EVFGX vs. SCLAX
Compare and contrast key facts about E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX).
EVFGX 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
EVFGX vs. SCLAX - Performance Comparison
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EVFGX vs. SCLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFGX E-Valuator Aggressive Growth (85%-99%) RMS Fund | -0.67% | 19.07% | 9.32% | 15.33% | -15.99% | 11.00% | 19.54% | 24.65% | -11.29% | 19.61% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | -0.20% | 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, EVFGX achieves a -0.67% return, which is significantly lower than SCLAX's -0.20% return.
EVFGX
- 1D
- 3.19%
- 1M
- -6.16%
- YTD
- -0.67%
- 6M
- 1.75%
- 1Y
- 20.70%
- 3Y*
- 12.83%
- 5Y*
- 5.88%
- 10Y*
- —
SCLAX
- 1D
- 0.40%
- 1M
- -1.55%
- YTD
- -0.20%
- 6M
- 0.79%
- 1Y
- 4.99%
- 3Y*
- 5.44%
- 5Y*
- 3.07%
- 10Y*
- 3.00%
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EVFGX vs. SCLAX - Expense Ratio Comparison
EVFGX has a 0.99% expense ratio, which is higher than SCLAX's 0.62% expense ratio.
Return for Risk
EVFGX vs. SCLAX — Risk / Return Rank
EVFGX
SCLAX
EVFGX vs. SCLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) 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.
| EVFGX | SCLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.96 | -0.68 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.75 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.39 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 2.24 | -0.38 |
Martin ratioReturn relative to average drawdown | 8.20 | 9.02 | -0.83 |
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
| EVFGX | SCLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.96 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 1.01 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.96 | -0.37 |
Correlation
The correlation between EVFGX and SCLAX is 0.75, 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
EVFGX vs. SCLAX - Dividend Comparison
EVFGX's dividend yield for the trailing twelve months is around 19.52%, more than SCLAX's 1.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVFGX E-Valuator Aggressive Growth (85%-99%) RMS Fund | 19.52% | 19.39% | 0.00% | 1.37% | 0.96% | 17.87% | 2.97% | 0.74% | 8.11% | 9.49% | 0.31% | 0.00% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | 1.88% | 1.88% | 7.87% | 4.06% | 1.90% | 2.79% | 1.01% | 4.67% | 0.54% | 3.77% | 0.69% | 1.18% |
Drawdowns
EVFGX vs. SCLAX - Drawdown Comparison
The maximum EVFGX drawdown since its inception was -33.61%, which is greater than SCLAX's maximum drawdown of -5.59%. Use the drawdown chart below to compare losses from any high point for EVFGX and SCLAX.
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Drawdown Indicators
| EVFGX | SCLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.61% | -5.59% | -28.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.52% | -2.32% | -9.20% |
Max Drawdown (5Y)Largest decline over 5 years | -24.37% | -5.59% | -18.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.59% | — |
Current DrawdownCurrent decline from peak | -6.88% | -1.84% | -5.04% |
Average DrawdownAverage peak-to-trough decline | -5.62% | -1.15% | -4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 0.58% | +2.04% |
Volatility
EVFGX vs. SCLAX - Volatility Comparison
E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) has a higher volatility of 6.58% compared to SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) at 1.19%. This indicates that EVFGX'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.
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Volatility by Period
| EVFGX | SCLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 1.19% | +5.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.51% | 2.01% | +8.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 2.66% | +14.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 3.07% | +11.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.65% | 2.75% | +12.90% |