EVGRX vs. SCLAX
Compare and contrast key facts about E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX).
EVGRX is managed by E-Valuator funds. It was launched on Feb 28, 2012. SCLAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
EVGRX vs. SCLAX - Performance Comparison
Loading graphics...
EVGRX vs. SCLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | -0.20% | 6.49% | 4.92% | 6.96% | -3.74% | 1.72% | 3.30% | 7.91% | -0.67% | 3.88% |
Returns By Period
In the year-to-date period, EVGRX achieves a -0.78% return, which is significantly lower than SCLAX's -0.20% return.
EVGRX
- 1D
- 2.78%
- 1M
- -5.52%
- YTD
- -0.78%
- 6M
- 1.23%
- 1Y
- 18.11%
- 3Y*
- 11.87%
- 5Y*
- 5.36%
- 10Y*
- —
SCLAX
- 1D
- 0.40%
- 1M
- -1.55%
- YTD
- -0.20%
- 6M
- 0.79%
- 1Y
- 4.99%
- 3Y*
- 5.44%
- 5Y*
- 3.07%
- 10Y*
- 3.00%
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. SCLAX - Expense Ratio Comparison
EVGRX has a 0.98% expense ratio, which is higher than SCLAX's 0.62% expense ratio.
Return for Risk
EVGRX vs. SCLAX — Risk / Return Rank
EVGRX
SCLAX
EVGRX vs. SCLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX). 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 | SCLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.96 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.75 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.39 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.24 | -0.39 |
Martin ratioReturn relative to average drawdown | 8.03 | 9.02 | -0.99 |
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 | SCLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.96 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 1.01 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.96 | -0.32 |
Correlation
The correlation between EVGRX and SCLAX is 0.76, 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. SCLAX - Dividend Comparison
EVGRX's dividend yield for the trailing twelve months is around 19.23%, more than SCLAX's 1.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | 1.88% | 1.88% | 7.87% | 4.06% | 1.90% | 2.79% | 1.01% | 4.67% | 0.54% | 3.77% | 0.69% | 1.18% |
Drawdowns
EVGRX vs. SCLAX - Drawdown Comparison
The maximum EVGRX drawdown since its inception was -31.15%, which is greater than SCLAX's maximum drawdown of -5.59%. Use the drawdown chart below to compare losses from any high point for EVGRX and SCLAX.
Loading graphics...
Drawdown Indicators
| EVGRX | SCLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.15% | -5.59% | -25.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -2.32% | -7.83% |
Max Drawdown (5Y)Largest decline over 5 years | -22.72% | -5.59% | -17.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.59% | — |
Current DrawdownCurrent decline from peak | -6.21% | -1.84% | -4.37% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -1.15% | -3.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 0.58% | +1.75% |
Volatility
EVGRX vs. SCLAX - Volatility Comparison
E-Valuator Growth (70%-85%) RMS Fund (EVGRX) has a higher volatility of 5.81% compared to SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) at 1.19%. This indicates that EVGRX's price experiences larger fluctuations and is considered to be riskier than SCLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EVGRX | SCLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 1.19% | +4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 2.01% | +7.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.61% | 2.66% | +11.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.49% | 3.07% | +9.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.43% | 2.75% | +10.68% |