EFCNX
Emerald Insights-Inv
$18.23
0.01 (0.05%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap Growth |
---|---|
Market Cap | 21.213M |
52 Week High | 18.25 |
52 Week Low | 13.22 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | EFCNX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 18.23 |
Price Yesterday | 18.22 |
Market Cap | 21.21 |
YTD Return | 8.51% |
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 | 18.25 |
---|---|
52 Week Low | 13.22 |
Market Cap | 21.21M |
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 | 14.84% |
---|---|
Five Days | -5.38% |
One Months | 24.15% |
Three Months | 40.19% |
Six Months | 47.29% |
Nine Months | 21.70% |
One Year | 32.97% |
Three Years | 5.40% |
Five Years | 17.21% |
Ten Years | -999 |
YTD | 40.19% |
Since Inception | 12.39% |
Returns Total
One Day | 0.05% |
---|---|
Five Days | -0.11% |
One Month | 1.73% |
Three Months | 8.51% |
Six Months | 20.97% |
Nine Months | 15.67% |
One Year | 32.49% |
Three Years | 16.99% |
Five Years | 120.73% |
Ten Years | -999 |
YTD | 8.51% |
Since Inception | 208.04% |
Yearly Returns
2024 | 8.51% |
---|---|
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 | -5.54% |
---|---|
Beta | 1.31 |
Correlation | 95.86% |
Downside Deviation | 3.74% |
Coefficient of determination | 91.88% |
Standard Deviation | 4.59% |
Sharpe Ratio | 0.22 |
Sortino | 0.93 |
Treynor | 24.96 |
Ulcer Index | 4.79 |
Ulcer Performance Index | 0.73 |