Nasdaq - Delayed Quote USD
Emerald Growth Institutional (FGROX)
29.32
+0.39
+(1.35%)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 25.30% |
| 5y Average Return | 11.57% |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 21, 2024) | 49.89% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 49.89% |
| Worst 3Y Total Return | -2.21% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FGROX
Category
- YTD
- 14.95%
- 12.40%
- 1-Month
- -1.23%
- 3.37%
- 3-Month
- -0.82%
- 4.88%
- 1-Year
- 41.21%
- 55.69%
- 3-Year
- -0.58%
- 19.34%
- 5-Year
- 9.93%
- 20.72%
- 10-Year
- 9.99%
- 13.98%
- Last Bull Market
- 30.00%
- 27.85%
- Last Bear Market
- -20.18%
- -24.06%
Annual Total Return (%) History
Year
FGROX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.83% | 3.77% | 5.97% | -- |
| 2023 | 4.12% | 8.78% | -8.54% | 14.94% |
| 2022 | -10.96% | -20.18% | -0.03% | 6.27% |
| 2021 | 3.41% | 3.32% | -2.51% | -0.12% |
| 2020 | -24.21% | 32.23% | 9.25% | 26.83% |
| 2019 | 20.90% | 2.74% | -7.54% | 12.07% |
| 2018 | -2.01% | 8.94% | 6.81% | -22.44% |
| 2017 | 4.77% | 6.47% | 6.37% | 7.96% |
| 2016 | -6.17% | 2.38% | 10.48% | 4.50% |
| 2015 | 8.76% | 6.03% | -10.27% | -2.17% |
| 2014 | 3.80% | -2.82% | -4.53% | 11.31% |
| 2013 | 14.29% | 5.60% | 16.90% | 6.25% |
| 2012 | 20.65% | -7.55% | 7.03% | -1.32% |
| 2011 | 12.80% | -0.19% | -23.39% | 14.59% |
| 2010 | 5.62% | -7.98% | 12.81% | 16.74% |
| 2009 | -8.25% | 16.49% | 17.66% | 6.16% |
Rank in Category (By Total Return)
| YTD | 21 |
| 1-Month | 38 |
| 3-Month | 61 |
| 1-Year | 20 |
| 3-Year | 29 |
| 5-Year | 37 |
Load Adjusted Returns
| 1-Year | 41.21% |
| 3-Year | -0.58% |
| 5-Year | 9.93% |
| 10-Year | 9.99% |
Performance & Risk
| YTD Return | 25.30% |
| 5y Average Return | 11.57% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Emerald |
| Net Assets | 947.17M |
| YTD Return | 14.95% |
| Yield | 0.96% |
| Morningstar Rating | |
| Inception Date | Oct 21, 2008 |
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. This includes smaller companies, which are defined by the Adviser as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index.
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