EVFGX vs. SIFAX
Compare and contrast key facts about E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
EVFGX 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
EVFGX vs. SIFAX - Performance Comparison
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EVFGX vs. SIFAX - 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% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 8.96% | 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, EVFGX achieves a -0.67% return, which is significantly lower than SIFAX's 8.96% return.
EVFGX
- 1D
- 3.19%
- 1M
- -6.16%
- YTD
- -0.67%
- 6M
- 1.75%
- 1Y
- 20.70%
- 3Y*
- 12.83%
- 5Y*
- 5.88%
- 10Y*
- —
SIFAX
- 1D
- -0.35%
- 1M
- 1.77%
- YTD
- 8.96%
- 6M
- 10.57%
- 1Y
- 10.85%
- 3Y*
- 7.16%
- 5Y*
- 6.83%
- 10Y*
- 3.91%
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EVFGX vs. SIFAX - Expense Ratio Comparison
EVFGX has a 0.99% expense ratio, which is higher than SIFAX's 0.90% expense ratio.
Return for Risk
EVFGX vs. SIFAX — Risk / Return Rank
EVFGX
SIFAX
EVFGX vs. SIFAX - 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 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.
| EVFGX | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 2.03 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.86 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 3.49 | -1.62 |
Martin ratioReturn relative to average drawdown | 8.20 | 8.92 | -0.72 |
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 | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 2.03 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 1.25 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.36 | +0.23 |
Correlation
The correlation between EVFGX and SIFAX is 0.26, 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
EVFGX vs. SIFAX - Dividend Comparison
EVFGX's dividend yield for the trailing twelve months is around 19.52%, more than SIFAX's 4.18% 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% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.18% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
EVFGX vs. SIFAX - Drawdown Comparison
The maximum EVFGX drawdown since its inception was -33.61%, which is greater than SIFAX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for EVFGX and SIFAX.
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Drawdown Indicators
| EVFGX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.61% | -23.62% | -9.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.52% | -3.07% | -8.45% |
Max Drawdown (5Y)Largest decline over 5 years | -24.37% | -8.32% | -16.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.69% | — |
Current DrawdownCurrent decline from peak | -6.88% | -0.35% | -6.53% |
Average DrawdownAverage peak-to-trough decline | -5.62% | -8.65% | +3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 1.25% | +1.37% |
Volatility
EVFGX vs. SIFAX - 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 Inflation Managed Fund (SIFAX) at 2.04%. This indicates that EVFGX'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
| EVFGX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 2.04% | +4.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.51% | 3.93% | +6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 5.30% | +11.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 5.50% | +8.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.65% | 5.16% | +10.49% |