EVVCX vs. EVFTX
Compare and contrast key facts about E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) and E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX).
EVVCX is managed by E-Valuator funds. It was launched on May 25, 2016. EVFTX is managed by E-Valuator funds. It was launched on May 25, 2016.
Performance
EVVCX vs. EVFTX - Performance Comparison
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EVVCX vs. EVFTX - 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% |
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | -2.29% | 12.51% | 6.21% | 8.70% | -11.39% | 4.13% | 12.91% | 16.84% | -8.93% | 11.51% |
Returns By Period
In the year-to-date period, EVVCX achieves a -1.22% return, which is significantly higher than EVFTX's -2.29% return.
EVVCX
- 1D
- 0.00%
- 1M
- -3.18%
- YTD
- -1.22%
- 6M
- -0.40%
- 1Y
- 6.00%
- 3Y*
- 3.41%
- 5Y*
- 1.17%
- 10Y*
- —
EVFTX
- 1D
- -0.27%
- 1M
- -5.62%
- YTD
- -2.29%
- 6M
- -0.91%
- 1Y
- 10.45%
- 3Y*
- 7.30%
- 5Y*
- 3.28%
- 10Y*
- —
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EVVCX vs. EVFTX - Expense Ratio Comparison
EVVCX has a 1.20% expense ratio, which is higher than EVFTX's 1.19% expense ratio.
Return for Risk
EVVCX vs. EVFTX — Risk / Return Rank
EVVCX
EVFTX
EVVCX vs. EVFTX - 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 E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX). 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 | EVFTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.18 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.69 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.57 | +0.30 |
Martin ratioReturn relative to average drawdown | 7.22 | 6.63 | +0.60 |
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 | EVFTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.18 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.45 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.57 | -0.05 |
Correlation
The correlation between EVVCX and EVFTX is 0.78, 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
EVVCX vs. EVFTX - Dividend Comparison
EVVCX's dividend yield for the trailing twelve months is around 3.28%, less than EVFTX's 4.71% 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% |
EVFTX E-Valuator Conservative/Moderate (30%-50%) RMS Fund | 4.71% | 4.60% | 1.06% | 2.83% | 1.66% | 12.53% | 0.71% | 1.14% | 6.85% | 6.80% |
Drawdowns
EVVCX vs. EVFTX - Drawdown Comparison
The maximum EVVCX drawdown since its inception was -15.70%, smaller than the maximum EVFTX drawdown of -24.47%. Use the drawdown chart below to compare losses from any high point for EVVCX and EVFTX.
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Drawdown Indicators
| EVVCX | EVFTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.70% | -24.47% | +8.77% |
Max Drawdown (1Y)Largest decline over 1 year | -3.28% | -6.34% | +3.06% |
Max Drawdown (5Y)Largest decline over 5 years | -9.41% | -16.06% | +6.65% |
Current DrawdownCurrent decline from peak | -3.28% | -5.94% | +2.66% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -4.16% | +1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 1.50% | -0.65% |
Volatility
EVVCX vs. EVFTX - Volatility Comparison
The current volatility for E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) is 2.07%, while E-Valuator Conservative/Moderate (30%-50%) RMS Fund (EVFTX) has a volatility of 3.42%. This indicates that EVVCX experiences smaller price fluctuations and is considered to be less risky than EVFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVVCX | EVFTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 3.42% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 5.77% | -2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.65% | 9.01% | -4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.47% | 7.38% | -2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.06% | 8.79% | -3.73% |