CCASX vs. EMCAX
Compare and contrast key facts about Conestoga Small Cap (CCASX) and Empiric 2500 Fund (EMCAX).
CCASX is managed by Conestoga Capital Advisors. It was launched on Oct 1, 2002. EMCAX is managed by Empiric Funds. It was launched on Nov 6, 1995.
Performance
CCASX vs. EMCAX - Performance Comparison
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CCASX vs. EMCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | -8.19% | -11.00% | 8.74% | 22.13% | -28.32% | 16.02% | 30.34% | 25.18% | 0.60% | 28.42% |
EMCAX Empiric 2500 Fund | -3.08% | 2.37% | 13.89% | 12.43% | -16.06% | 16.07% | 27.81% | 19.10% | -4.64% | 21.82% |
Returns By Period
In the year-to-date period, CCASX achieves a -8.19% return, which is significantly lower than EMCAX's -3.08% return. Over the past 10 years, CCASX has underperformed EMCAX with an annualized return of 8.44%, while EMCAX has yielded a comparatively higher 9.33% annualized return.
CCASX
- 1D
- -0.36%
- 1M
- -10.49%
- YTD
- -8.19%
- 6M
- -10.03%
- 1Y
- -7.20%
- 3Y*
- -1.18%
- 5Y*
- -2.59%
- 10Y*
- 8.44%
EMCAX
- 1D
- -0.66%
- 1M
- -7.61%
- YTD
- -3.08%
- 6M
- -3.82%
- 1Y
- 4.50%
- 3Y*
- 7.60%
- 5Y*
- 1.98%
- 10Y*
- 9.33%
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CCASX vs. EMCAX - Expense Ratio Comparison
CCASX has a 1.10% expense ratio, which is lower than EMCAX's 1.96% expense ratio.
Return for Risk
CCASX vs. EMCAX — Risk / Return Rank
CCASX
EMCAX
CCASX vs. EMCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and Empiric 2500 Fund (EMCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CCASX | EMCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.33 | 0.28 | -0.61 |
Sortino ratioReturn per unit of downside risk | -0.34 | 0.52 | -0.87 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.07 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.62 | 0.32 | -0.94 |
Martin ratioReturn relative to average drawdown | -1.81 | 1.32 | -3.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CCASX | EMCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | 0.28 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.11 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.46 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.44 | -0.01 |
Correlation
The correlation between CCASX and EMCAX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CCASX vs. EMCAX - Dividend Comparison
CCASX's dividend yield for the trailing twelve months is around 6.08%, more than EMCAX's 0.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 6.08% | 5.58% | 0.00% | 0.86% | 4.12% | 5.27% | 0.00% | 2.14% | 1.46% | 5.63% | 1.18% | 1.88% |
EMCAX Empiric 2500 Fund | 0.14% | 0.13% | 0.13% | 0.00% | 0.00% | 0.51% | 7.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CCASX vs. EMCAX - Drawdown Comparison
The maximum CCASX drawdown since its inception was -48.00%, smaller than the maximum EMCAX drawdown of -51.81%. Use the drawdown chart below to compare losses from any high point for CCASX and EMCAX.
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Drawdown Indicators
| CCASX | EMCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.00% | -51.81% | +3.81% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -10.15% | -4.36% |
Max Drawdown (5Y)Largest decline over 5 years | -38.14% | -30.60% | -7.54% |
Max Drawdown (10Y)Largest decline over 10 years | -38.14% | -42.79% | +4.65% |
Current DrawdownCurrent decline from peak | -26.26% | -8.60% | -17.66% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -13.34% | +4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 2.47% | +2.50% |
Volatility
CCASX vs. EMCAX - Volatility Comparison
Conestoga Small Cap (CCASX) has a higher volatility of 6.13% compared to Empiric 2500 Fund (EMCAX) at 4.73%. This indicates that CCASX's price experiences larger fluctuations and is considered to be riskier than EMCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCASX | EMCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 4.73% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 12.95% | 10.17% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.16% | 17.35% | +4.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 18.16% | +3.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.45% | 20.19% | +1.26% |