EFCIX
Emerald Insights-Inst
$21.24
-0.03 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 23.449M |
| 52 Week High | 21.27 |
| 52 Week Low | 14.9 |
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Key Data
| Symbol | EFCIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 21.24 |
| Price Yesterday | 21.27 |
| Market Cap | 23.45 |
| YTD Return | 20.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 21.27 |
|---|---|
| 52 Week Low | 14.90 |
| Market Cap | 23.45M |
| Shares Outstanding | 1.10M |
| 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 | -29.96% |
|---|---|
| Five Days | 154.71% |
| One Months | 103.06% |
| Three Months | 53.06% |
| Six Months | 49.16% |
| Nine Months | 48.29% |
| One Year | 30.02% |
| Three Years | 5.87% |
| Five Years | 18.90% |
| Ten Years | -999 |
| YTD | 44.18% |
| Since Inception | 13.62% |
Returns Total
| One Day | -0.14% |
|---|---|
| Five Days | 1.87% |
| One Month | 5.78% |
| Three Months | 11.03% |
| Six Months | 21.72% |
| Nine Months | 33.92% |
| One Year | 29.99% |
| Three Years | 18.58% |
| Five Years | 137.11% |
| Ten Years | -999 |
| YTD | 20.75% |
| Since Inception | 254.12% |
Yearly Returns
| 2024 | 20.75% |
|---|---|
| 2023 | 41.17% |
| 2022 | -30.88% |
| 2021 | 23.66% |
| 2020 | 50.10% |
| 2019 | 36.65% |
| 2018 | -8.80% |
| 2017 | 22.90% |
| 2016 | 3.83% |
| 2015 | -0.29% |
Risk against SP-DA
| Alpha | -7.48% |
|---|---|
| Beta | 1.38 |
| Correlation | 97.52% |
| Downside Deviation | 3.68% |
| Coefficient of determination | 95.10% |
| Standard Deviation | 4.54% |
| Sharpe Ratio | 0.08 |
| Sortino | 0.36 |
| Treynor | 17.9 |
| Ulcer Index | 4.84 |
| Ulcer Performance Index | 0.27 |