EVFCX vs. TSAIX
Compare and contrast key facts about E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
EVFCX vs. TSAIX - Performance Comparison
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EVFCX vs. TSAIX - 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% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, EVFCX achieves a -1.75% return, which is significantly higher than TSAIX's -5.91% return.
EVFCX
- 1D
- -0.10%
- 1M
- -4.25%
- YTD
- -1.75%
- 6M
- -0.61%
- 1Y
- 8.00%
- 3Y*
- 5.39%
- 5Y*
- 2.14%
- 10Y*
- —
TSAIX
- 1D
- -0.38%
- 1M
- -9.06%
- YTD
- -5.91%
- 6M
- -3.40%
- 1Y
- 15.03%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
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EVFCX vs. TSAIX - Expense Ratio Comparison
EVFCX has a 1.07% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
EVFCX vs. TSAIX — Risk / Return Rank
EVFCX
TSAIX
EVFCX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). 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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.92 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.37 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.08 | +0.66 |
Martin ratioReturn relative to average drawdown | 6.93 | 4.80 | +2.13 |
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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.92 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.46 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.65 | -0.04 |
Correlation
The correlation between EVFCX and TSAIX is 0.82, 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. TSAIX - Dividend Comparison
EVFCX's dividend yield for the trailing twelve months is around 2.88%, less than TSAIX's 7.84% 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% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
EVFCX vs. TSAIX - Drawdown Comparison
The maximum EVFCX drawdown since its inception was -19.11%, smaller than the maximum TSAIX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for EVFCX and TSAIX.
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Drawdown Indicators
| EVFCX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.11% | -34.58% | +15.47% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -11.72% | +7.18% |
Max Drawdown (5Y)Largest decline over 5 years | -13.38% | -28.28% | +14.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.58% | — |
Current DrawdownCurrent decline from peak | -4.52% | -10.28% | +5.76% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -4.96% | +1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 2.77% | -1.63% |
Volatility
EVFCX vs. TSAIX - Volatility Comparison
The current volatility for E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) is 2.65%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that EVFCX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFCX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 5.29% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 4.18% | 9.81% | -5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.48% | 17.09% | -10.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 16.15% | -10.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.54% | 17.59% | -11.05% |