EVFGX vs. TSAIX
Compare and contrast key facts about E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
EVFGX 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
EVFGX vs. TSAIX - Performance Comparison
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EVFGX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFGX E-Valuator Aggressive Growth (85%-99%) RMS Fund | -3.75% | 19.07% | 9.32% | 15.33% | -15.99% | 11.00% | 19.54% | 24.65% | -11.29% | 19.61% |
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, EVFGX achieves a -3.75% return, which is significantly higher than TSAIX's -5.91% return.
EVFGX
- 1D
- -0.62%
- 1M
- -9.25%
- YTD
- -3.75%
- 6M
- -1.08%
- 1Y
- 17.42%
- 3Y*
- 11.65%
- 5Y*
- 5.45%
- 10Y*
- —
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
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EVFGX vs. TSAIX - Expense Ratio Comparison
EVFGX has a 0.99% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
EVFGX vs. TSAIX — Risk / Return Rank
EVFGX
TSAIX
EVFGX vs. TSAIX - 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 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.
| EVFGX | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.92 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.37 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.08 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.13 | 4.80 | +1.34 |
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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.92 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 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 | 0.56 | 0.65 | -0.09 |
Correlation
The correlation between EVFGX and TSAIX is 0.95, 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. TSAIX - Dividend Comparison
EVFGX's dividend yield for the trailing twelve months is around 20.14%, more than TSAIX's 7.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVFGX E-Valuator Aggressive Growth (85%-99%) RMS Fund | 20.14% | 19.39% | 0.00% | 1.37% | 0.96% | 17.87% | 2.97% | 0.74% | 8.11% | 9.49% | 0.31% | 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
EVFGX vs. TSAIX - Drawdown Comparison
The maximum EVFGX drawdown since its inception was -33.61%, roughly equal to the maximum TSAIX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for EVFGX and TSAIX.
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Drawdown Indicators
| EVFGX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.61% | -34.58% | +0.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.52% | -11.72% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -24.37% | -28.28% | +3.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.58% | — |
Current DrawdownCurrent decline from peak | -9.76% | -10.28% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -4.96% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.77% | -0.19% |
Volatility
EVFGX vs. TSAIX - Volatility Comparison
E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) have volatilities of 5.51% and 5.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFGX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 5.29% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 9.81% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 17.09% | -0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.39% | 16.15% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.62% | 17.59% | -1.97% |