Empiric 2500 A (EMCAX)

46.77 -0.93 (-1.95%) USD  |  Jun 28 2022

EMCAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 28, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Empiric 2500 A
10.96%
43.03%
6.63%
-13.45%
11.30%
21.82%
-4.64%
19.10%
27.71%
16.08%
-23.52%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.22%
Federated Hermes MDT Small Cap Growth A
17.14%
41.95%
1.42%
3.31%
20.05%
24.76%
-6.47%
20.87%
29.54%
17.33%
-28.91%
Columbia Acorn USA A
18.67%
32.34%
3.35%
-1.60%
12.70%
19.14%
-2.15%
30.88%
23.70%
8.74%
-35.44%
Janus Henderson Venture A
16.88%
41.42%
10.02%
-1.03%
6.94%
24.01%
-6.79%
30.51%
31.36%
7.43%
-26.67%
Lord Abbett Micro Cap Growth A
2.35%
78.53%
10.83%
-6.38%
2.07%
38.43%
2.74%
34.57%
79.42%
3.46%
-35.37%
As of June 28, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Empiric 2500 A
-7.68%
-15.87%
-22.91%
-25.61%
5.32%
7.23%
9.41%
4.70%
7.75%
8.52%
S&P 500 Total Return
-7.98%
-16.14%
-19.55%
-9.63%
10.94%
11.36%
13.34%
8.60%
9.13%
9.85%
Federated Hermes MDT Small Cap Growth A
-8.69%
-20.47%
-29.09%
-25.44%
3.89%
6.18%
11.69%
6.73%
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7.81%
Columbia Acorn USA A
-7.79%
-22.25%
-35.12%
-36.44%
-1.66%
3.40%
8.36%
5.49%
7.75%
8.92%
Janus Henderson Venture A
-6.80%
-15.04%
-26.64%
-26.34%
2.67%
6.47%
10.68%
7.40%
9.68%
11.19%
Lord Abbett Micro Cap Growth A
-8.14%
-21.20%
-34.70%
-40.95%
6.99%
13.91%
15.73%
11.09%
12.61%
10.58%
As of June 28, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022