EVGRX vs. CSTAX
Compare and contrast key facts about E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and American Funds College 2027 Fund (CSTAX).
EVGRX is managed by E-Valuator funds. It was launched on Feb 28, 2012. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
EVGRX vs. CSTAX - Performance Comparison
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EVGRX vs. CSTAX - 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% |
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
Returns By Period
In the year-to-date period, EVGRX achieves a -3.46% return, which is significantly lower than CSTAX's -0.65% return.
EVGRX
- 1D
- -0.53%
- 1M
- -8.30%
- YTD
- -3.46%
- 6M
- -1.21%
- 1Y
- 15.32%
- 3Y*
- 10.85%
- 5Y*
- 4.99%
- 10Y*
- —
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
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EVGRX vs. CSTAX - Expense Ratio Comparison
EVGRX has a 0.98% expense ratio, which is higher than CSTAX's 0.41% expense ratio.
Return for Risk
EVGRX vs. CSTAX — Risk / Return Rank
EVGRX
CSTAX
EVGRX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and American Funds College 2027 Fund (CSTAX). 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 | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.73 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.47 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.35 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 2.23 | -0.84 |
Martin ratioReturn relative to average drawdown | 6.11 | 9.16 | -3.05 |
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
| EVGRX | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.73 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.57 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.86 | -0.25 |
Correlation
The correlation between EVGRX and CSTAX is 0.75, 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. CSTAX - Dividend Comparison
EVGRX's dividend yield for the trailing twelve months is around 19.76%, more than CSTAX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Drawdowns
EVGRX vs. CSTAX - Drawdown Comparison
The maximum EVGRX drawdown since its inception was -31.15%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for EVGRX and CSTAX.
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Drawdown Indicators
| EVGRX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.15% | -14.52% | -16.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -2.72% | -7.43% |
Max Drawdown (5Y)Largest decline over 5 years | -22.72% | -14.52% | -8.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.52% | — |
Current DrawdownCurrent decline from peak | -8.75% | -2.48% | -6.27% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -2.37% | -2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 0.66% | +1.64% |
Volatility
EVGRX vs. CSTAX - Volatility Comparison
E-Valuator Growth (70%-85%) RMS Fund (EVGRX) has a higher volatility of 4.88% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that EVGRX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVGRX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 1.32% | +3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 8.80% | 2.05% | +6.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 3.47% | +10.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 5.16% | +7.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 5.82% | +7.59% |