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Emerald Insights Institutional (EFCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.67+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.82%
5-year average return17.87%
Number of years up6
Number of years down3
Best 1-yr total return (16 May 2024)50.10%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return50.10%
Worst 3-yr total return5.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEFCIXCategory
YTD3.92%12.38%
1-month-4.34%5.09%
3-month4.16%10.28%
1-year26.16%41.70%
3-year2.17%22.56%
5-year15.57%21.98%
10-year0.00%15.99%
Last bull market26.47%25.99%
Last bear market-23.66%-17.29%

Annual total return (%) history

Year
EFCIXCategory
2024
N/AN/A
2023
41.17%N/A
2022
-30.88%N/A
2021
23.66%N/A
2020
50.10%35.86%
2019
36.66%31.90%
2018
-8.79%-2.09%
2017
22.89%27.67%
2016
3.83%3.23%
2015
-0.29%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.64%N/AN/AN/A
202315.41%14.60%-4.31%11.54%
2022-4.68%-23.66%-3.95%-1.11%
202110.86%10.01%-1.87%3.32%
2020-17.66%35.39%14.79%17.29%
201919.74%4.19%-4.02%14.12%
20181.23%7.22%8.16%-22.31%
20177.00%3.36%3.85%7.00%
2016-4.72%0.00%8.35%0.57%
20159.70%-0.27%-10.03%1.29%
20141.59%N/AN/AN/A

Rank in category (by total return)

YTD80
1-month30
3-month42
1-year69
3-year76
5-year15

Load adjusted returns

1-year26.16%
3-year2.17%
5-year15.57%
10-yearN/A