EVGRX vs. TSAIX
Compare and contrast key facts about E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
EVGRX is managed by E-Valuator funds. It was launched on Feb 28, 2012. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
EVGRX vs. TSAIX - Performance Comparison
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EVGRX vs. TSAIX - 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% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, EVGRX achieves a -3.46% return, which is significantly higher than TSAIX's -5.91% return.
EVGRX
- 1D
- -0.53%
- 1M
- -8.30%
- YTD
- -3.46%
- 6M
- -1.21%
- 1Y
- 15.32%
- 3Y*
- 10.85%
- 5Y*
- 4.99%
- 10Y*
- —
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
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EVGRX vs. TSAIX - Expense Ratio Comparison
EVGRX has a 0.98% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
EVGRX vs. TSAIX — Risk / Return Rank
EVGRX
TSAIX
EVGRX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). 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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.92 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.37 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.08 | +0.31 |
Martin ratioReturn relative to average drawdown | 6.11 | 4.80 | +1.31 |
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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.92 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.46 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.65 | -0.04 |
Correlation
The correlation between EVGRX and TSAIX is 0.95, 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. TSAIX - Dividend Comparison
EVGRX's dividend yield for the trailing twelve months is around 19.76%, more than TSAIX's 7.84% 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% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
EVGRX vs. TSAIX - Drawdown Comparison
The maximum EVGRX drawdown since its inception was -31.15%, smaller than the maximum TSAIX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for EVGRX and TSAIX.
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Drawdown Indicators
| EVGRX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.15% | -34.58% | +3.43% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -11.72% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -22.72% | -28.28% | +5.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.58% | — |
Current DrawdownCurrent decline from peak | -8.75% | -10.28% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -4.96% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 2.77% | -0.47% |
Volatility
EVGRX vs. TSAIX - Volatility Comparison
The current volatility for E-Valuator Growth (70%-85%) RMS Fund (EVGRX) is 4.88%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that EVGRX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVGRX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 5.29% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.80% | 9.81% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 17.09% | -2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 16.15% | -3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 17.59% | -4.18% |