EVVCX vs. BERIX
EVVCX (E-Valuator Very Conservative (0%-15%) RMS Fund) and BERIX (Chartwell Income Fund) are both Diversified Portfolio funds. Over the past 5 years, EVVCX returned 1.61%/yr vs 4.12%/yr for BERIX. Their 0.69 correlation means they have sometimes moved together and sometimes differently. EVVCX charges 1.20%/yr vs 0.64%/yr for BERIX.
Performance
EVVCX vs. BERIX - Performance Comparison
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Returns By Period
In the year-to-date period, EVVCX achieves a 2.53% return, which is significantly lower than BERIX's 2.94% return.
EVVCX
- 1D
- 0.00%
- 1M
- -1.08%
- 6M
- 1.30%
- YTD
- 2.53%
- 1Y
- 5.93%
- 3Y*
- 4.61%
- 5Y*
- 1.61%
- 10Y*
- —
- ALL TIME*
- 2.91%
BERIX
- 1D
- -0.07%
- 1M
- 0.56%
- 6M
- 0.80%
- YTD
- 2.94%
- 1Y
- 10.88%
- 3Y*
- 8.88%
- 5Y*
- 4.12%
- 10Y*
- 4.57%
- ALL TIME*
- 5.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EVVCX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVVCX E-Valuator Very Conservative (0%-15%) RMS Fund | 2.53% | 8.57% | 0.37% | 4.70% | -7.06% | -0.54% | 7.69% | 9.79% | -3.20% | 6.36% |
BERIX Chartwell Income Fund | 2.94% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Correlation
The correlation between EVVCX and BERIX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.69 |
Over the past year, the correlation between EVVCX and BERIX has dropped to 0.48 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
EVVCX vs. BERIX — Risk / Return Rank
EVVCX
BERIX
EVVCX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) and Chartwell Income Fund (BERIX). 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.
| EVVCX | BERIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.45 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.89 | -1.04 |
| Martin ratioReturn relative to average drawdown | 6.67 | 8.10 | -1.43 |
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Drawdowns
EVVCX vs. BERIX - Drawdown Comparison
The maximum EVVCX drawdown since its inception was -15.70%, smaller than the maximum BERIX drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for EVVCX and BERIX.
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Drawdown Indicators
| EVVCX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.70% | -20.34% | +4.64% |
Max Drawdown (1Y)Largest decline over 1 year | -3.28% | -3.90% | +0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -6.10% | -4.60% | -1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -9.41% | -15.73% | +6.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.34% | — |
Current DrawdownCurrent decline from peak | -1.75% | -2.81% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -2.65% | -2.59% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 1.39% | -0.48% |
Volatility
EVVCX vs. BERIX - Volatility Comparison
E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) has a higher volatility of 1.49% compared to Chartwell Income Fund (BERIX) at 0.70%. This indicates that EVVCX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVVCX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 0.70% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 4.18% | 4.12% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.83% | 5.06% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.69% | 5.97% | -1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.08% | 6.00% | -0.92% |
EVVCX vs. BERIX - Expense Ratio Comparison
EVVCX has a 1.20% expense ratio, which is higher than BERIX's 0.64% expense ratio.
Dividends
EVVCX vs. BERIX - Dividend Comparison
EVVCX's dividend yield for the trailing twelve months is around 3.14%, less than BERIX's 4.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 4.26% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
EVVCX E-Valuator Very Conservative (0%-15%) RMS Fund | 3.14% | 3.24% | 1.57% | 4.02% | 2.00% | 6.18% | 0.94% | 2.36% | 3.81% | 3.07% | 0.00% | 0.00% |
Frequently Asked Questions
EVVCX and BERIX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVVCX has higher volatility (1.49%) compared to BERIX (0.70%). In terms of maximum drawdown, EVVCX dropped -15.70% vs BERIX's -20.34%.
BERIX currently has the higher Sharpe Ratio (2.23 vs 1.26), 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.
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