Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMCAX (EMPIRIC 2500 FUND EMPIRIC 2500 FUND CLASS A) | 12.65% | 18.02% | 13.55% | 4.58% | 10.89% | 8.68% | 6.91% | … | … |
Data as of 06/03/2026, Common starting date is 12/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMCAX (EMPIRIC 2500 FUND EMPIRIC 2500 FUND CLASS A) | 12/26/1995 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.33 | 18.02 | 13.55 | 4.58 | 10.89 | 8.68 | 6.91 | … | … | 12.65 | 2.37 | 13.89 | 12.43 | -16.06 | 16.07 | 27.82 | 19.10 | -4.64 | 21.82 | 11.30 | -13.45 | 6.66 | 43.17 | 10.96 | -9.88 | -0.07 | 28.05 | -35.13 | 15.52 | 11.04 | 12.20 | 17.63 | 72.20 | -18.55 | 20.54 | 17.74 | -22.17 | -3.06 | 45.48 | 21.45 | -0.10 |
| Sharpe Ratio | NA | 0.96 | 0.65 | 0.08 | 0.45 | NA | NA | … | … | 1.45 | -0.03 | 0.72 | 0.63 | -0.68 | 0.81 | 0.74 | 1.11 | -0.32 | 1.87 | 0.61 | -0.73 | 0.41 | 3.08 | 0.85 | -0.48 | -0.01 | 1.04 | -1.07 | 0.72 | 0.50 | 0.85 | 1.16 | 3.74 | -0.89 | 0.91 | 0.68 | -1.70 | -0.28 | 2.41 | 1.19 | -1.06 |
| Standard Deviation(%) | NA | 14.12 | 15.50 | 18.16 | 20.32 | NA | NA | … | … | 16.95 | 17.55 | 14.27 | 14.10 | 25.78 | 19.73 | 37.08 | 15.93 | 18.96 | 11.34 | 18.19 | 18.50 | 16.25 | 14.01 | 13.01 | 20.48 | 20.66 | 26.99 | 33.66 | 17.32 | 15.26 | 11.75 | 14.34 | 19.14 | 22.21 | 20.32 | 19.93 | 15.04 | 23.33 | 17.26 | 14.79 | 10.90 |
| Draw Down(%) | NA | 8.60 | 19.19 | 30.60 | 42.79 | NA | NA | … | … | 8.60 | 16.74 | 6.94 | 11.14 | 26.87 | 10.05 | 40.60 | 10.81 | 27.02 | 6.39 | 16.51 | 20.81 | 10.98 | 5.35 | 9.66 | 26.18 | 23.24 | 25.38 | 47.23 | 12.32 | 16.47 | 8.92 | 13.18 | 14.86 | 32.54 | 23.32 | 10.88 | 27.62 | 47.27 | 12.57 | 12.66 | 0.80 |
| Yield(%) | 0.00 | 0.14 | 0.11 | 0.16 | 1.52 | 2.80 | 3.11 | … | … | 0.00 | 0.14 | 0.14 | 0.00 | 0.00 | 0.60 | 8.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.04 | 12.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 21.77 | 4.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.36 | 0.00 | 0.10 |
Data as of 06/03/2026, Common starting date is 12/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMCAX (EMPIRIC 2500 FUND EMPIRIC 2500 FUND CLASS A) |
-12.73%
Feb 2006 – Feb 2009 |
-8.01%
Mar 1998 – Mar 2003 |
1.84%
Jan 2006 – Jan 2016 |
3.76%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMCAX (EMPIRIC 2500 FUND EMPIRIC 2500 FUND CLASS A) |
37.50%
Mar 2003 – Mar 2006 |
24.51%
Oct 2002 – Oct 2007 |
14.60%
Jan 1996 – Jan 2006 |
11.07%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart