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Emerald Insights A (EFCAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.65+0.06 (+0.34%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.84%
5-Year Average Return15.21%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)49.66%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return49.66%
Worst 3-Yr Total Return4.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEFCAXCategory
YTD8.56%12.38%
1-Month1.71%5.09%
3-Month8.56%10.28%
1-Year32.49%41.70%
3-Year5.41%22.56%
5-Year17.21%21.98%
10-Year0.00%15.99%
Last Bull Market50.96%25.99%
Last Bear Market-23.71%-17.29%

Annual Total Return (%) History

Year
EFCAXCategory
2024
N/AN/A
2023
40.81%N/A
2022
-31.12%N/A
2021
23.27%N/A
2020
49.66%35.86%
2019
36.24%31.90%
2018
-9.11%-2.09%
2017
22.55%27.67%
2016
3.44%3.23%
2015
-0.49%3.60%
2014
N/A10.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.56%N/AN/AN/A
202315.38%14.55%-4.40%11.45%
2022-4.71%-23.71%-4.07%-1.23%
202110.83%9.87%-1.96%3.26%
2020-17.66%35.17%14.72%17.21%
201919.61%4.17%-4.09%14.00%
20181.16%7.06%8.10%-22.37%
20176.85%3.29%3.79%6.98%
2016-4.82%-0.21%8.29%0.57%
20159.60%-0.27%-10.13%1.30%
20141.59%N/AN/AN/A

Rank In Category (By Total Return)

YTD88
1-Month70
3-Month88
1-Year72
3-Year79
5-Year19

Load Adjusted Returns

1-Year26.20%
3-Year3.71%
5-Year16.08%
10-YearN/A