Nasdaq - Delayed Quote USD

Emerald Finance & Bking Innovt Fd Inv (FFBFX)

26.95
0.00
(0.00%)
At close: 8:00:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.97%
5y Average Return 9.80%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (May 15, 2025) 43.62%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 43.62%
Worst 3Y Total Return -15.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FFBFX
Category
YTD
-5.03%
23.64%
1-Month
-2.14%
-3.05%
3-Month
-8.69%
5.29%
1-Year
23.39%
61.45%
3-Year
-4.99%
10.74%
5-Year
6.02%
14.55%
10-Year
3.22%
11.64%
Last Bull Market
41.63%
28.35%
Last Bear Market
-38.76%
-25.24%

Annual Total Return (%) History

Year
FFBFX
Category
2025
--
--
2024
16.28%
--
2023
15.56%
--
2022
-55.88%
--
2021
39.00%
--
2020
11.92%
-1.15%
2019
20.52%
28.39%
2018
-19.53%
-14.21%

2017
12.57%
16.72%
2016
28.08%
19.09%
2015
14.66%
-0.87%
2014
7.14%
4.90%
2013
43.62%
34.57%
2012
21.10%
24.77%
2011
-4.23%
-15.12%
2010
--
11.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.95% -- -- --
2024 -3.52% -3.73% 18.84% 5.34%
2023 -11.35% 2.35% 0.71% 26.46%
2022 -18.39% -38.76% -4.59% -7.47%
2021 32.74% -4.29% 6.30% 2.92%
2020 -39.57% 20.43% 5.64% 45.58%
2019 6.07% 7.03% -1.28% 7.53%
2018 1.38% 4.66% -0.74% -23.59%
2017 0.83% 1.35% 5.40% 4.51%
2016 -7.52% 1.29% 7.20% 27.55%

2015 2.48% 8.16% -0.27% 3.72%
2014 5.23% -1.96% -3.88% 8.04%
2013 10.76% 3.50% 9.79% 14.12%
2012 10.48% 1.37% 6.65% 1.39%
2011 2.71% -2.64% -18.03% 16.84%
2010 -6.40% 0.36% 8.61% --

Rank in Category (By Total Return)

YTD 55
1-Month 43
3-Month 42
1-Year 12
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year 23.39%
3-Year -4.99%
5-Year 6.02%
10-Year 3.22%

Performance & Risk

YTD Return 1.97%
5y Average Return 9.80%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.32
Morningstar Risk Rating

Fund Overview

Category Financial
Fund Family Emerald
Net Assets 45.72M
YTD Return -5.03%
Yield 2.22%
Morningstar Rating
Inception Date Mar 19, 2012

Fund Summary

The fund has adopted an investment policy that it will, under normal conditions, invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in stocks (both common and preferred) of companies principally engaged in banking or financial services, and collective investment vehicles such as mutual funds and exchange-traded funds that invest in companies that are principally engaged in banking and financial services.

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