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Emerald Insights Investor (EFCNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.76+0.02 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.67%
5-year average return17.47%
Number of years up6
Number of years down3
Best 1-yr total return (16 May 2024)49.58%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return49.58%
Worst 3-yr total return4.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEFCNXCategory
YTD3.75%12.38%
1-month-4.39%5.09%
3-month4.00%10.28%
1-year25.67%41.70%
3-year1.80%22.56%
5-year15.16%21.98%
10-year0.00%15.99%
Last bull market26.25%25.99%
Last bear market-23.77%-17.29%

Annual total return (%) history

Year
EFCNXCategory
2024
N/AN/A
2023
40.82%N/A
2022
-31.14%N/A
2021
23.17%N/A
2020
49.58%35.86%
2019
36.32%31.90%
2018
-9.22%-2.09%
2017
22.52%27.67%
2016
3.35%3.23%
2015
-0.49%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.51%N/AN/AN/A
202315.34%14.53%-4.38%11.48%
2022-4.70%-23.77%-3.95%-1.32%
202110.77%9.94%-1.97%3.17%
2020-17.67%35.15%14.66%17.25%
201919.72%4.09%-4.02%13.98%
20181.09%7.09%8.06%-22.39%
20176.87%3.30%3.72%7.00%
2016-4.93%-0.10%8.20%0.58%
20159.62%-0.27%-10.14%1.30%
20141.49%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month33
3-month48
1-year71
3-year78
5-year19

Load adjusted returns

1-year25.67%
3-year1.80%
5-year15.16%
10-yearN/A