EFCCX
Emerald Insights-C
$18.59
-0.03 (-0.16%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 23.434M |
| 52 Week High | 18.62 |
| 52 Week Low | 13.13 |
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Key Data
| Symbol | EFCCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 18.59 |
| Price Yesterday | 18.62 |
| Market Cap | 23.43 |
| YTD Return | 20.09% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.02 |
Overview
| 52 Week High | 18.62 |
|---|---|
| 52 Week Low | 13.13 |
| Market Cap | 23.43M |
| Shares Outstanding | 1.26M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -33.42% |
|---|---|
| Five Days | 153.77% |
| One Months | 100.85% |
| Three Months | 51.34% |
| Six Months | 47.64% |
| Nine Months | 46.88% |
| One Year | 28.77% |
| Three Years | 4.85% |
| Five Years | 17.76% |
| Ten Years | -999 |
| YTD | 42.65% |
| Since Inception | 12.53% |
Returns Total
| One Day | -0.16% |
|---|---|
| Five Days | 1.86% |
| One Month | 5.69% |
| Three Months | 10.72% |
| Six Months | 21.11% |
| Nine Months | 32.98% |
| One Year | 28.74% |
| Three Years | 15.18% |
| Five Years | 125.96% |
| Ten Years | -999 |
| YTD | 20.09% |
| Since Inception | 221.96% |
Yearly Returns
| 2024 | 20.09% |
|---|---|
| 2023 | 39.96% |
| 2022 | -31.57% |
| 2021 | 22.47% |
| 2020 | 48.60% |
| 2019 | 35.42% |
| 2018 | -9.64% |
| 2017 | 21.80% |
| 2016 | 2.69% |
| 2015 | -1.18% |
Risk against SP-DA
| Alpha | -8.73% |
|---|---|
| Beta | 1.38 |
| Correlation | 97.41% |
| Downside Deviation | 3.74% |
| Coefficient of determination | 94.89% |
| Standard Deviation | 4.55% |
| Sharpe Ratio | 0 |
| Sortino | 0.02 |
| Treynor | 16.99 |
| Ulcer Index | 4.95 |
| Ulcer Performance Index | 0.01 |