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Empiric Fund (EMCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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61.06+0.07 (+0.11%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.80%
5-year average return8.71%
Number of years up19
Number of years down9
Best 1-yr total return (2 July 2024)43.03%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return43.03%
Worst 3-yr total return-0.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEMCAXCategory
YTD6.24%12.40%
1-month1.67%3.37%
3-month-1.00%4.88%
1-year12.70%55.69%
3-year-0.61%19.34%
5-year8.90%20.72%
10-year7.39%13.98%
Last bull market22.37%27.85%
Last bear market-16.19%-24.06%

Annual total return (%) history

Year
EMCAXCategory
2024
N/AN/A
2023
12.43%N/A
2022
-16.06%N/A
2021
16.08%N/A
2020
27.71%38.62%
2019
19.10%27.68%
2018
-4.64%-5.76%
2017
21.82%21.50%
2016
11.30%11.20%
2015
-13.45%-2.41%
2014
6.63%2.44%
2013
43.03%40.91%
2012
10.96%13.15%
2011
-9.88%-3.55%
2010
-0.07%26.98%
2009
28.05%35.46%
2008
-35.13%-41.55%
2007
15.04%7.59%
2006
11.03%10.81%
2005
12.20%6.02%
2004
17.63%12.41%
2003
72.20%45.54%
2002
-18.55%-27.88%
2001
20.46%-8.91%
2000
17.82%-3.85%
1999
-22.17%64.77%
1998
-3.06%5.23%
1997
45.59%17.41%
1996
26.22%18.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.31%-1.00%N/AN/A
20231.99%3.92%-3.33%9.74%
2022-9.62%-16.19%-1.64%12.66%
202112.24%5.64%-4.36%2.37%
2020-27.32%30.96%7.14%25.23%
201913.68%1.69%-6.47%10.16%
20184.31%7.21%8.00%-21.03%
20173.51%5.94%3.51%7.33%
2016-0.45%-0.17%7.33%4.34%
20153.74%0.40%-16.33%-0.69%
2014-0.09%3.63%-1.86%4.94%
201310.54%3.72%9.26%14.18%
201211.98%-4.88%6.08%-1.80%
20118.67%-0.71%-21.99%7.07%
20105.06%-13.45%-2.54%12.75%
2009-11.14%11.79%19.39%7.96%
2008-9.92%8.72%-21.83%-15.27%
20073.53%6.98%1.88%1.95%
20067.39%-2.14%-3.57%9.57%
20051.60%3.28%6.57%0.33%
20044.00%-1.42%2.53%11.90%
2003-6.13%35.41%7.90%25.54%
20023.87%-2.10%-18.96%-1.16%
2001-6.08%27.82%-14.79%17.76%
20000.32%-3.41%15.35%5.41%
1999-16.53%10.68%-13.87%-2.18%
199824.31%-4.01%-32.34%20.07%
19972.16%18.99%20.46%-0.58%
1996-1.61%7.68%5.80%12.61%

Rank in category (by total return)

YTD34
1-month6
3-month24
1-year25
3-year24
5-year30

Load adjusted returns

1-year6.22%
3-year-2.56%
5-year7.61%
10-year6.76%