EVFCX vs. BERIX
EVFCX (E-Valuator Conservative (15%-30%) RMS Fund) and BERIX (Chartwell Income Fund) are both Diversified Portfolio funds. Over the past 10 years, EVFCX returned 4.29%/yr vs 4.53%/yr for BERIX. Their 0.71 correlation means they have sometimes moved together and sometimes differently. EVFCX charges 1.07%/yr vs 0.64%/yr for BERIX.
Performance
EVFCX vs. BERIX - Performance Comparison
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Returns By Period
In the year-to-date period, EVFCX achieves a 4.22% return, which is significantly higher than BERIX's 3.01% return. Over the past 10 years, EVFCX has underperformed BERIX with an annualized return of 4.29%, while BERIX has yielded a comparatively higher 4.53% annualized return.
EVFCX
- 1D
- 0.95%
- 1M
- -1.05%
- 6M
- 2.63%
- YTD
- 4.22%
- 1Y
- 8.80%
- 3Y*
- 6.72%
- 5Y*
- 2.85%
- 10Y*
- 4.29%
- ALL TIME*
- 4.45%
BERIX
- 1D
- 0.21%
- 1M
- 0.63%
- 6M
- 0.48%
- YTD
- 3.01%
- 1Y
- 10.96%
- 3Y*
- 8.69%
- 5Y*
- 4.14%
- 10Y*
- 4.53%
- ALL TIME*
- 5.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EVFCX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | 4.22% | 10.49% | 3.43% | 6.73% | -9.65% | 1.78% | 10.84% | 12.57% | -4.42% | 9.53% |
BERIX Chartwell Income Fund | 3.01% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Correlation
The correlation between EVFCX and BERIX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.71 |
Correlation (All Time) Calculated using the full available price history since May 26, 2016 | 0.71 |
Over the past year, the correlation between EVFCX and BERIX has dropped to 0.48 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
EVFCX vs. BERIX — Risk / Return Rank
EVFCX
BERIX
EVFCX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and Chartwell Income Fund (BERIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EVFCX | BERIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.44 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 2.83 | -0.92 |
| Martin ratioReturn relative to average drawdown | 7.49 | 7.99 | -0.50 |
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Drawdowns
EVFCX vs. BERIX - Drawdown Comparison
The maximum EVFCX drawdown since its inception was -19.11%, smaller than the maximum BERIX drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for EVFCX and BERIX.
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Drawdown Indicators
| EVFCX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.11% | -20.34% | +1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -4.52% | -3.90% | -0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -7.50% | -4.60% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -13.38% | -15.73% | +2.35% |
Max Drawdown (10Y)Largest decline over 10 years | -19.11% | -20.34% | +1.23% |
Current DrawdownCurrent decline from peak | -1.78% | -2.75% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -2.59% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 1.38% | -0.23% |
Volatility
EVFCX vs. BERIX - Volatility Comparison
E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) has a higher volatility of 2.01% compared to Chartwell Income Fund (BERIX) at 0.70%. This indicates that EVFCX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFCX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.01% | 0.70% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 5.63% | 4.14% | +1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.47% | 5.10% | +1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.88% | 5.97% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.62% | 6.00% | +0.62% |
EVFCX vs. BERIX - Expense Ratio Comparison
EVFCX has a 1.07% expense ratio, which is higher than BERIX's 0.64% expense ratio.
Dividends
EVFCX vs. BERIX - Dividend Comparison
EVFCX's dividend yield for the trailing twelve months is around 2.60%, less than BERIX's 4.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 4.26% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | 2.60% | 2.83% | 1.81% | 3.66% | 2.06% | 12.38% | 1.68% | 2.17% | 6.26% | 4.47% | 0.76% | 0.00% |
Frequently Asked Questions
EVFCX and BERIX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVFCX has higher volatility (2.01%) compared to BERIX (0.70%). In terms of maximum drawdown, EVFCX dropped -19.11% vs BERIX's -20.34%.
BERIX currently has the higher Sharpe Ratio (2.18 vs 1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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