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 above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Emerald Insights Fund (EFCNX) returned -1.53% year-to-date (YTD) and 8.76% over the past 12 months. Over the past 10 years, EFCNX delivered an annualized return of 11.91%, outperforming the S&P 500 benchmark at 10.84%.
EFCNX
-1.53%
10.18%
-2.65%
8.76%
13.39%
15.45%
11.91%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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% | -4.38% | -10.38% | 0.98% | 10.71% | -1.53% | |||||||
| 2024 | -0.24% | 6.92% | 1.73% | -4.39% | 8.03% | 4.89% | -0.91% | 1.07% | 1.26% | -0.20% | 7.00% | -1.74% | 25.11% |
| 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% | -3.77% | -10.71% | 4.47% | 2.69% | -8.02% | -31.09% |
| 2021 | 3.63% | 4.41% | 2.38% | 6.02% | -1.20% | 4.94% | -1.54% | 4.98% | -5.16% | 7.45% | -2.42% | -1.77% | 22.95% |
| 2020 | 2.40% | -7.88% | -12.71% | 17.18% | 11.10% | 3.80% | 8.26% | 8.96% | -2.80% | -2.19% | 10.51% | 8.49% | 49.60% |
| 2019 | 14.49% | 5.04% | -0.45% | 4.18% | -6.55% | 6.92% | 1.66% | -4.30% | -1.35% | 4.64% | 5.48% | 3.26% | 36.33% |
| 2018 | 4.98% | -2.45% | -1.29% | 0.54% | 6.44% | 0.07% | 1.37% | 8.23% | -1.51% | -13.05% | 0.15% | -11.54% | -9.88% |
| 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% | 4.39% | 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 30, 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.
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Dividends
Dividend History
Emerald Insights Fund provided a 0.65% dividend yield over the last twelve months, with an annual payout of $0.13 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.13 | $0.13 | $0.00 | $0.65 | $2.86 | $1.61 | $0.01 | $2.53 |
Dividend yield | 0.65% | 0.64% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.86 | $2.86 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 | $1.61 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2018 | $2.53 | $2.53 |
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.
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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 38.34%, occurring on Dec 28, 2022. Recovery took 346 trading sessions.
The current Emerald Insights Fund drawdown is 7.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.34% | Nov 9, 2021 | 286 | Dec 28, 2022 | 346 | May 15, 2024 | 632 |
| -34.21% | Feb 20, 2020 | 20 | Mar 18, 2020 | 52 | Jun 2, 2020 | 72 |
| -30.46% | Jun 23, 2015 | 162 | Feb 11, 2016 | 328 | Jun 1, 2017 | 490 |
| -29.96% | Sep 5, 2018 | 77 | Dec 24, 2018 | 234 | Nov 27, 2019 | 311 |
| -27.61% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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