EVFTX vs. SIFAX
Compare and contrast key facts about E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
EVFTX is managed by E-Valuator funds. It was launched on May 25, 2016. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
EVFTX vs. SIFAX - Performance Comparison
Loading graphics...
EVFTX vs. SIFAX - 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% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 8.96% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.62% |
Returns By Period
In the year-to-date period, EVFTX achieves a -0.53% return, which is significantly lower than SIFAX's 8.96% return.
EVFTX
- 1D
- 1.81%
- 1M
- -3.84%
- YTD
- -0.53%
- 6M
- 0.62%
- 1Y
- 12.02%
- 3Y*
- 7.94%
- 5Y*
- 3.54%
- 10Y*
- —
SIFAX
- 1D
- -0.35%
- 1M
- 1.77%
- YTD
- 8.96%
- 6M
- 10.57%
- 1Y
- 10.85%
- 3Y*
- 7.16%
- 5Y*
- 6.83%
- 10Y*
- 3.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EVFTX vs. SIFAX - Expense Ratio Comparison
EVFTX has a 1.19% expense ratio, which is higher than SIFAX's 0.90% expense ratio.
Return for Risk
EVFTX vs. SIFAX — Risk / Return Rank
EVFTX
SIFAX
EVFTX vs. SIFAX - 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 Inflation Managed Fund (SIFAX). 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 | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 2.03 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.86 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.40 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 3.49 | -1.50 |
Martin ratioReturn relative to average drawdown | 8.25 | 8.92 | -0.67 |
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
| EVFTX | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 2.03 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 1.25 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.36 | +0.24 |
Correlation
The correlation between EVFTX and SIFAX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EVFTX vs. SIFAX - Dividend Comparison
EVFTX's dividend yield for the trailing twelve months is around 4.62%, more than SIFAX's 4.18% 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% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.18% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
EVFTX vs. SIFAX - Drawdown Comparison
The maximum EVFTX drawdown since its inception was -24.47%, roughly equal to the maximum SIFAX drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for EVFTX and SIFAX.
Loading graphics...
Drawdown Indicators
| EVFTX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.47% | -23.62% | -0.85% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -3.07% | -3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -16.06% | -8.32% | -7.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.69% | — |
Current DrawdownCurrent decline from peak | -4.24% | -0.35% | -3.89% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -8.65% | +4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 1.25% | +0.27% |
Volatility
EVFTX vs. SIFAX - 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 Inflation Managed Fund (SIFAX) at 2.04%. This indicates that EVFTX's price experiences larger fluctuations and is considered to be riskier than SIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EVFTX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 2.04% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 6.04% | 3.93% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.16% | 5.30% | +3.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.42% | 5.50% | +1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.81% | 5.16% | +3.65% |