Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVFCX (EValuator Conservative RMS Inv) | 5.82% | 13.04% | 8.63% | 3.64% | 4.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVFCX (EValuator Conservative RMS Inv) | 05/27/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 13.04 | 8.63 | 3.64 | 4.92 | NA | NA | … | … | 5.82 | 10.50 | 5.06 | 6.73 | -9.46 | 1.69 | 10.84 | 13.98 | -8.65 | 14.38 | 1.87 |
| Sharpe Ratio | NA | 1.88 | 1.00 | 0.21 | 0.49 | NA | NA | … | … | 1.59 | 1.29 | 0.35 | 0.64 | -1.71 | 0.32 | 0.81 | 3.17 | -1.31 | 2.64 | 0.80 |
| Standard Deviation(%) | NA | 5.77 | 5.52 | 5.38 | 6.67 | NA | NA | … | … | 7.41 | 5.91 | 4.09 | 4.84 | 6.38 | 5.20 | 12.94 | 3.95 | 7.71 | 5.21 | 3.66 |
| Draw Down(%) | NA | 4.52 | 5.85 | 13.37 | 19.11 | NA | NA | … | … | 4.52 | 5.52 | 2.40 | 5.37 | 12.57 | 5.35 | 19.11 | 1.46 | 10.72 | 1.12 | 2.04 |
| Yield(%) | 0.00 | 2.94 | 3.45 | 4.23 | 4.13 | 2.76 | 2.07 | … | … | 0.00 | 3.04 | 3.57 | 3.77 | 1.83 | 11.25 | 1.82 | 3.79 | 5.63 | 4.68 | 0.77 |
Data as of 06/04/2026, Common starting date is 05/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVFCX (EValuator Conservative RMS Inv) |
-1.11%
Jan 2021 – Jan 2024 |
1.22%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVFCX (EValuator Conservative RMS Inv) |
8.76%
May 2023 – May 2026 |
6.28%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart