Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFCNX (EMERALD INSIGHTS FUND INVESTOR CLASS) | NA | 31.39% | 30.29% | 16.04% | 16.02% | NA | NA | … | … |
Data as of 10/13/2025, Common starting date is 08/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFCNX (EMERALD INSIGHTS FUND INVESTOR CLASS) | 08/05/2014 | 10/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.39 | 30.29 | 16.04 | 16.02 | NA | NA | … | … | 17.57 | 24.35 | 40.82 | -34.09 | 5.97 | 36.53 | 36.33 | -9.88 | 22.52 | 3.35 | -0.49 | 1.90 |
| Sharpe Ratio | NA | 0.64 | 1.02 | 0.48 | 0.57 | NA | NA | … | … | 0.68 | 0.96 | 2.14 | -1.07 | 0.22 | 0.98 | 2.01 | -0.49 | 2.10 | 0.17 | -0.03 | 0.28 |
| Standard Deviation(%) | NA | 27.65 | 22.52 | 24.31 | 23.44 | NA | NA | … | … | 29.76 | 18.48 | 17.24 | 33.20 | 26.45 | 37.00 | 17.35 | 22.71 | 10.48 | 18.86 | 17.65 | 17.08 |
| Draw Down(%) | NA | 27.61 | 27.61 | 38.34 | 38.34 | NA | NA | … | … | 27.61 | 12.97 | 14.53 | 36.46 | 24.12 | 34.21 | 9.58 | 29.96 | 6.17 | 20.51 | 15.70 | 12.45 |
| Yield(%) | 0.00 | 10.79 | 6.05 | 8.58 | 9.61 | 6.58 | 4.93 | … | … | 9.93 | 0.81 | 0.00 | 3.54 | 16.99 | 12.70 | 0.05 | 19.44 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/13/2025, Common starting date is 08/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFCNX (EMERALD INSIGHTS FUND INVESTOR CLASS) |
1.77%
Apr 2021 – Apr 2024 |
3.06%
Mar 2015 – Mar 2020 |
10.76%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFCNX (EMERALD INSIGHTS FUND INVESTOR CLASS) |
35.86%
Dec 2018 – Dec 2021 |
24.85%
Oct 2016 – Oct 2021 |
16.31%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart