Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSRYX (EMERALD SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | NA | 94.94% | 1.57% | 8.86% | 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 |
|---|---|---|
| LSRYX (EMERALD SMALL CAP VALUE FUND INSTITUTIONAL 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 | 94.94 | 1.57 | 8.86 | NA | NA | NA | … | … | 0.69 | 5.34 | 25.50 | -19.57 | 13.83 | 24.69 | -1.75 | 3.14 | 29.16 | 0.10 |
| Sharpe Ratio | NA | 2.82 | 0.02 | 0.33 | NA | NA | NA | … | … | 0.43 | 0.11 | 1.50 | -1.26 | 1.04 | 1.35 | -0.11 | 0.20 | 2.01 | 0.03 |
| Standard Deviation(%) | NA | 33.65 | 29.10 | 24.30 | NA | NA | NA | … | … | 7.64 | 45.16 | 16.05 | 16.53 | 12.73 | 18.12 | 15.94 | 15.40 | 14.52 | 14.59 |
| Draw Down(%) | NA | 13.64 | 52.99 | 52.99 | NA | NA | NA | … | … | 3.05 | 49.44 | 10.97 | 31.44 | 5.46 | 14.91 | 14.31 | 13.94 | 5.57 | 9.79 |
| Yield(%) | 0.00 | 19.70 | 9.11 | 16.87 | 11.11 | 7.41 | 5.56 | … | … | 10.14 | 0.00 | 0.00 | 19.71 | 48.69 | 0.00 | 3.30 | 0.50 | 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 |
|---|---|---|---|---|
| LSRYX (EMERALD SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-11.60%
Mar 2017 – Mar 2020 |
-4.08%
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 |
|---|---|---|---|---|
| LSRYX (EMERALD SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
15.00%
Aug 2015 – Aug 2018 |
14.39%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
