Nasdaq - Delayed Quote USD

Emerald Insights C (EFCCX)

16.97 -0.44 (-2.53%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 12.47%
5y Average Return 16.70%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Sep 5, 2024) 48.60%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 48.60%
Worst 3Y Total Return 4.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EFCCX
Category
YTD
17.25%
12.38%
1-Month
1.00%
5.09%
3-Month
4.91%
10.28%
1-Year
22.39%
41.70%
3-Year
3.13%
22.56%
5-Year
18.07%
21.98%
10-Year
11.75%
15.99%
Last Bull Market
26.00%
25.99%
Last Bear Market
-23.88%
-17.29%

Annual Total Return (%) History

Year
EFCCX
Category
2024
--
--
2023
39.96%
--
2022
-31.57%
--
2021
22.47%
--
2020
48.60%
35.86%
2019
35.41%
31.90%
2018
-9.64%
-2.09%
2017
21.80%
27.67%

2016
2.69%
3.23%
2015
-1.18%
3.60%
2014
--
10.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.33% 8.17% -- --
2023 15.19% 14.29% -4.46% 11.29%
2022 -4.84% -23.88% -4.16% -1.43%
2021 10.66% 9.69% -2.08% 3.04%
2020 -17.89% 35.06% 14.48% 17.05%
2019 19.48% 3.96% -4.26% 13.87%
2018 1.03% 6.93% 7.88% -22.47%
2017 6.78% 3.18% 3.52% 6.80%
2016 -4.98% -0.31% 8.09% 0.29%
2015 9.44% -0.45% -10.29% 1.11%

2014 1.40% -- -- --

Rank in Category (By Total Return)

YTD 67
1-Month 93
3-Month 84
1-Year 84
3-Year 74
5-Year 19

Load Adjusted Returns

1-Year 21.39%
3-Year 3.13%
5-Year 18.07%
10-Year 11.75%

Performance & Risk

YTD Return 12.47%
5y Average Return 16.70%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Emerald
Net Assets 22.94M
YTD Return 17.25%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 2014

Fund Summary

Under normal conditions, the fund typically invests in equity securities of U.S. and foreign 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. The fund will invest primarily in mid and small-size companies.

Related Tickers

NALFX New Alternatives A
66.99
-1.33%
 
NAEFX New Alternatives Investor
66.57
-1.32%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
CNDRX Columbia Bond Adv
30.52
+0.30%
 
CNFRX Columbia Bond Inst2
30.47
+0.26%
 
CNDAX Columbia Bond A
30.55
+0.26%
 
UMMGX Columbia Bond Fund
30.55
+0.26%
 
CBFYX Columbia Bond Inst3
30.62
+0.26%
 
NHCCX Nuveen High Yield Municipal Bond C
15.44
+0.26%
 
NHMRX Nuveen High Yield Municipal Bond I
15.46
+0.26%
 
NHMFX Nuveen High Yield Municipal Bond R6
15.47
+0.26%
 
VEGBX Vanguard Emerging Markets Bond Admiral
23.84
0.00%
 
SSICX Sierra Tactical Core Income C
20.36
+0.05%
 
SSIZX Sierra Tactical Core Income A
20.47
+0.05%
 
PTIMX Performance Trust Municipal Bond Instl
23.32
+0.21%
 
PTRMX Performance Trust Municipal Bond A
23.34
+0.21%
 
GIBLX Guggenheim Total Return Bond P
24.34
+0.21%
 
GIBAX Guggenheim Total Return Bond A
24.35
+0.21%
 
GIBIX Guggenheim Total Return Bond Instl
24.37
+0.21%
 
CMNZX Columbia Minnesota Tax-Exempt Inst
19.90
+0.20%
 
CMNYX Columbia Minnesota Tax-Exempt Inst3
19.93
+0.20%
 
LSGBX Loomis Sayles Global Bond Instl
15.04
+0.20%
 
LSGNX Loomis Sayles Global Bond N
15.10
+0.20%
 
JIMEX Johnson Institutional Intermediate Bd F
15.24
+0.20%
 
SSIIX Sierra Tactical Core Income Inv
20.51
+0.05%
 
NHMAX Nuveen High Yield Municipal Bond A
15.45
+0.19%
 
NPSAX Nuveen Preferred Secs & Inc A
15.65
0.00%
 
NPSCX Nuveen Preferred Secs & Inc C
15.66
0.00%
 
NPSRX Nuveen Preferred Secs & Inc I
15.67
0.00%
 
NPSFX Nuveen Preferred Secs & Inc R6
15.70
0.00%
 
CLDAX Calvert Core Bond A
16.19
+0.19%
 
SDICX Guggenheim Core Bond Fund C
16.62
+0.18%
 
GIUSX Guggenheim Core Bond Fund Institutional
16.68
+0.18%
 
SIUSX Guggenheim Core Bond Fund A
16.69
+0.18%
 
SIUPX Guggenheim Core Bond Fund P
16.71
+0.18%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
23.24
+0.17%
 
