EFCAX
Emerald Insights-A
$18.39
0.10 (0.55%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap Growth |
---|---|
Market Cap | 21.212M |
52 Week High | 18.41 |
52 Week Low | 13.33 |
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Key Data
Symbol | EFCAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 18.39 |
Price Yesterday | 18.29 |
Market Cap | 21.21 |
YTD Return | 8.56% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0035 |
Front Load | 0.0475 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0135 |
Overview
52 Week High | 18.41 |
---|---|
52 Week Low | 13.33 |
Market Cap | 21.21M |
Shares Outstanding | 1.15M |
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 | 295.67% |
---|---|
Five Days | 24.60% |
One Months | 30.23% |
Three Months | 35.08% |
Six Months | 48.26% |
Nine Months | 25.09% |
One Year | 37.80% |
Three Years | 6.00% |
Five Years | 17.59% |
Ten Years | -999 |
YTD | 41.24% |
Since Inception | 12.47% |
Returns Total
One Day | 0.55% |
---|---|
Five Days | 0.44% |
One Month | 2.22% |
Three Months | 7.67% |
Six Months | 21.55% |
Nine Months | 18.26% |
One Year | 37.75% |
Three Years | 19.05% |
Five Years | 124.51% |
Ten Years | -999 |
YTD | 8.56% |
Since Inception | 209.80% |
Yearly Returns
2024 | 8.56% |
---|---|
2023 | 40.81% |
2022 | -31.12% |
2021 | 23.27% |
2020 | 49.67% |
2019 | 36.24% |
2018 | -9.10% |
2017 | 22.54% |
2016 | 3.45% |
2015 | -0.49% |
Risk against SP-DA
Alpha | -5.04% |
---|---|
Beta | 1.3 |
Correlation | 95.11% |
Downside Deviation | 3.71% |
Coefficient of determination | 90.46% |
Standard Deviation | 4.60% |
Sharpe Ratio | 0.23 |
Sortino | 1 |
Treynor | 24.96 |
Ulcer Index | 4.77 |
Ulcer Performance Index | 0.78 |