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Nasdaq - Delayed Quote USD

Empiric Fund (EMCAX)

63.57
+0.76
+(1.21%)
At close: 8:04:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.33%
5y Average Return 12.76%
Number of Years Up 20
Number of Years Down 9
Best 1Y Total Return (May 6, 2025) 43.03%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 43.03%
Worst 3Y Total Return -0.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EMCAX
Category
YTD
-4.39%
12.40%
1-Month
0.71%
3.37%
3-Month
-5.67%
4.88%
1-Year
7.21%
55.69%
3-Year
7.91%
19.34%
5-Year
12.73%
20.72%
10-Year
6.93%
13.98%
Last Bull Market
19.71%
27.85%
Last Bear Market
-16.19%
-24.06%

Annual Total Return (%) History

Year
EMCAX
Category
2025
--
--
2024
13.76%
--
2023
12.43%
--
2022
-16.06%
--
2021
16.08%
--
2020
27.71%
38.62%
2019
19.10%
27.68%
2018
-4.64%
-5.76%

2017
21.82%
21.50%
2016
11.30%
11.20%
2015
-13.45%
-2.41%
2014
6.63%
2.44%
2013
43.03%
40.91%
2012
10.96%
13.15%
2011
-9.88%
-3.55%
2010
-0.07%
26.98%
2009
28.05%
35.46%
2008
-35.13%
-41.55%
2007
15.04%
7.59%
2006
11.03%
10.81%
2005
12.20%
6.02%
2004
17.63%
12.41%
2003
72.20%
45.54%
2002
-18.55%
-27.88%
2001
20.46%
-8.91%
2000
17.82%
-3.85%
1999
-22.17%
64.77%
1998
-3.06%
5.23%
1997
45.59%
17.41%
1996
26.22%
18.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.06% -- -- --
2024 7.31% -1.00% 7.23% -0.14%
2023 1.99% 3.92% -3.33% 9.74%
2022 -9.62% -16.19% -1.64% 12.66%
2021 12.24% 5.64% -4.36% 2.37%
2020 -27.32% 30.96% 7.14% 25.23%
2019 13.68% 1.69% -6.47% 10.16%
2018 4.31% 7.21% 8.00% -21.03%
2017 3.51% 5.94% 3.51% 7.33%
2016 -0.45% -0.17% 7.33% 4.34%

2015 3.74% 0.40% -16.33% -0.69%
2014 -0.09% 3.63% -1.86% 4.94%
2013 10.54% 3.72% 9.26% 14.18%
2012 11.98% -4.88% 6.08% -1.80%
2011 8.67% -0.71% -21.99% 7.07%
2010 5.06% -13.45% -2.54% 12.75%
2009 -11.14% 11.79% 19.39% 7.96%
2008 -9.92% 8.72% -21.83% -15.27%
2007 3.53% 6.98% 1.88% 1.95%
2006 7.39% -2.14% -3.57% 9.57%
2005 1.60% 3.28% 6.57% 0.33%
2004 4.00% -1.42% 2.53% 11.90%
2003 -6.13% 35.41% 7.90% 25.54%
2002 3.87% -2.10% -18.96% -1.16%
2001 -6.08% 27.82% -14.79% 17.76%
2000 0.32% -3.41% 15.35% 5.41%
1999 -16.53% 10.68% -13.87% -2.18%
1998 24.31% -4.01% -32.34% 20.07%
1997 2.16% 18.99% 20.46% -0.58%
1996 -1.61% 7.68% 5.80% 12.61%

Rank in Category (By Total Return)

YTD 2
1-Month 16
3-Month 1
1-Year 14
3-Year 10
5-Year 12

Load Adjusted Returns

1-Year 1.04%
3-Year 5.80%
5-Year 11.40%
10-Year 6.30%

Performance & Risk

YTD Return -4.33%
5y Average Return 12.76%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Empiric Funds
Net Assets 23.42M
YTD Return -4.39%
Yield 0.00%
Morningstar Rating
Inception Date Oct 07, 2005

Fund Summary

The fund seeks to achieve its objective by primarily investing in the equity securities of domestic small and mid-capitalization growth companies. It seeks capital appreciation by investing in companies that the Advisor believes are undervalued and that have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future.

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