Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMFLX | 2.43% | 18.88% | 13.77% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/15/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMFLX | 03/15/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 18.88 | 13.77 | NA | NA | NA | NA | … | … | 2.43 | 21.85 | 10.22 | 9.40 | -11.09 |
| Sharpe Ratio | NA | 3.16 | 1.80 | NA | NA | NA | NA | … | … | 0.77 | 3.28 | 1.20 | 0.85 | -1.60 |
| Standard Deviation(%) | NA | 5.24 | 5.98 | NA | NA | NA | NA | … | … | 5.98 | 5.81 | 5.49 | 6.82 | 9.65 |
| Draw Down(%) | NA | 4.89 | 8.08 | NA | NA | NA | NA | … | … | 4.89 | 5.78 | 3.06 | 8.08 | 22.94 |
| Yield(%) | 0.00 | 9.71 | 9.02 | 6.24 | 3.12 | 2.08 | 1.56 | … | … | 3.47 | 9.45 | 8.93 | 7.03 | 6.80 |
Data as of 06/09/2026, Common starting date is 03/15/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMFLX (EMFLX) |
5.07%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMFLX (EMFLX) |
16.83%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart