EVVCX vs. SCLAX
Compare and contrast key facts about E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX).
EVVCX is managed by E-Valuator funds. It was launched on May 25, 2016. SCLAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
EVVCX vs. SCLAX - Performance Comparison
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EVVCX vs. SCLAX - 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% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | -0.59% | 6.49% | 4.92% | 6.96% | -3.74% | 1.72% | 3.30% | 7.91% | -0.67% | 3.78% |
Returns By Period
In the year-to-date period, EVVCX achieves a -1.22% return, which is significantly lower than SCLAX's -0.59% return.
EVVCX
- 1D
- 0.00%
- 1M
- -3.18%
- YTD
- -1.22%
- 6M
- -0.40%
- 1Y
- 6.00%
- 3Y*
- 3.41%
- 5Y*
- 1.17%
- 10Y*
- —
SCLAX
- 1D
- 0.10%
- 1M
- -2.23%
- YTD
- -0.59%
- 6M
- 0.59%
- 1Y
- 4.79%
- 3Y*
- 5.30%
- 5Y*
- 3.05%
- 10Y*
- 2.96%
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EVVCX vs. SCLAX - Expense Ratio Comparison
EVVCX has a 1.20% expense ratio, which is higher than SCLAX's 0.62% expense ratio.
Return for Risk
EVVCX vs. SCLAX — Risk / Return Rank
EVVCX
SCLAX
EVVCX vs. SCLAX - 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 SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX). 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 | SCLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.82 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.54 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.36 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.06 | -0.19 |
Martin ratioReturn relative to average drawdown | 7.22 | 8.48 | -1.26 |
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 | SCLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.82 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 1.00 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.08 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.94 | -0.43 |
Correlation
The correlation between EVVCX and SCLAX is 0.72, 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. SCLAX - Dividend Comparison
EVVCX's dividend yield for the trailing twelve months is around 3.28%, more than SCLAX's 1.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | 1.89% | 1.88% | 7.87% | 4.06% | 1.90% | 2.79% | 1.01% | 4.67% | 0.54% | 3.77% | 0.69% | 1.18% |
Drawdowns
EVVCX vs. SCLAX - Drawdown Comparison
The maximum EVVCX drawdown since its inception was -15.70%, which is greater than SCLAX's maximum drawdown of -5.59%. Use the drawdown chart below to compare losses from any high point for EVVCX and SCLAX.
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Drawdown Indicators
| EVVCX | SCLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.70% | -5.59% | -10.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.28% | -2.32% | -0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -9.41% | -5.59% | -3.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.59% | — |
Current DrawdownCurrent decline from peak | -3.28% | -2.23% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -1.15% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 0.56% | +0.29% |
Volatility
EVVCX vs. SCLAX - Volatility Comparison
E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) has a higher volatility of 2.07% compared to SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) at 1.10%. This indicates that EVVCX's price experiences larger fluctuations and is considered to be riskier than SCLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVVCX | SCLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 1.10% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 1.98% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.65% | 2.64% | +2.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.47% | 3.07% | +1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.06% | 2.74% | +2.32% |