EVFCX vs. NWQIX
Compare and contrast key facts about E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and Nuveen Flexible Income Fund (NWQIX).
EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012. NWQIX is managed by Nuveen. It was launched on Dec 8, 2009.
Performance
EVFCX vs. NWQIX - Performance Comparison
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EVFCX vs. NWQIX - 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% | 9.53% |
NWQIX Nuveen Flexible Income Fund | 0.82% | 12.22% | 6.03% | 11.61% | -13.64% | 4.94% | 5.54% | 18.57% | -4.07% | 9.18% |
Returns By Period
In the year-to-date period, EVFCX achieves a -0.48% return, which is significantly lower than NWQIX's 0.82% return.
EVFCX
- 1D
- 1.28%
- 1M
- -2.93%
- YTD
- -0.48%
- 6M
- 0.37%
- 1Y
- 9.16%
- 3Y*
- 5.84%
- 5Y*
- 2.35%
- 10Y*
- —
NWQIX
- 1D
- 1.16%
- 1M
- -1.57%
- YTD
- 0.82%
- 6M
- 3.03%
- 1Y
- 11.93%
- 3Y*
- 9.46%
- 5Y*
- 3.97%
- 10Y*
- 5.50%
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EVFCX vs. NWQIX - Expense Ratio Comparison
EVFCX has a 1.07% expense ratio, which is higher than NWQIX's 0.70% expense ratio.
Return for Risk
EVFCX vs. NWQIX — Risk / Return Rank
EVFCX
NWQIX
EVFCX vs. NWQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and Nuveen Flexible Income Fund (NWQIX). 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 | NWQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 2.69 | -1.26 |
Sortino ratioReturn per unit of downside risk | 2.05 | 3.72 | -1.67 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.59 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 3.30 | -1.18 |
Martin ratioReturn relative to average drawdown | 8.31 | 13.39 | -5.09 |
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 | NWQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 2.69 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.70 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.73 | -0.10 |
Correlation
The correlation between EVFCX and NWQIX is 0.74, 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. NWQIX - Dividend Comparison
EVFCX's dividend yield for the trailing twelve months is around 2.84%, less than NWQIX's 6.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
NWQIX Nuveen Flexible Income Fund | 6.14% | 6.52% | 5.20% | 7.84% | 7.02% | 4.39% | 4.82% | 5.71% | 6.23% | 5.67% | 5.52% | 5.70% |
Drawdowns
EVFCX vs. NWQIX - Drawdown Comparison
The maximum EVFCX drawdown since its inception was -19.11%, smaller than the maximum NWQIX drawdown of -23.89%. Use the drawdown chart below to compare losses from any high point for EVFCX and NWQIX.
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Drawdown Indicators
| EVFCX | NWQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.11% | -23.89% | +4.78% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -3.75% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -13.38% | -17.75% | +4.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.89% | — |
Current DrawdownCurrent decline from peak | -3.30% | -1.82% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -3.03% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 0.92% | +0.24% |
Volatility
EVFCX vs. NWQIX - Volatility Comparison
E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) has a higher volatility of 3.04% compared to Nuveen Flexible Income Fund (NWQIX) at 1.97%. This indicates that EVFCX's price experiences larger fluctuations and is considered to be riskier than NWQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFCX | NWQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 1.97% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 4.36% | 2.98% | +1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 4.54% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 5.66% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.55% | 6.32% | +0.23% |