EVFTX vs. SCLAX
Compare and contrast key facts about E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX).
EVFTX is managed by E-Valuator funds. It was launched on May 25, 2016. SCLAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
EVFTX vs. SCLAX - Performance Comparison
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EVFTX vs. SCLAX - 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% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | -0.20% | 6.49% | 4.92% | 6.96% | -3.74% | 1.72% | 3.30% | 7.91% | -0.67% | 3.78% |
Returns By Period
In the year-to-date period, EVFTX achieves a -0.53% return, which is significantly lower than SCLAX's -0.20% return.
EVFTX
- 1D
- 1.81%
- 1M
- -3.84%
- YTD
- -0.53%
- 6M
- 0.62%
- 1Y
- 12.02%
- 3Y*
- 7.94%
- 5Y*
- 3.54%
- 10Y*
- —
SCLAX
- 1D
- 0.40%
- 1M
- -1.55%
- YTD
- -0.20%
- 6M
- 0.79%
- 1Y
- 4.99%
- 3Y*
- 5.44%
- 5Y*
- 3.07%
- 10Y*
- 3.00%
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EVFTX vs. SCLAX - Expense Ratio Comparison
EVFTX has a 1.19% expense ratio, which is higher than SCLAX's 0.62% expense ratio.
Return for Risk
EVFTX vs. SCLAX — Risk / Return Rank
EVFTX
SCLAX
EVFTX vs. SCLAX - 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 SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX). 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 | SCLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.96 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.75 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.39 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.24 | -0.26 |
Martin ratioReturn relative to average drawdown | 8.25 | 9.02 | -0.78 |
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 | SCLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.96 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 1.01 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.96 | -0.36 |
Correlation
The correlation between EVFTX and SCLAX is 0.80, 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. SCLAX - Dividend Comparison
EVFTX's dividend yield for the trailing twelve months is around 4.62%, more than SCLAX's 1.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | 1.88% | 1.88% | 7.87% | 4.06% | 1.90% | 2.79% | 1.01% | 4.67% | 0.54% | 3.77% | 0.69% | 1.18% |
Drawdowns
EVFTX vs. SCLAX - Drawdown Comparison
The maximum EVFTX drawdown since its inception was -24.47%, which is greater than SCLAX's maximum drawdown of -5.59%. Use the drawdown chart below to compare losses from any high point for EVFTX and SCLAX.
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Drawdown Indicators
| EVFTX | SCLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.47% | -5.59% | -18.88% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -2.32% | -4.02% |
Max Drawdown (5Y)Largest decline over 5 years | -16.06% | -5.59% | -10.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.59% | — |
Current DrawdownCurrent decline from peak | -4.24% | -1.84% | -2.40% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -1.15% | -3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 0.58% | +0.94% |
Volatility
EVFTX vs. SCLAX - Volatility Comparison
E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) has a higher volatility of 3.99% compared to SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) at 1.19%. This indicates that EVFTX's price experiences larger fluctuations and is considered to be riskier than SCLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVFTX | SCLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 1.19% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 6.04% | 2.01% | +4.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.16% | 2.66% | +6.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.42% | 3.07% | +4.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.81% | 2.75% | +6.06% |