EVFMX vs. TSAIX
Compare and contrast key facts about E-Valuator Moderate (50%-70%) RMS Fund (EVFMX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
EVFMX 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
EVFMX vs. TSAIX - Performance Comparison
Loading graphics...
EVFMX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFMX E-Valuator Moderate (50%-70%) RMS Fund | -0.71% | 15.41% | 7.57% | 11.01% | -13.31% | 6.66% | 15.65% | 20.16% | -7.91% | 15.82% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -3.02% | 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, EVFMX achieves a -0.71% return, which is significantly higher than TSAIX's -3.02% return.
EVFMX
- 1D
- 2.38%
- 1M
- -4.69%
- YTD
- -0.71%
- 6M
- 0.99%
- 1Y
- 15.67%
- 3Y*
- 9.91%
- 5Y*
- 4.43%
- 10Y*
- —
TSAIX
- 1D
- 3.07%
- 1M
- -6.27%
- YTD
- -3.02%
- 6M
- -0.43%
- 1Y
- 18.56%
- 3Y*
- 15.56%
- 5Y*
- 7.78%
- 10Y*
- 10.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EVFMX vs. TSAIX - Expense Ratio Comparison
EVFMX has a 1.00% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
EVFMX vs. TSAIX — Risk / Return Rank
EVFMX
TSAIX
EVFMX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Moderate (50%-70%) RMS Fund (EVFMX) 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.
| EVFMX | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.10 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.62 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.24 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.45 | +0.46 |
Martin ratioReturn relative to average drawdown | 8.29 | 6.28 | +2.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EVFMX | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.10 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.48 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.67 | -0.06 |
Correlation
The correlation between EVFMX and TSAIX is 0.94, 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
EVFMX vs. TSAIX - Dividend Comparison
EVFMX's dividend yield for the trailing twelve months is around 9.25%, more than TSAIX's 7.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVFMX E-Valuator Moderate (50%-70%) RMS Fund | 9.25% | 9.19% | 0.50% | 2.52% | 1.96% | 21.05% | 3.39% | 2.53% | 9.89% | 7.05% | 0.70% | 0.00% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.61% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
EVFMX vs. TSAIX - Drawdown Comparison
The maximum EVFMX drawdown since its inception was -28.30%, smaller than the maximum TSAIX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for EVFMX and TSAIX.
Loading graphics...
Drawdown Indicators
| EVFMX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.30% | -34.58% | +6.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -11.72% | +3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -19.62% | -28.28% | +8.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.58% | — |
Current DrawdownCurrent decline from peak | -5.25% | -7.52% | +2.27% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -4.96% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 2.71% | -0.75% |
Volatility
EVFMX vs. TSAIX - Volatility Comparison
The current volatility for E-Valuator Moderate (50%-70%) RMS Fund (EVFMX) is 5.06%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 6.34%. This indicates that EVFMX 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.
Loading graphics...
Volatility by Period
| EVFMX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 6.34% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 7.80% | 10.26% | -2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.18% | 17.32% | -5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.15% | 16.20% | -6.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.73% | 17.62% | -5.89% |