EVGRX vs. CONWX
Compare and contrast key facts about E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and Concorde Wealth Management Fund (CONWX).
EVGRX is managed by E-Valuator funds. It was launched on Feb 28, 2012. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
EVGRX vs. CONWX - Performance Comparison
Loading graphics...
EVGRX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVGRX E-Valuator Growth (70%-85%) RMS Fund | -3.46% | 17.21% | 9.46% | 13.75% | -15.04% | 8.67% | 19.99% | 22.25% | -9.56% | 18.69% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Returns By Period
In the year-to-date period, EVGRX achieves a -3.46% return, which is significantly lower than CONWX's 8.18% return.
EVGRX
- 1D
- -0.53%
- 1M
- -8.30%
- YTD
- -3.46%
- 6M
- -1.21%
- 1Y
- 15.32%
- 3Y*
- 10.85%
- 5Y*
- 4.99%
- 10Y*
- —
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EVGRX vs. CONWX - Expense Ratio Comparison
EVGRX has a 0.98% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
EVGRX vs. CONWX — Risk / Return Rank
EVGRX
CONWX
EVGRX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and Concorde Wealth Management Fund (CONWX). 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.
| EVGRX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.70 | -0.62 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.36 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.37 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.99 | -0.61 |
Martin ratioReturn relative to average drawdown | 6.11 | 11.30 | -5.19 |
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
| EVGRX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.70 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.74 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.78 | -0.17 |
Correlation
The correlation between EVGRX and CONWX is 0.79, 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
EVGRX vs. CONWX - Dividend Comparison
EVGRX's dividend yield for the trailing twelve months is around 19.76%, more than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EVGRX E-Valuator Growth (70%-85%) RMS Fund | 19.76% | 19.08% | 0.13% | 1.88% | 1.48% | 20.40% | 5.41% | 1.08% | 10.83% | 9.95% | 0.47% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% |
Drawdowns
EVGRX vs. CONWX - Drawdown Comparison
The maximum EVGRX drawdown since its inception was -31.15%, which is greater than CONWX's maximum drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for EVGRX and CONWX.
Loading graphics...
Drawdown Indicators
| EVGRX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.15% | -26.09% | -5.06% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -8.60% | -1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -22.72% | -12.49% | -10.23% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.09% | — |
Current DrawdownCurrent decline from peak | -8.75% | -2.03% | -6.72% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -2.78% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 1.52% | +0.78% |
Volatility
EVGRX vs. CONWX - Volatility Comparison
E-Valuator Growth (70%-85%) RMS Fund (EVGRX) has a higher volatility of 4.88% compared to Concorde Wealth Management Fund (CONWX) at 2.12%. This indicates that EVGRX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EVGRX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 2.12% | +2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 8.80% | 5.43% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 10.70% | +3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 10.26% | +2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 11.15% | +2.26% |