Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVFGX (EValuator Aggressive RMS Investor) | 13.56% | 29.23% | 18.89% | 8.73% | 10.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVFGX (EValuator Aggressive RMS Investor) | 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 (%) | 0.40 | 29.23 | 18.89 | 8.73 | 10.61 | NA | NA | … | … | 13.56 | 19.07 | 12.97 | 15.34 | -15.99 | 10.99 | 19.54 | 24.65 | -18.29 | 29.87 | 6.81 |
| Sharpe Ratio | NA | 2.09 | 1.18 | 0.44 | 0.58 | NA | NA | … | … | 2.00 | 1.02 | 0.85 | 1.04 | -0.92 | 0.96 | 0.72 | 2.01 | -1.16 | 2.77 | 1.04 |
| Standard Deviation(%) | NA | 13.22 | 13.58 | 14.43 | 15.57 | NA | NA | … | … | 16.54 | 15.87 | 11.00 | 11.34 | 18.99 | 11.44 | 26.70 | 11.56 | 17.00 | 10.57 | 11.01 |
| Draw Down(%) | NA | 9.76 | 16.76 | 24.38 | 33.61 | NA | NA | … | … | 9.76 | 16.75 | 6.79 | 10.70 | 23.48 | 5.52 | 33.61 | 6.02 | 22.49 | 2.36 | 6.35 |
| Yield(%) | 0.00 | 18.51 | 9.50 | 7.58 | 7.92 | 5.34 | 4.01 | … | … | 0.00 | 19.36 | 3.73 | 1.57 | 0.80 | 16.96 | 3.41 | 0.92 | 6.12 | 10.37 | 0.33 |
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 |
|---|---|---|---|---|
| EVFGX (EValuator Aggressive RMS Investor) |
-0.50%
Mar 2017 – Mar 2020 |
2.57%
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 |
|---|---|---|---|---|
| EVFGX (EValuator Aggressive RMS Investor) |
19.57%
May 2023 – May 2026 |
13.01%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart