Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMCCX (EMPIRIC 2500 FUND EMPIRIC 2500 FUND CLASS C) | 11.33% | 15.33% | 11.49% | 3.14% | 9.95% | 7.97% | 5.09% | … | … |
Data as of 06/10/2026, Common starting date is 01/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMCCX (EMPIRIC 2500 FUND EMPIRIC 2500 FUND CLASS C) | 01/17/2006 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 15.33 | 11.49 | 3.14 | 9.95 | 7.97 | 5.09 | … | … | 11.33 | 1.62 | 13.06 | 11.58 | -16.68 | 15.19 | 26.88 | 18.22 | -5.36 | 20.92 | 10.30 | -14.01 | 5.86 | 42.14 | 10.11 | -10.56 | -0.83 | 27.16 | -35.64 | -6.52 | 2.20 |
| Sharpe Ratio | NA | 0.92 | 0.58 | 0.04 | 0.41 | NA | NA | … | … | 1.42 | -0.07 | 0.66 | 0.57 | -0.71 | 0.77 | 0.72 | 1.05 | -0.36 | 1.79 | 0.55 | -0.76 | 0.36 | 3.00 | 0.78 | -0.52 | -0.04 | 1.00 | -1.09 | -0.37 | -0.07 |
| Standard Deviation(%) | NA | 14.29 | 15.44 | 18.17 | 20.33 | NA | NA | … | … | 16.95 | 17.54 | 14.28 | 14.11 | 25.74 | 19.74 | 37.08 | 15.92 | 19.00 | 11.35 | 18.21 | 18.48 | 16.16 | 14.05 | 12.97 | 20.48 | 20.66 | 27.03 | 33.62 | 26.43 | 15.98 |
| Draw Down(%) | NA | 8.67 | 19.40 | 30.91 | 43.42 | NA | NA | … | … | 8.67 | 16.88 | 6.99 | 11.21 | 27.12 | 10.13 | 40.63 | 10.96 | 27.18 | 6.44 | 16.70 | 21.06 | 11.05 | 5.32 | 9.79 | 26.41 | 23.43 | 25.49 | 47.58 | 26.34 | 16.51 |
| Yield(%) | 0.00 | 0.16 | 0.13 | 0.18 | 1.65 | 2.96 | 1.90 | … | … | 0.00 | 0.16 | 0.17 | 0.00 | 0.00 | 0.68 | 9.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.77 | 13.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMCCX (EMPIRIC 2500 FUND EMPIRIC 2500 FUND CLASS C) |
-20.22%
Feb 2006 – Feb 2009 |
-9.16%
Oct 2007 – Oct 2012 |
-1.18%
Feb 2006 – Feb 2016 |
2.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMCCX (EMPIRIC 2500 FUND EMPIRIC 2500 FUND CLASS C) |
20.00%
Dec 2018 – Dec 2021 |
18.37%
Feb 2016 – Feb 2021 |
12.51%
Sep 2011 – Sep 2021 |
9.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart