EVFCX vs. SIFAX
Compare and contrast key facts about E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
EVFCX vs. SIFAX - Performance Comparison
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EVFCX vs. SIFAX - 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% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 9.34% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Returns By Period
In the year-to-date period, EVFCX achieves a -1.75% return, which is significantly lower than SIFAX's 9.34% return.
EVFCX
- 1D
- -0.10%
- 1M
- -4.25%
- YTD
- -1.75%
- 6M
- -0.61%
- 1Y
- 8.00%
- 3Y*
- 5.39%
- 5Y*
- 2.14%
- 10Y*
- —
SIFAX
- 1D
- 0.46%
- 1M
- 2.61%
- YTD
- 9.34%
- 6M
- 11.23%
- 1Y
- 11.09%
- 3Y*
- 7.29%
- 5Y*
- 6.95%
- 10Y*
- 3.95%
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EVFCX vs. SIFAX - Expense Ratio Comparison
EVFCX has a 1.07% expense ratio, which is higher than SIFAX's 0.90% expense ratio.
Return for Risk
EVFCX vs. SIFAX — Risk / Return Rank
EVFCX
SIFAX
EVFCX vs. SIFAX - 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 Inflation Managed Fund (SIFAX). 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 | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 2.19 | -0.91 |
Sortino ratioReturn per unit of downside risk | 1.81 | 3.07 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.43 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 3.74 | -2.00 |
Martin ratioReturn relative to average drawdown | 6.93 | 9.56 | -2.63 |
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 | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 2.19 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 1.27 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.36 | +0.25 |
Correlation
The correlation between EVFCX and SIFAX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EVFCX vs. SIFAX - Dividend Comparison
EVFCX's dividend yield for the trailing twelve months is around 2.88%, less than SIFAX's 4.16% 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% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.16% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
EVFCX vs. SIFAX - Drawdown Comparison
The maximum EVFCX drawdown since its inception was -19.11%, smaller than the maximum SIFAX drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for EVFCX and SIFAX.
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Drawdown Indicators
| EVFCX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.11% | -23.62% | +4.51% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -3.07% | -1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -13.38% | -8.32% | -5.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.69% | — |
Current DrawdownCurrent decline from peak | -4.52% | 0.00% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -8.65% | +5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 1.25% | -0.11% |
Volatility
EVFCX vs. SIFAX - 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 Inflation Managed Fund (SIFAX) at 2.03%. This indicates that EVFCX's price experiences larger fluctuations and is considered to be riskier than SIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFCX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 2.03% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 4.18% | 3.91% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.48% | 5.30% | +1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 5.50% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.54% | 5.16% | +1.38% |