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Emerald Insights A (EFCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.93+0.02 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.75%
5-year average return17.53%
Number of years up6
Number of years down3
Best 1-yr total return (16 May 2024)49.66%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return49.66%
Worst 3-yr total return4.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEFCAXCategory
YTD3.84%12.38%
1-month-4.35%5.09%
3-month4.08%10.28%
1-year25.82%41.70%
3-year1.86%22.56%
5-year15.21%21.98%
10-year0.00%15.99%
Last bull market26.30%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)

YTD80
1-month31
3-month45
1-year70
3-year78
5-year19

Load adjusted returns

1-year19.85%
3-year0.22%
5-year14.09%
10-yearN/A