54 | 7.77 | NA | NA | NA | … | … | 0.33 | 4.42 | 24.75 | -20.38 | 12.72 | 23.44 | -6.39 |
| Sharpe Ratio | NA | 2.76 | -0.01 | 0.28 | NA | NA | NA | … | … | 0.20 | 0.09 | 1.44 | -1.31 | 0.96 | 1.30 | -0.69 |
| Standard Deviation(%) | NA | 33.62 | 29.40 | 24.48 | NA | NA | NA | … | … | 7.81 | 45.71 | 16.17 | 16.52 | 12.67 | 17.82 | 17.79 |
| Draw Down(%) | NA | 13.79 | 53.67 | 53.67 | NA | NA | NA | … | … | 3.22 | 49.47 | 11.20 | 31.73 | 5.65 | 14.95 | 12.29 |
| Yield(%) | 0.00 | 21.31 | 9.50 | 16.94 | 7.95 | 5.30 | 3.98 | … | … | 11.05 | 0.00 | 0.00 | 20.50 | 49.33 | 0.00 | 2.90 |
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 |
|---|---|---|---|---|
| ELCSX (EMERALD SMALL CAP VALUE FUND CLASS C) |
-12.46%
Mar 2017 – Mar 2020 |
0.23%
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 |
|---|---|---|---|---|
| ELCSX (EMERALD SMALL CAP VALUE FUND CLASS C) |
13.87%
Aug 2015 – Aug 2018 |
9.49%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart