Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFBFX (EMERALD BANKING AND FINANCE FUND INVESTOR CLASS) | -4.12% | 8.40% | 17.86% | -7.69% | 3.13% | 7.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFBFX (EMERALD BANKING AND FINANCE FUND INVESTOR CLASS) | 03/18/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 8.40 | 17.86 | -7.69 | 3.13 | 7.23 | NA | … | … | -4.12 | 12.03 | 16.34 | 15.56 | -55.88 | 34.66 | 11.92 | 20.52 | -19.80 | 12.64 | 28.08 | 14.66 | 7.14 | 43.62 | 21.10 | -4.23 | 1.34 |
| Sharpe Ratio | NA | 0.27 | 0.64 | -0.33 | 0.06 | NA | NA | … | … | -0.33 | 0.36 | 0.50 | 0.45 | -1.54 | 1.01 | 0.24 | 1.31 | -1.40 | 0.79 | 1.49 | 0.97 | 0.57 | 3.93 | 1.51 | -0.16 | 0.07 |
| Standard Deviation(%) | NA | 24.18 | 25.67 | 29.33 | 28.36 | NA | NA | … | … | 25.59 | 25.72 | 25.25 | 26.96 | 37.41 | 34.28 | 47.89 | 14.56 | 15.24 | 15.18 | 18.69 | 15.01 | 12.54 | 11.09 | 14.05 | 27.32 | 23.47 |
| Draw Down(%) | NA | 19.60 | 22.21 | 73.82 | 73.82 | NA | NA | … | … | 18.89 | 19.70 | 14.91 | 27.55 | 57.45 | 29.63 | 48.83 | 10.04 | 30.74 | 8.42 | 16.79 | 8.73 | 9.39 | 4.39 | 7.26 | 24.37 | 18.90 |
| Yield(%) | 0.00 | 0.00 | 1.04 | 2.02 | 4.53 | 6.32 | 4.62 | … | … | 0.00 | 0.00 | 2.39 | 0.00 | 0.00 | 11.70 | 0.00 | 0.00 | 17.78 | 3.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFBFX (EMERALD BANKING AND FINANCE FUND INVESTOR CLASS) |
-22.40%
Apr 2021 – Apr 2024 |
-12.80%
May 2018 – May 2023 |
0.84%
Oct 2013 – Oct 2023 |
5.80%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFBFX (EMERALD BANKING AND FINANCE FUND INVESTOR CLASS) |
26.31%
Sep 2011 – Sep 2014 |
22.30%
Dec 2011 – Dec 2016 |
18.70%
Oct 2011 – Oct 2021 |
8.50%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart