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EVGRX vs. EVFGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

EVGRX vs. EVFGX

Last updated Apr 2, 2026

Compare and contrast key facts about E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX).

EVGRX is managed by E-Valuator funds. It was launched on Feb 28, 2012. EVFGX is managed by E-Valuator funds. It was launched on Feb 28, 2012.

Performance

EVGRX vs. EVFGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX). The values are adjusted to include any dividend payments, if applicable.

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EVGRX vs. EVFGX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
EVGRX
E-Valuator Growth (70%-85%) RMS Fund		-0.78%17.21%9.46%13.75%-15.04%8.67%19.99%22.25%-9.56%18.69%
EVFGX
E-Valuator Aggressive Growth (85%-99%) RMS Fund		-0.67%19.07%9.32%15.33%-15.99%11.00%19.54%24.65%-11.29%19.61%

Returns By Period

In the year-to-date period, EVGRX achieves a -0.78% return, which is significantly lower than EVFGX's -0.67% return.

EVGRX

1D
2.78%
1M
-5.52%
YTD
-0.78%
6M
1.23%
1Y
18.11%
3Y*
11.87%
5Y*
5.36%
10Y*
—

EVFGX

1D
3.19%
1M
-6.16%
YTD
-0.67%
6M
1.75%
1Y
20.70%
3Y*
12.83%
5Y*
5.88%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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E-Valuator Growth (70%-85%) RMS Fund

E-Valuator Aggressive Growth (85%-99%) RMS Fund

Often compared with EVGRX:
EVGRX vs. EVFCXEVGRX vs. EVFTXEVGRX vs. EVFMXEVGRX vs. EVVCXEVGRX vs. SCLAXEVGRX vs. STDAXEVGRX vs. BERIX
Often compared with EVFGX:
EVFGX vs. FZROXEVFGX vs. EVFMXEVFGX vs. EVVCXEVFGX vs. EVFTXEVFGX vs. EVFCXEVFGX vs. BERIXEVFGX vs. AVEFX

EVGRX vs. EVFGX - Expense Ratio Comparison

EVGRX has a 0.98% expense ratio, which is lower than EVFGX's 0.99% expense ratio.

EVFGX
E-Valuator Aggressive Growth (85%-99%) RMS Fund
EVGRX
E-Valuator Growth (70%-85%) RMS Fund

Return for Risk

EVGRX vs. EVFGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EVGRX
EVGRX Risk / Return Rank: 6868
Overall Rank
EVGRX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
EVGRX Sortino Ratio Rank: 6767
Sortino Ratio Rank
EVGRX Omega Ratio Rank: 6363
Omega Ratio Rank
EVGRX Calmar Ratio Rank: 7171
Calmar Ratio Rank
EVGRX Martin Ratio Rank: 7575
Martin Ratio Rank
EVFGX
EVFGX Risk / Return Rank: 6868
Overall Rank
EVFGX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
EVFGX Sortino Ratio Rank: 6666
Sortino Ratio Rank
EVFGX Omega Ratio Rank: 6464
Omega Ratio Rank
EVFGX Calmar Ratio Rank: 7070
Calmar Ratio Rank
EVFGX Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EVGRX vs. EVFGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX). 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.

EVGRXEVFGXDifference

Sharpe ratio

Return per unit of total volatility

1.27

1.28

0.00

Sortino ratio

Return per unit of downside risk

1.83

1.83

0.00

Omega ratio

Gain probability vs. loss probability

1.26

1.27

0.00

Calmar ratio

Return relative to maximum drawdown

1.85

1.86

-0.02

Martin ratio

Return relative to average drawdown

8.03

8.20

-0.16

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EVGRX vs. EVFGX - Sharpe Ratio Comparison

The current EVGRX Sharpe Ratio is 1.27, which is comparable to the EVFGX Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of EVGRX and EVFGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

EVGRXEVFGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

1.28

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.41

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.58

+0.05

Correlation

The correlation between EVGRX and EVFGX is 0.99, 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. EVFGX - Dividend Comparison

EVGRX's dividend yield for the trailing twelve months is around 19.23%, less than EVFGX's 19.52% yield.

TTM2025202420232022202120202019201820172016
EVGRX
E-Valuator Growth (70%-85%) RMS Fund		19.23%19.08%0.13%1.88%1.48%20.40%5.41%1.08%10.83%9.95%0.47%
EVFGX
E-Valuator Aggressive Growth (85%-99%) RMS Fund		19.52%19.39%0.00%1.37%0.96%17.87%2.97%0.74%8.11%9.49%0.31%

Drawdowns

EVGRX vs. EVFGX - Drawdown Comparison

The maximum EVGRX drawdown since its inception was -31.15%, smaller than the maximum EVFGX drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for EVGRX and EVFGX.

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Drawdown Indicators

EVGRXEVFGXDifference

Max Drawdown

Largest peak-to-trough decline

-31.15%

-33.61%

+2.46%

Max Drawdown (1Y)

Largest decline over 1 year

-10.15%

-11.52%

+1.37%

Max Drawdown (5Y)

Largest decline over 5 years

-22.72%

-24.37%

+1.65%

Current Drawdown

Current decline from peak

-6.21%

-6.88%

+0.67%

Average Drawdown

Average peak-to-trough decline

-4.82%

-5.62%

+0.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.33%

2.62%

-0.29%

Volatility

EVGRX vs. EVFGX - Volatility Comparison

The current volatility for E-Valuator Growth (70%-85%) RMS Fund (EVGRX) is 5.81%, while E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVFGX) has a volatility of 6.58%. This indicates that EVGRX experiences smaller price fluctuations and is considered to be less risky than EVFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

EVGRXEVFGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.81%

6.58%

-0.77%

Volatility (6M)

Calculated over the trailing 6-month period

9.22%

10.51%

-1.29%

Volatility (1Y)

Calculated over the trailing 1-year period

14.61%

16.67%

-2.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.49%

14.45%

-1.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.43%

15.65%

-2.22%