EVFTX vs. NWQIX
Compare and contrast key facts about E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) and Nuveen Flexible Income Fund (NWQIX).
EVFTX is managed by E-Valuator funds. It was launched on May 25, 2016. NWQIX is managed by Nuveen. It was launched on Dec 8, 2009.
Performance
EVFTX vs. NWQIX - Performance Comparison
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EVFTX vs. NWQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | -2.29% | 12.51% | 6.21% | 8.70% | -11.39% | 4.13% | 12.91% | 16.84% | -8.93% | 11.51% |
NWQIX Nuveen Flexible Income Fund | -0.33% | 12.22% | 6.03% | 11.61% | -13.64% | 4.94% | 5.54% | 18.57% | -4.07% | 8.87% |
Returns By Period
In the year-to-date period, EVFTX achieves a -2.29% return, which is significantly lower than NWQIX's -0.33% return.
EVFTX
- 1D
- -0.27%
- 1M
- -5.62%
- YTD
- -2.29%
- 6M
- -0.91%
- 1Y
- 10.45%
- 3Y*
- 7.30%
- 5Y*
- 3.28%
- 10Y*
- —
NWQIX
- 1D
- 0.00%
- 1M
- -2.94%
- YTD
- -0.33%
- 6M
- 2.27%
- 1Y
- 10.77%
- 3Y*
- 9.04%
- 5Y*
- 3.81%
- 10Y*
- 5.38%
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EVFTX vs. NWQIX - Expense Ratio Comparison
EVFTX has a 1.19% expense ratio, which is higher than NWQIX's 0.70% expense ratio.
Return for Risk
EVFTX vs. NWQIX — Risk / Return Rank
EVFTX
NWQIX
EVFTX vs. NWQIX - 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 Nuveen Flexible Income Fund (NWQIX). 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 | NWQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 2.58 | -1.40 |
Sortino ratioReturn per unit of downside risk | 1.69 | 3.49 | -1.80 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.56 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.91 | -1.34 |
Martin ratioReturn relative to average drawdown | 6.63 | 11.90 | -5.28 |
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 | NWQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 2.58 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.68 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.72 | -0.15 |
Correlation
The correlation between EVFTX and NWQIX is 0.70, 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. NWQIX - Dividend Comparison
EVFTX's dividend yield for the trailing twelve months is around 4.71%, less than NWQIX's 5.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 4.71% | 4.60% | 1.06% | 2.83% | 1.66% | 12.53% | 0.71% | 1.14% | 6.85% | 6.80% | 0.00% | 0.00% |
NWQIX Nuveen Flexible Income Fund | 5.75% | 6.52% | 5.20% | 7.84% | 7.02% | 4.39% | 4.82% | 5.71% | 6.23% | 5.67% | 5.52% | 5.70% |
Drawdowns
EVFTX vs. NWQIX - Drawdown Comparison
The maximum EVFTX drawdown since its inception was -24.47%, roughly equal to the maximum NWQIX drawdown of -23.89%. Use the drawdown chart below to compare losses from any high point for EVFTX and NWQIX.
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Drawdown Indicators
| EVFTX | NWQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.47% | -23.89% | -0.58% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -3.75% | -2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -16.06% | -17.75% | +1.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.89% | — |
Current DrawdownCurrent decline from peak | -5.94% | -2.94% | -3.00% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -3.04% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 0.92% | +0.58% |
Volatility
EVFTX vs. NWQIX - Volatility Comparison
E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) has a higher volatility of 3.42% compared to Nuveen Flexible Income Fund (NWQIX) at 1.50%. This indicates that EVFTX's price experiences larger fluctuations and is considered to be riskier than NWQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFTX | NWQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 1.50% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 5.77% | 2.76% | +3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.01% | 4.41% | +4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.38% | 5.64% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.79% | 6.31% | +2.48% |