GHVIX GMO High Yield VI
17.76
0.00%
 
GIBCX Guggenheim Total Return Bond C
24.35
+0.16%
 
GIBRX Guggenheim Total Return Bond R6
24.38
+0.16%
 
GIKRX Guggenheim Limited Duration R6
24.57
+0.16%
 
GILHX Guggenheim Limited Duration Instl
24.58
+0.16%
 
GILPX Guggenheim Limited Duration P
24.58
+0.16%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
25.85
+0.15%
 
STMEX Sierra Tactical Municipal Institutional
26.08
+0.15%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
26.09
+0.15%
 
STMNX Sierra Tactical Municipal Investor
26.15
+0.15%
 
STMKX Sierra Tactical Municipal A
26.17
+0.15%
 
STMYX Sierra Tactical Municipal Fund
26.21
+0.15%
 
CADOX Columbia Minnesota Tax-Exempt Inst2
19.88
+0.15%
 
CLONX Columbia Minnesota Tax-Exempt Adv
19.90
+0.15%
 
RMTCX Columbia Minnesota Tax-Exempt C
19.91
+0.15%
 
IMNTX Columbia Minnesota Tax-Exempt A
19.91
+0.15%
 
PTCOX Performance Trust Total Return Bd C
20.24
+0.15%
 
PTAOX Performance Trust Total Return Bd A
20.33
+0.15%
 
PTIAX Performance Trust Total Return Bd Inst
20.33
+0.15%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
27.32
+0.15%
 
EVDIX Camelot Event Driven Institutional
20.82
+0.14%
 
FLCEX Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
20.97
+0.14%
 
CPHUX Columbia Strategic Income Inst3
21.76
+0.14%
 
LSIZX Columbia Strategic Income Inst
21.84
+0.14%
 
CTIVX Columbia Strategic Income Inst2
21.86
+0.14%
 
CLSCX Columbia Strategic Income C
22.30
+0.13%
 
CSNRX Columbia Strategic Income R
22.50
+0.13%
 
RWMNX Two Roads Shared Trust - Redwood Managed Municipal Income Fund
15.09
+0.13%
 
CDICX Calvert Short Duration Income Fund
15.71
+0.13%
 
CSDAX Calvert Short Duration Income A
15.77
+0.13%
 
CDSIX Calvert Short Duration Income Fund
15.88
+0.13%
 
CDSRX Calvert Short Duration Income R6
15.88
+0.13%
 
CLDIX Calvert Core Bond I
16.21
+0.12%
 
GMOLX GMO Opportunistic Income Fund
24.42
+0.12%
 
GMODX GMO Opportunistic Income Fund
24.48
+0.12%
 
VTIPX Vanguard Shrt-Term Infl-Prot Sec Idx Inv
24.51
+0.12%
 
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm
24.54
+0.12%
 
GILFX Guggenheim Limited Duration C
24.56
+0.12%
 
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
24.56
+0.12%
 
GILDX Guggenheim Limited Duration A
24.58
+0.12%
 
BTTRX American Century Zero Coupon 2025 Inv
111.39
+0.12%
 
STMHX Sierra Tactical Municipal C
25.88
+0.12%
 
ACTVX American Century Zero Coupon 2025 Adv
104.37
+0.12%
 
ARINX Archer Income
18.21
+0.11%
 
VCOBX Vanguard Core Bond Fund
18.50
+0.11%
 
EVDAX Camelot Event Driven A
20.30
+0.10%
 
GMOQX GMO Emerging Country Debt Fund
20.38
+0.10%
 
CMNRX Columbia Strategic Income Adv
21.80
+0.09%
 
COSIX Columbia Strategic Income A
22.31
+0.09%
 
GIOCX Guggenheim Macro Opportunities C
24.76
+0.08%
 
GIOAX Guggenheim Macro Opportunities A
24.78
+0.08%
 
GIOPX Guggenheim Macro Opportunities P
24.79
+0.08%
 
GIOSX Guggenheim Macro Opportunities R6
24.81
+0.08%
 
GIOIX Guggenheim Macro Opportunities Instl
24.82
+0.08%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
VGCAX Vanguard Global Credit Bond Admiral
19.57
+0.05%
 
VUSFX Vanguard Ultra-Short-Term Bond Admiral
20.09
+0.05%
 
SSIRX Sierra Tactical Core Income Instl
20.37
+0.05%
 
GIFAX Guggenheim Floating Rate Strats A
24.23
-0.08%
 
CSRIX Cohen & Steers Instl Realty Shares
51.59
+0.04%
 
CFLRX Columbia Floating Rate Adv
33.41
0.00%
 
CFRZX Columbia Floating Rate Inst
33.42
+0.03%
 
CFRYX Columbia Floating Rate Inst3
33.45
+0.03%
 
RFRAX Columbia Floating Rate A
33.46
0.00%