EVGRX vs. EVFMX

Last updated Jun 23, 2026

EVGRX (E-Valuator Growth (70%-85%) RMS Fund) and EVFMX (E-Valuator Moderate (50%-70%) RMS Fund) are both Diversified Portfolio funds from E-Valuator funds. Over the past 10 years, EVGRX returned 9.65%/yr vs 8.04%/yr for EVFMX. With a 0.99 correlation, they move nearly in lockstep. EVGRX charges 0.98%/yr vs 1.00%/yr for EVFMX.

Performance

EVGRX vs. EVFMX - 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 Moderate (50%-70%) RMS Fund (EVFMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EVGRX achieves a 12.11% return, which is significantly higher than EVFMX's 10.30% return. Over the past 10 years, EVGRX has outperformed EVFMX with an annualized return of 9.65%, while EVFMX has yielded a comparatively lower 8.04% annualized return.

EVGRX

• 1D: 1.01%
• 1M: 2.05%
• YTD: 12.11%
• 6M: 11.33%
• 1Y: 26.04%
• 3Y*: 15.22%
• 5Y*: 7.83%
• 10Y*: 9.65%

EVFMX

• 1D: 0.89%
• 1M: 1.89%
• YTD: 10.30%
• 6M: 9.65%
• 1Y: 22.14%
• 3Y*: 12.97%
• 5Y*: 6.48%
• 10Y*: 8.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EVGRX vs. EVFMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EVGRX E-Valuator Growth (70%-85%) RMS Fund	12.11%	17.21%	9.46%	13.75%	-15.04%	8.67%	19.99%	22.25%	-9.56%	18.69%
EVFMX E-Valuator Moderate (50%-70%) RMS Fund	10.30%	15.41%	7.57%	11.01%	-13.31%	6.66%	15.65%	20.16%	-7.91%	15.82%

Correlation

The correlation between EVGRX and EVFMX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	1.00
Correlation (3Y) Calculated over the trailing 3-year period	0.99
Correlation (5Y) Calculated over the trailing 5-year period	0.99
Correlation (10Y) Calculated over the trailing 10-year period	0.99
Correlation (All Time) Calculated using the full available price history since May 26, 2016	0.99

The correlation between EVGRX and EVFMX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.

Return for Risk

EVGRX vs. EVFMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVGRX

EVGRX Risk / Return Rank: 61
EVGRX Sharpe Ratio Rank: 58
EVGRX Sortino Ratio Rank: 55
EVGRX Omega Ratio Rank: 56
EVGRX Calmar Ratio Rank: 65
EVGRX Martin Ratio Rank: 70

EVFMX

EVFMX Risk / Return Rank: 61
EVFMX Sharpe Ratio Rank: 58
EVFMX Sortino Ratio Rank: 56
EVFMX Omega Ratio Rank: 57
EVFMX Calmar Ratio Rank: 65
EVFMX Martin Ratio Rank: 71

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. EVFMX - 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 Moderate (50%-70%) RMS Fund (EVFMX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	EVGRX	EVFMX	Difference
Sharpe ratio: Return per unit of total volatility	2.06	2.06	0.00
Sortino ratio: Return per unit of downside risk	2.86	2.88	-0.03
Omega ratio: Gain probability vs. loss probability	1.38	1.38	-0.01
Calmar ratio: Return relative to maximum drawdown	2.95	2.95	0.00
Martin ratio: Return relative to average drawdown	12.59	12.67	-0.08

EVGRX vs. EVFMX - Sharpe Ratio Comparison

The current EVGRX Sharpe Ratio is 2.06, which is comparable to the EVFMX Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of EVGRX and EVFMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

EVGRX vs. EVFMX - Drawdown Comparison

The maximum EVGRX drawdown since its inception was -31.15%, which is greater than EVFMX's maximum drawdown of -28.30%. Use the drawdown chart below to compare losses from any high point for EVGRX and EVFMX.

Drawdown Indicators

	EVGRX	EVFMX	Difference
Max Drawdown Largest peak-to-trough decline	-31.15%	-28.30%	-2.85%
Max Drawdown (1Y) Largest decline over 1 year	-8.75%	-7.46%	-1.29%
Max Drawdown (3Y) Largest decline over 3 years	-16.27%	-13.54%	-2.73%
Max Drawdown (5Y) Largest decline over 5 years	-22.72%	-19.62%	-3.10%
Max Drawdown (10Y) Largest decline over 10 years	-31.15%	-28.30%	-2.85%
Current Drawdown Current decline from peak	-0.38%	-0.32%	-0.06%
Average Drawdown Average peak-to-trough decline	-4.74%	-4.13%	-0.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.05%	1.73%	+0.32%

Volatility

EVGRX vs. EVFMX - Volatility Comparison

E-Valuator Growth (70%-85%) RMS Fund (EVGRX) has a higher volatility of 5.32% compared to E-Valuator Moderate (50%-70%) RMS Fund (EVFMX) at 4.55%. This indicates that EVGRX's price experiences larger fluctuations and is considered to be riskier than EVFMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EVGRX	EVFMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.32%	4.55%	+0.77%
Volatility (6M) Calculated over the trailing 6-month period	10.66%	9.12%	+1.54%
Volatility (1Y) Calculated over the trailing 1-year period	12.53%	10.68%	+1.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.76%	10.42%	+2.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.52%	11.80%	+1.72%

EVGRX vs. EVFMX - Expense Ratio Comparison

EVGRX has a 0.98% expense ratio, which is lower than EVFMX's 1.00% expense ratio.

Dividends

EVGRX vs. EVFMX - Dividend Comparison

EVGRX's dividend yield for the trailing twelve months is around 17.02%, more than EVFMX's 8.33% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
EVFMX E-Valuator Moderate (50%-70%) RMS Fund	8.33%	9.19%	0.50%	2.52%	1.96%	21.05%	3.39%	2.53%	9.89%	7.05%	0.70%
EVGRX E-Valuator Growth (70%-85%) RMS Fund	17.02%	19.08%	0.13%	1.88%	1.48%	20.40%	5.41%	1.08%	10.83%	9.95%	0.47%

Frequently Asked Questions

Can I hold both EVGRX and EVFMX in my portfolio?

With a correlation of 1.00, EVGRX and EVFMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, EVGRX or EVFMX?

EVGRX has higher volatility (5.32%) compared to EVFMX (4.55%). In terms of maximum drawdown, EVGRX dropped -31.15% vs EVFMX's -28.30%.

Which has better risk-adjusted returns?

EVGRX currently has the higher Sharpe Ratio (2.06 vs 2.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.