EVFTX vs. EVFCX
Compare and contrast key facts about E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) and E-Valuator Conservative (15%-30%) RMS Fund (EVFCX).
EVFTX is managed by E-Valuator funds. It was launched on May 25, 2016. EVFCX is managed by E-Valuator funds. It was launched on Feb 28, 2012.
Performance
EVFTX vs. EVFCX - Performance Comparison
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EVFTX vs. EVFCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | -0.53% | 12.51% | 6.21% | 8.70% | -11.39% | 4.13% | 12.91% | 16.84% | -8.93% | 11.51% |
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | -0.48% | 10.49% | 3.43% | 6.73% | -9.65% | 1.78% | 10.84% | 12.57% | -4.42% | 9.31% |
Returns By Period
In the year-to-date period, EVFTX achieves a -0.53% return, which is significantly lower than EVFCX's -0.48% return.
EVFTX
- 1D
- 1.81%
- 1M
- -3.84%
- YTD
- -0.53%
- 6M
- 0.62%
- 1Y
- 12.02%
- 3Y*
- 7.94%
- 5Y*
- 3.54%
- 10Y*
- —
EVFCX
- 1D
- 1.28%
- 1M
- -2.93%
- YTD
- -0.48%
- 6M
- 0.37%
- 1Y
- 9.16%
- 3Y*
- 5.84%
- 5Y*
- 2.35%
- 10Y*
- —
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EVFTX vs. EVFCX - Expense Ratio Comparison
EVFTX has a 1.19% expense ratio, which is higher than EVFCX's 1.07% expense ratio.
Return for Risk
EVFTX vs. EVFCX — Risk / Return Rank
EVFTX
EVFCX
EVFTX vs. EVFCX - 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 E-Valuator Conservative (15%-30%) RMS Fund (EVFCX). 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.
| EVFTX | EVFCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.43 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.05 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.12 | -0.14 |
Martin ratioReturn relative to average drawdown | 8.25 | 8.31 | -0.06 |
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
| EVFTX | EVFCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.43 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.42 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.63 | -0.04 |
Correlation
The correlation between EVFTX and EVFCX is 0.93, 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
EVFTX vs. EVFCX - Dividend Comparison
EVFTX's dividend yield for the trailing twelve months is around 4.62%, more than EVFCX's 2.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 4.62% | 4.60% | 1.06% | 2.83% | 1.66% | 12.53% | 0.71% | 1.14% | 6.85% | 6.80% | 0.00% |
EVFCX E-Valuator Conservative (15%-30%) RMS Fund | 2.84% | 2.83% | 1.81% | 3.66% | 2.06% | 12.38% | 1.68% | 2.17% | 6.26% | 4.47% | 0.76% |
Drawdowns
EVFTX vs. EVFCX - Drawdown Comparison
The maximum EVFTX drawdown since its inception was -24.47%, which is greater than EVFCX's maximum drawdown of -19.11%. Use the drawdown chart below to compare losses from any high point for EVFTX and EVFCX.
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Drawdown Indicators
| EVFTX | EVFCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.47% | -19.11% | -5.36% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -4.54% | -1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -16.06% | -13.38% | -2.68% |
Current DrawdownCurrent decline from peak | -4.24% | -3.30% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -3.61% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 1.16% | +0.36% |
Volatility
EVFTX vs. EVFCX - Volatility Comparison
E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) has a higher volatility of 3.99% compared to E-Valuator Conservative (15%-30%) RMS Fund (EVFCX) at 3.04%. This indicates that EVFTX's price experiences larger fluctuations and is considered to be riskier than EVFCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFTX | EVFCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 3.04% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 6.04% | 4.36% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.16% | 6.59% | +2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.42% | 5.60% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.81% | 6.55% | +2.26% |