Emerald Insights Fund (EFCNX)
Under normal conditions, the fund typically invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes, including investments in mid and small-size companies.
Fund Info
US31761R7998
31761R799
Aug 1, 2014
$2,000
Large-Cap
Growth
Expense Ratio
EFCNX has a high expense ratio of 1.40%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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.
Returns By Period
Emerald Insights Fund had a return of 4.55% year-to-date (YTD) and 23.67% in the last 12 months. Over the past 10 years, Emerald Insights Fund had an annualized return of 7.08%, while the S&P 500 had an annualized return of 11.26%, indicating that Emerald Insights Fund did not perform as well as the benchmark.
EFCNX
4.55%
1.06%
9.91%
23.67%
9.95%
7.08%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of EFCNX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.78% | 4.55% | |||||||||||
| 2024 | -0.24% | 6.92% | 1.73% | -4.39% | 8.03% | 4.89% | -0.91% | 1.07% | 1.26% | -0.20% | 7.00% | -2.34% | 24.35% |
| 2023 | 11.23% | 0.23% | 3.46% | 0.80% | 4.47% | 8.76% | 5.65% | -3.54% | -6.16% | -4.18% | 10.39% | 5.40% | 40.82% |
| 2022 | -8.78% | -0.42% | 4.93% | -12.75% | -2.72% | -10.18% | 11.86% | -7.95% | -10.71% | 4.47% | 2.69% | -8.02% | -34.09% |
| 2021 | 3.63% | 4.41% | 2.38% | 6.03% | -1.20% | 4.94% | -1.54% | 4.98% | -5.16% | 7.45% | -2.42% | -15.34% | 5.97% |
| 2020 | 2.40% | -7.88% | -12.71% | 17.18% | 11.10% | 3.80% | 8.26% | 8.96% | -2.80% | -2.19% | 10.51% | -0.99% | 36.53% |
| 2019 | 14.49% | 5.04% | -0.45% | 4.19% | -6.55% | 6.92% | 1.66% | -4.30% | -1.35% | 4.64% | 5.48% | 3.22% | 36.27% |
| 2018 | 4.98% | -2.45% | -1.29% | 0.54% | 6.44% | 0.07% | 1.37% | 8.23% | -1.51% | -13.05% | 0.15% | -29.82% | -28.50% |
| 2017 | 4.29% | 1.92% | 0.54% | 0.80% | 1.42% | 1.05% | 0.09% | -0.35% | 3.99% | 2.67% | 3.25% | 0.94% | 22.52% |
| 2016 | -11.34% | -1.22% | 8.56% | 0.31% | 2.48% | -2.83% | 7.17% | -0.68% | 1.66% | -4.22% | 5.01% | -0.00% | 3.35% |
| 2015 | -0.88% | 9.21% | 1.27% | -1.88% | 2.37% | -0.71% | 2.51% | -7.53% | -5.21% | 4.40% | 0.67% | -3.61% | -0.49% |
| 2014 | 3.60% | -3.09% | 1.59% | 0.49% | -0.59% | 1.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EFCNX is 64, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Emerald Insights Fund (EFCNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 49.17%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Emerald Insights Fund drawdown is 4.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.17% | Nov 9, 2021 | 286 | Dec 28, 2022 | — | — | — |
| -44.43% | Sep 5, 2018 | 77 | Dec 24, 2018 | 404 | Aug 3, 2020 | 481 |
| -30.46% | Jun 23, 2015 | 162 | Feb 11, 2016 | 328 | Jun 1, 2017 | 490 |
| -12.62% | Sep 19, 2014 | 17 | Oct 13, 2014 | 32 | Nov 26, 2014 | 49 |
| -9.89% | Jan 29, 2018 | 9 | Feb 8, 2018 | 20 | Mar 9, 2018 | 29 |
Volatility
Volatility Chart
The current Emerald Insights Fund volatility is 5.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.