Emerald Insights Fund (EFCNX)

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The chart shows the growth of an initial investment of $10,000 in Emerald Insights Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Emerald Insights Fund (EFCNX) has returned 0.00% so far this year and 46.13% over the past 12 months. Looking at the last ten years, EFCNX has achieved an annualized return of 16.72%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Aug 5, 2014, EFCNX's average daily return is +0.06%, while the average monthly return is +1.25%. At this rate, your investment would double in approximately 4.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2020 with a return of +17.2%, while the worst month was Oct 2018 at -13.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, EFCNX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -11.8%.

Emerald Insights Fund has an annualized alpha of 1.94%, beta of 1.15, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since August 06, 2014.

• This fund captured 120.01% of S&P 500 Index gains and 107.07% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.15 and R² of 0.83, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

EFCNX has a high expense ratio of 1.40%, indicating above-average management fees.

EFCNX ranks 70 for risk / return — better than 70% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Emerald Insights Fund (EFCNX) and compare them to a chosen benchmark (S&P 500 Index).

Emerald Insights Fund provided a 8.50% dividend yield over the last twelve months, with an annual payout of $2.09 per share.

The table displays the monthly dividend distributions for Emerald Insights Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Emerald Insights Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Emerald Insights Fund was 38.34%, occurring on Dec 28, 2022. Recovery took 346 trading sessions.

The chart below shows the rolling one-month volatility.