Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FFGRX (EMERALD GROWTH FUND INVESTOR CLASS) | 6.06% | 5.88% | 6.77% | -0.69% | 2.70% | NA | NA | 6.83% |
Data as of 07/11/2025, AR inception is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFGRX (EMERALD GROWTH FUND INVESTOR CLASS) | 05/06/2011 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 5.88 | 6.77 | -0.69 | 2.70 | NA | NA | 6.83 | 6.06 | 6.07 | 11.14 | -30.35 | -13.70 | 27.39 | 28.33 | -12.21 | 27.66 | 10.49 | 0.88 | 6.81 | 49.80 | 17.43 | -12.57 |
| Sharpe Ratio | NA | 0.09 | 0.13 | -0.12 | 0.05 | NA | NA | 0.23 | 0.28 | -0.02 | 0.34 | -0.98 | -0.46 | 0.66 | 1.47 | -0.61 | 1.99 | 0.49 | 0.04 | 0.34 | 3.11 | 0.89 | -0.48 |
| Standard Deviation(%) | NA | 29.99 | 25.59 | 27.35 | 26.13 | NA | NA | 25.22 | 31.86 | 24.47 | 20.59 | 32.36 | 29.65 | 41.04 | 18.31 | 22.10 | 13.61 | 20.88 | 19.23 | 20.24 | 15.99 | 19.70 | 38.96 |
| Draw Down(%) | NA | 34.56 | 34.56 | 53.26 | 53.26 | NA | NA | 53.26 | 28.65 | 14.36 | 19.78 | 36.05 | 29.58 | 41.49 | 13.05 | 30.64 | 6.44 | 19.81 | 16.76 | 20.23 | 5.89 | 15.93 | 30.52 |
| Yield(%) | 0.00 | 1.56 | 1.00 | 0.48 | 1.77 | 3.82 | 2.86 | 4.09 | 0.00 | 2.81 | 0.00 | 0.00 | 0.00 | 0.00 | 1.84 | 9.33 | 0.00 | 0.00 | 2.48 | 7.10 | 11.33 | 13.76 | 0.00 |
Data as of 07/11/2025, AR inception is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFGRX (EMERALD GROWTH FUND INVESTOR CLASS) |
-14.64%
Apr 2021 - Apr 2024 |
-5.45%
Sep 2018 - Sep 2023 |
1.54%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFGRX (EMERALD GROWTH FUND INVESTOR CLASS) |
25.92%
Jul 2012 - Jul 2015 |
19.51%
Feb 2016 - Feb 2021 |
16.40%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart