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Empiric Class C (EMCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.32+0.14 (+0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.35%
5-year average return8.71%
Number of years up12
Number of years down6
Best 1-yr total return (25 June 2024)41.99%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return41.99%
Worst 3-yr total return-0.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEMCCXCategory
YTD4.16%12.40%
1-month2.91%3.37%
3-month0.14%4.88%
1-year18.46%55.69%
3-year-1.27%19.34%
5-year9.28%20.72%
10-year6.68%13.98%
Last bull market21.98%27.85%
Last bear market-16.35%-24.06%

Annual total return (%) history

Year
EMCCXCategory
2024
N/AN/A
2023
11.58%N/A
2022
-16.68%N/A
2021
15.21%N/A
2020
26.76%38.62%
2019
18.22%27.68%
2018
-5.36%-5.76%
2017
20.92%21.50%
2016
10.30%11.20%
2015
-14.01%-2.41%
2014
5.83%2.44%
2013
41.99%40.91%
2012
10.11%13.15%
2011
-10.56%-3.55%
2010
-0.83%26.98%
2009
27.16%35.46%
2008
-35.64%-41.55%
2007
14.18%7.59%
2006
10.19%10.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.11%N/AN/AN/A
20231.80%3.72%-3.52%9.53%
2022-9.78%-16.35%-1.84%12.47%
202112.01%5.45%-4.55%2.18%
2020-27.46%30.73%6.93%25.00%
201913.47%1.49%-6.62%9.93%
20184.13%6.98%7.79%-21.19%
20173.29%5.75%3.36%7.10%
2016-0.75%-0.38%7.12%4.14%
20153.54%0.22%-16.48%-0.78%
2014-0.27%3.44%-2.07%4.76%
201310.38%3.48%9.08%13.96%
201211.76%-5.04%5.86%-2.00%
20118.44%-0.87%-22.15%6.87%
20104.88%-13.64%-2.74%12.57%
2009-11.26%11.62%19.13%7.77%
2008-10.08%8.51%-21.95%-15.49%
20073.33%6.78%1.69%1.76%
20067.16%-2.32%-3.77%9.39%

Rank in category (by total return)

YTD59
1-month81
3-month51
1-year47
3-year38
5-year40

Load adjusted returns

1-year18.46%
3-year-1.27%
5-year9.28%
10-year6.68%