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EVGRX vs. TIBIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

EVGRX vs. TIBIX

Last updated Apr 2, 2026

Compare and contrast key facts about E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and Thornburg Investment Income Builder Fund Class I (TIBIX).

EVGRX is managed by E-Valuator funds. It was launched on Feb 28, 2012. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.

Performance

EVGRX vs. TIBIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and Thornburg Investment Income Builder Fund Class I (TIBIX). The values are adjusted to include any dividend payments, if applicable.

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EVGRX vs. TIBIX - 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%
TIBIX
Thornburg Investment Income Builder Fund Class I		9.82%37.01%13.48%18.28%-7.69%20.36%-0.40%18.01%-4.31%15.23%

Returns By Period

In the year-to-date period, EVGRX achieves a -0.78% return, which is significantly lower than TIBIX's 9.82% return.

EVGRX

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

TIBIX

1D
1.69%
1M
-2.43%
YTD
9.82%
6M
16.92%
1Y
38.14%
3Y*
24.21%
5Y*
15.48%
10Y*
12.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

Thornburg Investment Income Builder Fund Class I

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Often compared with TIBIX:
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EVGRX vs. TIBIX - Expense Ratio Comparison

EVGRX has a 0.98% expense ratio, which is higher than TIBIX's 0.93% expense ratio.

EVGRX
E-Valuator Growth (70%-85%) RMS Fund
TIBIX
Thornburg Investment Income Builder Fund Class I

Return for Risk

EVGRX vs. TIBIX — 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
TIBIX
TIBIX Risk / Return Rank: 9898
Overall Rank
TIBIX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
TIBIX Sortino Ratio Rank: 9898
Sortino Ratio Rank
TIBIX Omega Ratio Rank: 9898
Omega Ratio Rank
TIBIX Calmar Ratio Rank: 9898
Calmar Ratio Rank
TIBIX Martin Ratio Rank: 9898
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. TIBIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and Thornburg Investment Income Builder Fund Class I (TIBIX). 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.

EVGRXTIBIXDifference

Sharpe ratio

Return per unit of total volatility

1.27

3.57

-2.29

Sortino ratio

Return per unit of downside risk

1.83

4.54

-2.71

Omega ratio

Gain probability vs. loss probability

1.26

1.79

-0.53

Calmar ratio

Return relative to maximum drawdown

1.85

4.43

-2.59

Martin ratio

Return relative to average drawdown

8.03

21.79

-13.75

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. TIBIX - Sharpe Ratio Comparison

The current EVGRX Sharpe Ratio is 1.27, which is lower than the TIBIX Sharpe Ratio of 3.57. The chart below compares the historical Sharpe Ratios of EVGRX and TIBIX, 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

EVGRXTIBIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

3.57

-2.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

1.40

-0.97

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.91

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.75

-0.11

Correlation

The correlation between EVGRX and TIBIX 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. TIBIX - Dividend Comparison

EVGRX's dividend yield for the trailing twelve months is around 19.23%, more than TIBIX's 5.40% yield.

TTM20252024202320222021202020192018201720162015
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%
TIBIX
Thornburg Investment Income Builder Fund Class I		5.40%5.83%5.67%4.89%5.89%5.33%4.31%4.46%4.77%4.52%4.14%4.66%

Drawdowns

EVGRX vs. TIBIX - Drawdown Comparison

The maximum EVGRX drawdown since its inception was -31.15%, smaller than the maximum TIBIX drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for EVGRX and TIBIX.

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Drawdown Indicators

EVGRXTIBIXDifference

Max Drawdown

Largest peak-to-trough decline

-31.15%

-48.88%

+17.73%

Max Drawdown (1Y)

Largest decline over 1 year

-10.15%

-8.58%

-1.57%

Max Drawdown (5Y)

Largest decline over 5 years

-22.72%

-20.79%

-1.93%

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.85%

—

Current Drawdown

Current decline from peak

-6.21%

-3.47%

-2.74%

Average Drawdown

Average peak-to-trough decline

-4.82%

-6.00%

+1.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.33%

1.75%

+0.58%

Volatility

EVGRX vs. TIBIX - Volatility Comparison

E-Valuator Growth (70%-85%) RMS Fund (EVGRX) has a higher volatility of 5.81% compared to Thornburg Investment Income Builder Fund Class I (TIBIX) at 3.68%. This indicates that EVGRX's price experiences larger fluctuations and is considered to be riskier than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

EVGRXTIBIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.81%

3.68%

+2.13%

Volatility (6M)

Calculated over the trailing 6-month period

9.22%

6.57%

+2.65%

Volatility (1Y)

Calculated over the trailing 1-year period

14.61%

10.83%

+3.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.49%

11.11%

+1.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.43%

13.48%

-0.05%