Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVFTX (EValuator Tactically Managed RMS Inv) | 8.11% | 17.20% | 11.12% | 4.98% | 5.99% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVFTX (EValuator Tactically Managed 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 (%) | 0.33 | 17.20 | 11.12 | 4.98 | 5.99 | NA | NA | … | … | 8.11 | 12.52 | 6.84 | 8.59 | -11.21 | 4.04 | 12.92 | 16.84 | -8.93 | 11.82 | 2.77 |
| Sharpe Ratio | NA | 1.94 | 1.09 | 0.34 | 0.51 | NA | NA | … | … | 1.79 | 1.15 | 0.60 | 0.83 | -1.37 | 0.79 | 0.75 | 2.67 | -1.09 | 2.33 | 0.64 |
| Standard Deviation(%) | NA | 7.80 | 7.38 | 7.42 | 8.64 | NA | NA | … | … | 9.96 | 8.38 | 5.39 | 5.97 | 9.28 | 5.06 | 16.82 | 5.75 | 9.48 | 4.82 | 7.00 |
| Draw Down(%) | NA | 5.94 | 8.81 | 16.05 | 24.47 | NA | NA | … | … | 5.94 | 8.50 | 3.02 | 6.47 | 15.32 | 3.54 | 24.47 | 2.40 | 15.33 | 1.86 | 3.66 |
| Yield(%) | 0.00 | 4.77 | 3.34 | 4.16 | 4.11 | 2.76 | 2.07 | … | … | 0.00 | 4.95 | 1.74 | 3.00 | 1.45 | 11.66 | 0.79 | 1.32 | 5.80 | 7.12 | 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 |
|---|---|---|---|---|
| EVFTX (EValuator Tactically Managed RMS Inv) |
-0.66%
Jan 2021 – Jan 2024 |
1.82%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVFTX (EValuator Tactically Managed RMS Inv) |
11.38%
May 2023 – May 2026 |
7.16%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart