EVFCX vs. EVVCX
Compare and contrast key facts about E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX).
EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012. EVVCX is managed by E-Valuator funds. It was launched on May 25, 2016.
Performance
EVFCX vs. EVVCX - Performance Comparison
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EVFCX vs. EVVCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | -1.75% | 10.49% | 3.43% | 6.73% | -9.65% | 1.78% | 10.84% | 12.57% | -4.42% | 9.31% |
EVVCX E-Valuator Very Conservative (0%-15%) RMS Fund | -1.22% | 8.57% | 0.37% | 4.70% | -7.06% | -0.54% | 7.69% | 9.79% | -3.20% | 6.36% |
Returns By Period
In the year-to-date period, EVFCX achieves a -1.75% return, which is significantly lower than EVVCX's -1.22% return.
EVFCX
- 1D
- -0.10%
- 1M
- -4.25%
- YTD
- -1.75%
- 6M
- -0.61%
- 1Y
- 8.00%
- 3Y*
- 5.39%
- 5Y*
- 2.14%
- 10Y*
- —
EVVCX
- 1D
- 0.00%
- 1M
- -3.18%
- YTD
- -1.22%
- 6M
- -0.40%
- 1Y
- 6.00%
- 3Y*
- 3.41%
- 5Y*
- 1.17%
- 10Y*
- —
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EVFCX vs. EVVCX - Expense Ratio Comparison
EVFCX has a 1.07% expense ratio, which is lower than EVVCX's 1.20% expense ratio.
Return for Risk
EVFCX vs. EVVCX — Risk / Return Rank
EVFCX
EVVCX
EVFCX vs. EVVCX - 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 Very Conservative (0%-15%) RMS Fund (EVVCX). 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 | EVVCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.32 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.84 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.87 | -0.13 |
Martin ratioReturn relative to average drawdown | 6.93 | 7.22 | -0.29 |
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 | EVVCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.32 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.26 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.52 | +0.09 |
Correlation
The correlation between EVFCX and EVVCX is 0.87, 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. EVVCX - Dividend Comparison
EVFCX's dividend yield for the trailing twelve months is around 2.88%, less than EVVCX's 3.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | 2.88% | 2.83% | 1.81% | 3.66% | 2.06% | 12.38% | 1.68% | 2.17% | 6.26% | 4.47% | 0.76% |
EVVCX E-Valuator Very Conservative (0%-15%) RMS Fund | 3.28% | 3.24% | 1.57% | 4.02% | 2.00% | 6.18% | 0.94% | 2.36% | 3.81% | 3.07% | 0.00% |
Drawdowns
EVFCX vs. EVVCX - Drawdown Comparison
The maximum EVFCX drawdown since its inception was -19.11%, which is greater than EVVCX's maximum drawdown of -15.70%. Use the drawdown chart below to compare losses from any high point for EVFCX and EVVCX.
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Drawdown Indicators
| EVFCX | EVVCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.11% | -15.70% | -3.41% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -3.28% | -1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -13.38% | -9.41% | -3.97% |
Current DrawdownCurrent decline from peak | -4.52% | -3.28% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -2.72% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 0.85% | +0.29% |
Volatility
EVFCX vs. EVVCX - Volatility Comparison
E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) has a higher volatility of 2.65% compared to E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) at 2.07%. This indicates that EVFCX's price experiences larger fluctuations and is considered to be riskier than EVVCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFCX | EVVCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 2.07% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 4.18% | 3.11% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.48% | 4.65% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 4.47% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.54% | 5.06% | +1.48% |