Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSRIX (EMERALD SMALL CAP VALUE FUND INVESTOR CLASS) | NA | 94.58% | 1.36% | 8.63% | NA | NA | NA | … | … |
Data as of 03/19/2021, Common starting date is 10/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSRIX (EMERALD SMALL CAP VALUE FUND INVESTOR CLASS) | 10/17/2012 | 03/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 94.58 | 1.36 | 8.63 | NA | NA | NA | … | … | 0.57 | 5.20 | 25.15 | -19.70 | 13.64 | 24.45 | -1.90 | 2.86 | 28.93 | 0.20 |
| Sharpe Ratio | NA | 2.82 | 0.02 | 0.32 | NA | NA | NA | … | … | 0.36 | 0.11 | 1.47 | -1.26 | 1.03 | 1.33 | -0.12 | 0.19 | 1.99 | 0.07 |
| Standard Deviation(%) | NA | 33.57 | 29.04 | 24.26 | NA | NA | NA | … | … | 7.61 | 44.97 | 16.14 | 16.66 | 12.65 | 18.16 | 15.94 | 15.36 | 14.53 | 14.49 |
| Draw Down(%) | NA | 13.74 | 53.18 | 53.18 | NA | NA | NA | … | … | 3.12 | 49.49 | 11.02 | 31.53 | 5.49 | 14.88 | 14.28 | 13.97 | 5.65 | 9.70 |
| Yield(%) | 0.00 | 20.12 | 9.22 | 16.92 | 11.09 | 7.39 | 5.54 | … | … | 10.36 | 0.00 | 0.00 | 19.93 | 48.90 | 0.00 | 3.24 | 0.37 | 0.00 | 0.00 |
Data as of 03/19/2021, Common starting date is 10/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSRIX (EMERALD SMALL CAP VALUE FUND INVESTOR CLASS) |
-11.74%
Mar 2017 – Mar 2020 |
-4.23%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSRIX (EMERALD SMALL CAP VALUE FUND INVESTOR CLASS) |
14.82%
Aug 2015 – Aug 2018 |
14.17%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart