EVVCX vs. CONWX
Compare and contrast key facts about E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) and Concorde Wealth Management Fund (CONWX).
EVVCX is managed by E-Valuator funds. It was launched on May 25, 2016. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
EVVCX vs. CONWX - Performance Comparison
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EVVCX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVVCX E-Valuator Very Conservative (0%-15%) RMS Fund | -1.22% | 8.57% | 0.37% | 4.70% | -7.06% | -0.54% | 7.69% | 9.79% | -3.20% | 6.36% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 6.57% |
Returns By Period
In the year-to-date period, EVVCX achieves a -1.22% return, which is significantly lower than CONWX's 8.18% return.
EVVCX
- 1D
- 0.00%
- 1M
- -3.18%
- YTD
- -1.22%
- 6M
- -0.40%
- 1Y
- 6.00%
- 3Y*
- 3.41%
- 5Y*
- 1.17%
- 10Y*
- —
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
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EVVCX vs. CONWX - Expense Ratio Comparison
EVVCX has a 1.20% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
EVVCX vs. CONWX — Risk / Return Rank
EVVCX
CONWX
EVVCX vs. CONWX - 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 Concorde Wealth Management Fund (CONWX). 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.
| EVVCX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.70 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.36 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.99 | -0.13 |
Martin ratioReturn relative to average drawdown | 7.22 | 11.30 | -4.08 |
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
| EVVCX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.70 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.74 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.78 | -0.27 |
Correlation
The correlation between EVVCX and CONWX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EVVCX vs. CONWX - Dividend Comparison
EVVCX's dividend yield for the trailing twelve months is around 3.28%, less than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVVCX E-Valuator Very Conservative (0%-15%) RMS Fund | 3.28% | 3.24% | 1.57% | 4.02% | 2.00% | 6.18% | 0.94% | 2.36% | 3.81% | 3.07% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% |
Drawdowns
EVVCX vs. CONWX - Drawdown Comparison
The maximum EVVCX drawdown since its inception was -15.70%, smaller than the maximum CONWX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for EVVCX and CONWX.
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Drawdown Indicators
| EVVCX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.70% | -26.09% | +10.39% |
Max Drawdown (1Y)Largest decline over 1 year | -3.28% | -8.60% | +5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -9.41% | -12.49% | +3.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.09% | — |
Current DrawdownCurrent decline from peak | -3.28% | -2.03% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -2.78% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 1.52% | -0.67% |
Volatility
EVVCX vs. CONWX - Volatility Comparison
E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) and Concorde Wealth Management Fund (CONWX) have volatilities of 2.07% and 2.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVVCX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 2.12% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 5.43% | -2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.65% | 10.70% | -6.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.47% | 10.26% | -5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.06% | 11.15% | -6.09% |