Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFGRX (EMERALD GROWTH FUND INVESTOR CLASS) | 26.74% | 68.69% | 29.64% | 6.26% | 11.22% | 11.30% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFGRX (EMERALD GROWTH FUND INVESTOR CLASS) | 05/06/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 68.69 | 29.64 | 6.26 | 11.22 | 11.30 | NA | … | … | 26.74 | 31.32 | 18.66 | 18.56 | -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 | 2.73 | 1.07 | 0.12 | 0.37 | NA | NA | … | … | 2.45 | 1.00 | 0.68 | 0.76 | -0.99 | -0.46 | 0.66 | 1.47 | -0.62 | 1.99 | 0.49 | 0.04 | 0.34 | 3.11 | 0.89 | -0.48 |
| Standard Deviation(%) | NA | 25.30 | 24.76 | 27.03 | 26.15 | NA | NA | … | … | 28.36 | 28.50 | 22.00 | 19.91 | 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 | 14.46 | 30.78 | 51.67 | 51.67 | NA | NA | … | … | 14.46 | 28.65 | 11.29 | 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 | 15.02 | 12.67 | 4.73 | 6.02 | 7.52 | 5.35 | … | … | 0.00 | 14.75 | 15.10 | 7.30 | 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 06/04/2026, Common starting date 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) |
-13.03%
Nov 2020 – Nov 2023 |
-4.77%
Sep 2018 – Sep 2023 |
2.93%
Oct 2013 – Oct 2023 |
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) |
30.19%
May 2023 – May 2026 |
19.51%
Feb 2016 – Feb 2021 |
16.40%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart