Markets

Events Calendar

Economy

Economic Indicators

Economic Calendar

Funds

Featured Content

Economic Summary Deck

Economic Summary Deck

Fund Flows by Category

Sector & Industry Data

Unlock Additional Benefits When You Refer Colleagues

Share model strategies, proposals and more

Create consistent branding across teams

Save time on administrative tasks

Enter an email address to invite people to YCharts.

Cancel

Monitor

Visualize

Fundamental Chart

Technical Chart

Report

Research

Timeseries Analysis

Investment Strategies

Manage

Custom Securities

Portfolio Optimizer

Featured Content

Best Performing Mutual Funds of the Last 10 Years

Best Performing Mutual Funds of the Last 10 Years

Dollar-Cost Averaging Scenario

Explore Investment Strategies

Unlock Additional Benefits When You Refer Colleagues

Share model strategies, proposals and more

Create consistent branding across teams

Save time on administrative tasks

Enter an email address to invite people to YCharts.

Cancel

Resources

Financial Glossary

Info

Product Release Notes

Content

Insights & Visuals

Featured Content

Fund Flows Report

Fund Flows Report

Advisor-Client Communication Survey

YCharts University Training Sessions

Unlock Additional Benefits When You Refer Colleagues

Share model strategies, proposals and more

Create consistent branding across teams

Save time on administrative tasks

Enter an email address to invite people to YCharts.

Cancel

Unlock Additional Benefits When You Refer Colleagues

Share model strategies, proposals and more

Create consistent branding across teams

Save time on administrative tasks

Enter an email address to invite people to YCharts.

Cancel

Loading...

Cancel

Emerald Insights Fund A (EFCAX)

16.55 -1.11 (-6.29%) USD | Apr 04 2025

Switch to:

Loading...

Benchmark: Broad Asset Class

Broad Asset Class

YCharts Categorization

Help

Loading...

Loading...

Reports

Actions

Notes

Add to Watchlist

Share Emerald Insights Fund A with

Can View

People can view and download

Can Edit

People can edit

Cannot View

People cannot view or edit

Help

Loading...

Loading...

OK

Unshare Item

Cancel

Unshare

Generate Report

Owner

MeShared with mePublic

Reset

Start

Preview

Delete Report

Are you sure you want to delete this report?

Note: Deleting this report template will remove it permanently for all future use across all asset types.

Cancel

DELETE

Generate Report

Securities
Select a security to populate the report or select a list.

Security
1. list

Cancel

NEXT

Help

Loading...

Generate Report

Customize your report.

* Required information.

Report title

Prepared for*

Prepared by*

Organization

Contact phone*

Contact Email

Contact URL*

Performance/Risk Data As Of:

Latest

Month End

Quarter End

Help

Loading...

Loading...

Print as Draft (?)

Help

Loading...

Cancel

Back

Next

Generate Report

Select how you would like the tearsheets to be grouped.

Export as:

Single File (?)

Separate Files (?)

Both (?)

Cancel

Back

Next

Help

Loading...

Generate Report

Select Saved Scenario

My Scenarios
Shared with Me

Delete Scenario Builder

Are you sure you want to delete this scenario builder?

Cancel

Delete

Loading...

Name	Date modified

Delete Scenario Builder

Are you sure you want to delete this scenario builder?

Cancel

Delete

Loading...

Name	Date modified	Author

Cancel

Next

Select Interactive Analysis Plan

My Plans
Shared with Me

Delete Analysis Plan

Are you sure you want to delete this analysis plan?

Cancel

Delete

Loading...

Name	Date modified

Delete Analysis Plan

Are you sure you want to delete this analysis plan?

Cancel

Delete

Loading...

Name	Date modified	Author

Cancel

Next

Selected Items

No modules selected yet.

All Talking Points

Loading...

No modules to select.

Back

Next

Create Talking Point

Talking Point Name

Talking Point Metric

Loading...

Select Financial Metric

Loading...

Category

Popular Metrics

Income Statement

Balance Sheet

Cash Flows Statement

Price and Valuation Multipliers

Returns and Performance

Risk

Means and Medians

Relative Metrics

Estimates

Dividends

Technicals

Short Interest

Institutional and Insider Holdings

ESG

Earnings and Management Effectiveness

Shareholder Payouts, Liquidity and Solvency Ratios

Company Attributes

Fund/ETF Specific

Model Portfolio Specific

Stock Only Model Portfolio Specific

SMA Specific

Gross Metrics

Advanced

Metric

Risk

Annualized Standard Deviation of Monthly Returns (3Y Lookback)

Annualized Standard Deviation of Monthly Returns (5Y Lookback)

Annualized Standard Deviation of Monthly Returns (10Y Lookback)

Max Drawdown (3Y)

Max Drawdown (5Y)

Max Drawdown (10Y)

Historical Sharpe Ratio (3Y)

Historical Sharpe Ratio (5Y)

Historical Sharpe Ratio (10Y)

Upside/Downside Ratio (3Y)

Upside/Downside Ratio (5Y)

Upside/Downside Ratio (10Y)

Upside/Downside Ratio (vs YCharts Benchmark) (3Y)

Upside/Downside Ratio (vs YCharts Benchmark) (5Y)

Upside/Downside Ratio (vs YCharts Benchmark) (10Y)

Performance

Year to Date Total Returns (Daily)

1 Month Total Returns (Daily)

3 Month Total Returns (Daily)

1 Year Total Returns (Daily)

Annualized 3 Year Total Returns (Daily)

Annualized 5 Year Total Returns (Daily)

Annualized 10 Year Total Returns (Daily)

Annualized 15 Year Total Returns (Daily)

Distributions

Dividend Yield

Dividend Per Share (5 Year Growth)

Payout Ratio

Dividend

Stock Fundamentals

EPS Diluted (TTM)

Revenue (TTM)

PE Ratio

PS Ratio

Gross Profit Margin

Profit Margin

Return on Equity

Return on Assets

Return on Invested Capital

Free Cash Flow Per Share

Debt to Equity Ratio (Annual)

Market Cap

Price to Book Value

Other

52 Week High (Daily)

52 Week Low (Daily)

Price

Price Target

Percent of Shares Outstanding Short

Discount or Premium to NAV

30-Day Average Daily Volume

Loading...

Alert

The text entered is too long for a Proposal Module, and will overflow into the module below. Continue or update with a shortened version of the text.

Cancel

Continue

Generate Report

Select a security level to use for the dollar-enabled securities in your report. (?)

Security Level

Individual Level

Individual Level

Security A

Custom

Help

Loading...

Loading...

1.

Cancel

Next

Help

Loading...

Select Risk Profile

Cancel

Next

Select Model Portfolio

Select a portfolio that aligns with the Risk Profile from the dropdown list or click Next to select another portfolio.

Cancel

Next

	Name	Date Modified

Back

Next

Add To Watchlist

View Watchlist Manager

Add to a new Watchlist:

or Select a Watchlist:

Watching On

Other Watchlists

Loading...

Loading...

Loading...

Push portfolio to iRebal

Select a name for the new portfolio in iRebal.

Cancel

Push

Quote

More

Performance

Allocations

Holdings

Attribution

Correlation Matrix

Fundamental Chart

Scatter Plot

Stress Test

ESG

Data

Emerald Insights Fund A Stress Test

Emerald Insights Fund A (EFCAX)S&P 500 Total Return (^SPXTR)

View Stress Test

No data available

Quickflows

Single
Comparison

Loading...

Performance

Calendar Year Returns

Drawdowns vs Benchmark

Factor Analysis

Return vs Market

Risk/Reward Scatter Plot

Tax Adjusted Returns

Scenarios

Dollar Cost Averaging

Historical Retirement Withdrawals

Similar Securities

Find Funds Ranked in Peer Group

Find Lower Cost Alternative

Find Similar Fund

Fund Family Evaluation

Share Class Evaluation

Technical

Moving Averages

Economic Impact

2013 Interest Rate Spike

Coronavirus Crisis

Crude Oil Hits New High

Financial Crisis Analysis

Oil Price Collapse

Real Estate Crisis

Recovery Bull Market

Returns vs Treasury Rates

Sustained Volatility

Trade Crisis w/ China

Loading...

Compare 2 to 12 securities.

Add at least 2 securitiesto view Quickflow Comparisons

Loading...

Manage Stress Tests

No stress tests exist for this user.

Add Custom

Add Template

Cancel

Update

Add Stress Test

Stress Test Title

Time Frame

Cancel

Add Stress Test

Select Stress Test Template

Reset

Cancel

Submit

Terms of Use
Disclosure
Privacy Policy
Security