EVFCX vs. SCLAX

Last updated Apr 1, 2026

Compare and contrast key facts about E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX).

EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012. SCLAX is managed by BlackRock. It was launched on Apr 8, 2012.

Performance

EVFCX vs. SCLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX). The values are adjusted to include any dividend payments, if applicable.

EVFCX vs. SCLAX - 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%	9.53%
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund	-0.59%	6.49%	4.92%	6.96%	-3.74%	1.72%	3.30%	7.91%	-0.67%	3.88%

Returns By Period

In the year-to-date period, EVFCX achieves a -1.75% return, which is significantly lower than SCLAX's -0.59% return.

EVFCX

• 1D: -0.10%
• 1M: -4.25%
• YTD: -1.75%
• 6M: -0.61%
• 1Y: 8.00%
• 3Y*: 5.39%
• 5Y*: 2.14%
• 10Y*: —

SCLAX

• 1D: 0.10%
• 1M: -1.94%
• YTD: -0.59%
• 6M: 0.39%
• 1Y: 4.57%
• 3Y*: 5.30%
• 5Y*: 3.05%
• 10Y*: 2.96%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EVFCX vs. SCLAX - Expense Ratio Comparison

EVFCX has a 1.07% expense ratio, which is higher than SCLAX's 0.62% expense ratio.

EVFCX

E-Valuator Conservative (15%-30%) RMS Fund

SCLAX

SEI Institutional Managed Trust Multi-Asset Capital Stability Fund

Return for Risk

EVFCX vs. SCLAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVFCX

EVFCX Risk / Return Rank: 72
EVFCX Sharpe Ratio Rank: 72
EVFCX Sortino Ratio Rank: 72
EVFCX Omega Ratio Rank: 67
EVFCX Calmar Ratio Rank: 75
EVFCX Martin Ratio Rank: 73

SCLAX

SCLAX Risk / Return Rank: 86
SCLAX Sharpe Ratio Rank: 89
SCLAX Sortino Ratio Rank: 90
SCLAX Omega Ratio Rank: 86
SCLAX Calmar Ratio Rank: 84
SCLAX Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EVFCX vs. SCLAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX). 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	SCLAX	Difference
Sharpe ratio Return per unit of total volatility	1.28	1.82	-0.54
Sortino ratio Return per unit of downside risk	1.81	2.54	-0.73
Omega ratio Gain probability vs. loss probability	1.25	1.36	-0.10
Calmar ratio Return relative to maximum drawdown	1.74	2.06	-0.32
Martin ratio Return relative to average drawdown	6.93	8.48	-1.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EVFCX vs. SCLAX - Sharpe Ratio Comparison

The current EVFCX Sharpe Ratio is 1.28, which is comparable to the SCLAX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of EVFCX and SCLAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EVFCX	SCLAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.28	1.82	-0.54
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.39	1.00	-0.61
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.08	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.61	0.94	-0.33

Correlation

The correlation between EVFCX and SCLAX is 0.79, 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. SCLAX - Dividend Comparison

EVFCX's dividend yield for the trailing twelve months is around 2.88%, more than SCLAX's 1.89% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%	0.00%
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund	1.89%	1.88%	7.87%	4.06%	1.90%	2.79%	1.01%	4.67%	0.54%	3.77%	0.69%	1.18%

Drawdowns

EVFCX vs. SCLAX - Drawdown Comparison

The maximum EVFCX drawdown since its inception was -19.11%, which is greater than SCLAX's maximum drawdown of -5.59%. Use the drawdown chart below to compare losses from any high point for EVFCX and SCLAX.

Drawdown Indicators

	EVFCX	SCLAX	Difference
Max Drawdown Largest peak-to-trough decline	-19.11%	-5.59%	-13.52%
Max Drawdown (1Y) Largest decline over 1 year	-4.54%	-2.32%	-2.22%
Max Drawdown (5Y) Largest decline over 5 years	-13.38%	-5.59%	-7.79%
Max Drawdown (10Y) Largest decline over 10 years	—	-5.59%	—
Current Drawdown Current decline from peak	-4.52%	-2.23%	-2.29%
Average Drawdown Average peak-to-trough decline	-3.61%	-1.15%	-2.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.14%	0.56%	+0.58%

Volatility

EVFCX vs. SCLAX - Volatility Comparison

E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) has a higher volatility of 2.65% compared to SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) at 1.10%. This indicates that EVFCX's price experiences larger fluctuations and is considered to be riskier than SCLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EVFCX	SCLAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.65%	1.10%	+1.55%
Volatility (6M) Calculated over the trailing 6-month period	4.18%	1.98%	+2.20%
Volatility (1Y) Calculated over the trailing 1-year period	6.48%	2.64%	+3.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.58%	3.07%	+2.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.54%	2.74%	+3.80%