Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FGROX (EMERALD GROWTH FUND INSTITUTIONAL CLASS) | 8.61% | 8.06% | 8.94% | -0.24% | 3.63% | 10.00% | NA | 11.18% |
Data as of 07/18/2025, AR inception is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGROX (EMERALD GROWTH FUND INSTITUTIONAL CLASS) | 10/29/2008 | 07/18/2025 |
| 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.23 | 8.06 | 8.94 | -0.24 | 3.63 | 10.00 | NA | 11.18 | 8.61 | 7.60 | 12.21 | -29.72 | -12.31 | 28.45 | 28.71 | -11.85 | 28.11 | 10.89 | 1.21 | 7.23 | 50.22 | 17.82 | -1.17 | 28.30 | 33.50 | 0.13 |
| Sharpe Ratio | NA | 0.16 | 0.22 | -0.08 | 0.08 | NA | NA | 0.38 | 0.43 | 0.04 | 0.39 | -0.96 | -0.43 | 0.69 | 1.49 | -0.60 | 2.02 | 0.51 | 0.06 | 0.36 | 3.14 | 0.91 | -0.04 | 1.10 | 1.09 | 0.01 |
| Standard Deviation(%) | NA | 29.57 | 25.39 | 27.01 | 25.96 | NA | NA | 26.02 | 31.52 | 24.06 | 20.48 | 32.37 | 28.77 | 40.78 | 18.34 | 22.10 | 13.64 | 20.87 | 19.27 | 20.23 | 15.99 | 19.69 | 33.70 | 25.71 | 30.72 | 62.11 |
| Draw Down(%) | NA | 34.12 | 34.12 | 51.03 | 51.03 | NA | NA | 51.03 | 28.61 | 13.88 | 19.71 | 35.48 | 28.69 | 41.48 | 12.99 | 30.55 | 6.40 | 19.76 | 16.63 | 20.08 | 5.91 | 15.85 | 30.85 | 17.91 | 25.18 | 26.13 |
| Yield(%) | 0.00 | 1.53 | 1.02 | 0.47 | 1.73 | 5.64 | 5.52 | 6.90 | 0.00 | 2.79 | 0.00 | 0.00 | 0.00 | 0.00 | 1.75 | 8.97 | 0.00 | 0.00 | 2.41 | 6.94 | 11.14 | 13.60 | 0.00 | 0.26 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 10/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGROX (EMERALD GROWTH FUND INSTITUTIONAL CLASS) |
-13.92%
Jan 2021 - Jan 2024 |
-4.61%
Sep 2018 - Sep 2023 |
2.31%
Mar 2015 - Mar 2025 |
7.43%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGROX (EMERALD GROWTH FUND INSTITUTIONAL CLASS) |
33.13%
Feb 2009 - Feb 2012 |
31.20%
Feb 2009 - Feb 2014 |
19.49%
Feb 2009 - Feb 2019 |
12.45%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart