EFCNX
Emerald Insights-Inv
$20.25
-0.02 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 23.454M |
| 52 Week High | 20.27 |
| 52 Week Low | 14.24 |
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Key Data
| Symbol | EFCNX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 20.25 |
| Price Yesterday | 20.27 |
| Market Cap | 23.45 |
| YTD Return | 20.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.014 |
Overview
| 52 Week High | 20.27 |
|---|---|
| 52 Week Low | 14.24 |
| Market Cap | 23.45M |
| Shares Outstanding | 1.16M |
| 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 | -22.04% |
|---|---|
| Five Days | 160.05% |
| One Months | 102.27% |
| Three Months | 52.67% |
| Six Months | 48.73% |
| Nine Months | 47.90% |
| One Year | 29.59% |
| Three Years | 5.51% |
| Five Years | 18.50% |
| Ten Years | -999 |
| YTD | 43.68% |
| Since Inception | 13.23% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.91% |
| One Month | 5.74% |
| Three Months | 10.96% |
| Six Months | 21.55% |
| Nine Months | 33.66% |
| One Year | 29.56% |
| Three Years | 17.36% |
| Five Years | 133.11% |
| Ten Years | -999 |
| YTD | 20.54% |
| Since Inception | 242.23% |
Yearly Returns
| 2024 | 20.54% |
|---|---|
| 2023 | 40.82% |
| 2022 | -31.14% |
| 2021 | 23.17% |
| 2020 | 49.59% |
| 2019 | 36.33% |
| 2018 | -9.22% |
| 2017 | 22.52% |
| 2016 | 3.35% |
| 2015 | -0.48% |
Risk against SP-DA
| Alpha | -7.76% |
|---|---|
| Beta | 1.37 |
| Correlation | 97.47% |
| Downside Deviation | 3.70% |
| Coefficient of determination | 95.00% |
| Standard Deviation | 4.52% |
| Sharpe Ratio | 0.06 |
| Sortino | 0.24 |
| Treynor | 17.67 |
| Ulcer Index | 4.88 |
| Ulcer Performance Index | 0.18 |