EVVCX vs. SICIX
Compare and contrast key facts about E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) and SEI Asset Allocation Trust Conservative Strategy Fund (SICIX).
EVVCX is managed by E-Valuator funds. It was launched on May 25, 2016. SICIX is managed by SEI. It was launched on Nov 16, 2003.
Performance
EVVCX vs. SICIX - Performance Comparison
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EVVCX vs. SICIX - 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% |
SICIX SEI Asset Allocation Trust Conservative Strategy Fund | 0.36% | 8.12% | 5.52% | 5.29% | -6.23% | 4.13% | 2.62% | 9.36% | -2.07% | 5.03% |
Returns By Period
In the year-to-date period, EVVCX achieves a -1.22% return, which is significantly lower than SICIX's 0.36% return.
EVVCX
- 1D
- 0.00%
- 1M
- -3.18%
- YTD
- -1.22%
- 6M
- -0.40%
- 1Y
- 6.00%
- 3Y*
- 3.41%
- 5Y*
- 1.17%
- 10Y*
- —
SICIX
- 1D
- 0.27%
- 1M
- -2.39%
- YTD
- 0.36%
- 6M
- 1.75%
- 1Y
- 5.89%
- 3Y*
- 5.80%
- 5Y*
- 3.22%
- 10Y*
- 3.36%
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EVVCX vs. SICIX - Expense Ratio Comparison
EVVCX has a 1.20% expense ratio, which is higher than SICIX's 0.51% expense ratio.
Return for Risk
EVVCX vs. SICIX — Risk / Return Rank
EVVCX
SICIX
EVVCX vs. SICIX - 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 Asset Allocation Trust Conservative Strategy Fund (SICIX). 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 | SICIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.66 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.20 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.19 | -0.33 |
Martin ratioReturn relative to average drawdown | 7.22 | 8.95 | -1.72 |
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 | SICIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.66 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.84 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.78 | -0.26 |
Correlation
The correlation between EVVCX and SICIX is 0.76, 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. SICIX - Dividend Comparison
EVVCX's dividend yield for the trailing twelve months is around 3.28%, more than SICIX's 2.86% 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% |
SICIX SEI Asset Allocation Trust Conservative Strategy Fund | 2.86% | 2.87% | 3.67% | 2.80% | 4.69% | 3.46% | 1.84% | 2.91% | 1.80% | 1.81% | 1.64% | 1.97% |
Drawdowns
EVVCX vs. SICIX - Drawdown Comparison
The maximum EVVCX drawdown since its inception was -15.70%, smaller than the maximum SICIX drawdown of -27.62%. Use the drawdown chart below to compare losses from any high point for EVVCX and SICIX.
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Drawdown Indicators
| EVVCX | SICIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.70% | -27.62% | +11.92% |
Max Drawdown (1Y)Largest decline over 1 year | -3.28% | -2.73% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -9.41% | -10.94% | +1.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -11.61% | — |
Current DrawdownCurrent decline from peak | -3.28% | -2.39% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -3.59% | +0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 0.67% | +0.18% |
Volatility
EVVCX vs. SICIX - Volatility Comparison
E-Valuator Very Conservative (0%-15%) RMS Fund (EVVCX) has a higher volatility of 2.07% compared to SEI Asset Allocation Trust Conservative Strategy Fund (SICIX) at 1.24%. This indicates that EVVCX's price experiences larger fluctuations and is considered to be riskier than SICIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVVCX | SICIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 1.24% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 2.06% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.65% | 3.66% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.47% | 3.87% | +0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.06% | 3.89% | +1.17% |