EVFCX vs. EVFTX
Compare and contrast key facts about E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX).
EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012. EVFTX is managed by E-Valuator funds. It was launched on May 25, 2016.
Performance
EVFCX vs. EVFTX - Performance Comparison
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EVFCX vs. EVFTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | -0.48% | 10.49% | 3.43% | 6.73% | -9.65% | 1.78% | 10.84% | 12.57% | -4.42% | 9.31% |
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | -0.53% | 12.51% | 6.21% | 8.70% | -11.39% | 4.13% | 12.91% | 16.84% | -8.93% | 11.51% |
Returns By Period
In the year-to-date period, EVFCX achieves a -0.48% return, which is significantly higher than EVFTX's -0.53% return.
EVFCX
- 1D
- 1.28%
- 1M
- -2.93%
- YTD
- -0.48%
- 6M
- 0.37%
- 1Y
- 9.16%
- 3Y*
- 5.84%
- 5Y*
- 2.35%
- 10Y*
- —
EVFTX
- 1D
- 1.81%
- 1M
- -3.84%
- YTD
- -0.53%
- 6M
- 0.62%
- 1Y
- 12.02%
- 3Y*
- 7.94%
- 5Y*
- 3.54%
- 10Y*
- —
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EVFCX vs. EVFTX - Expense Ratio Comparison
EVFCX has a 1.07% expense ratio, which is lower than EVFTX's 1.19% expense ratio.
Return for Risk
EVFCX vs. EVFTX — Risk / Return Rank
EVFCX
EVFTX
EVFCX vs. EVFTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX). 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.
| EVFCX | EVFTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.36 | +0.07 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.96 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.28 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.98 | +0.14 |
Martin ratioReturn relative to average drawdown | 8.31 | 8.25 | +0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVFCX | EVFTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.36 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.48 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.59 | +0.04 |
Correlation
The correlation between EVFCX and EVFTX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EVFCX vs. EVFTX - Dividend Comparison
EVFCX's dividend yield for the trailing twelve months is around 2.84%, less than EVFTX's 4.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | 2.84% | 2.83% | 1.81% | 3.66% | 2.06% | 12.38% | 1.68% | 2.17% | 6.26% | 4.47% | 0.76% |
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 4.62% | 4.60% | 1.06% | 2.83% | 1.66% | 12.53% | 0.71% | 1.14% | 6.85% | 6.80% | 0.00% |
Drawdowns
EVFCX vs. EVFTX - Drawdown Comparison
The maximum EVFCX drawdown since its inception was -19.11%, smaller than the maximum EVFTX drawdown of -24.47%. Use the drawdown chart below to compare losses from any high point for EVFCX and EVFTX.
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Drawdown Indicators
| EVFCX | EVFTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.11% | -24.47% | +5.36% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -6.34% | +1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -13.38% | -16.06% | +2.68% |
Current DrawdownCurrent decline from peak | -3.30% | -4.24% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -4.16% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 1.52% | -0.36% |
Volatility
EVFCX vs. EVFTX - Volatility Comparison
The current volatility for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) is 3.04%, while E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) has a volatility of 3.99%. This indicates that EVFCX experiences smaller price fluctuations and is considered to be less risky than EVFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFCX | EVFTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 3.99% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 4.36% | 6.04% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 9.16% | -2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 7.42% | -1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.55% | 8.81% | -2.26% |