EVFTX vs. AOBLX
EVFTX (E-Valuator Conservative/Moderate (30%-50%) RMS Fund) and AOBLX (Victory Pioneer Balanced Fund Class A) are both Diversified Portfolio funds. Over the past 5 years, EVFTX returned 4.52%/yr vs 9.01%/yr for AOBLX. Their correlation of 0.89 means they have usually moved in the same direction. EVFTX charges 1.19%/yr vs 0.93%/yr for AOBLX.
Performance
EVFTX vs. AOBLX - Performance Comparison
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Returns By Period
In the year-to-date period, EVFTX achieves a 7.14% return, which is significantly lower than AOBLX's 14.35% return.
EVFTX
- 1D
- 0.84%
- 1M
- -0.33%
- 6M
- 4.47%
- YTD
- 7.14%
- 1Y
- 12.38%
- 3Y*
- 9.90%
- 5Y*
- 4.52%
- 10Y*
- —
- ALL TIME*
- 5.83%
AOBLX
- 1D
- 1.19%
- 1M
- 0.42%
- 6M
- 10.77%
- YTD
- 14.35%
- 1Y
- 27.32%
- 3Y*
- 16.64%
- 5Y*
- 9.01%
- 10Y*
- 9.98%
- ALL TIME*
- 7.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EVFTX vs. AOBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 7.14% | 12.51% | 6.21% | 8.70% | -11.39% | 4.13% | 12.91% | 16.84% | -8.93% | 11.51% |
AOBLX Victory Pioneer Balanced Fund Class A | 14.35% | 19.59% | 9.46% | 15.00% | -14.64% | 15.10% | 13.15% | 21.75% | -4.63% | 14.99% |
Correlation
The correlation between EVFTX and AOBLX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.89 |
The correlation between EVFTX and AOBLX has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.
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Return for Risk
EVFTX vs. AOBLX — Risk / Return Rank
EVFTX
AOBLX
EVFTX vs. AOBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) and Victory Pioneer Balanced Fund Class A (AOBLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EVFTX | AOBLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.51 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 4.48 | -2.22 |
| Martin ratioReturn relative to average drawdown | 9.14 | 19.19 | -10.05 |
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Drawdowns
EVFTX vs. AOBLX - Drawdown Comparison
The maximum EVFTX drawdown since its inception was -24.47%, smaller than the maximum AOBLX drawdown of -36.70%. Use the drawdown chart below to compare losses from any high point for EVFTX and AOBLX.
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Drawdown Indicators
| EVFTX | AOBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.47% | -36.70% | +12.23% |
Max Drawdown (1Y)Largest decline over 1 year | -5.94% | -6.42% | +0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -9.34% | -13.52% | +4.18% |
Max Drawdown (5Y)Largest decline over 5 years | -16.06% | -20.48% | +4.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.31% | — |
Current DrawdownCurrent decline from peak | -1.14% | -0.28% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -3.80% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 1.50% | -0.03% |
Volatility
EVFTX vs. AOBLX - Volatility Comparison
E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) and Victory Pioneer Balanced Fund Class A (AOBLX) have volatilities of 2.74% and 2.86%, 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
| EVFTX | AOBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.74% | 2.86% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 7.55% | 8.08% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.80% | 10.22% | -1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.77% | 11.18% | -3.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.86% | 11.35% | -2.49% |
EVFTX vs. AOBLX - Expense Ratio Comparison
EVFTX has a 1.19% expense ratio, which is higher than AOBLX's 0.93% expense ratio.
Dividends
EVFTX vs. AOBLX - Dividend Comparison
EVFTX's dividend yield for the trailing twelve months is around 3.18%, which matches AOBLX's 3.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOBLX Victory Pioneer Balanced Fund Class A | 3.16% | 3.48% | 2.28% | 1.52% | 2.97% | 8.33% | 4.31% | 5.78% | 9.70% | 9.22% | 2.51% | 3.97% |
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 3.18% | 4.60% | 1.06% | 2.83% | 1.66% | 12.53% | 0.71% | 1.14% | 6.85% | 6.80% | 0.00% | 0.00% |
Frequently Asked Questions
EVFTX and AOBLX have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOBLX has higher volatility (2.86%) compared to EVFTX (2.74%). In terms of maximum drawdown, EVFTX dropped -24.47% vs AOBLX's -36.70%.
AOBLX currently has the higher Sharpe Ratio (2.82 vs 1.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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