Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVGLX (EValuator Growth RMS Institutional) | 12.24% | 26.43% | 17.45% | 8.19% | 10.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVGLX (EValuator Growth RMS Institutional) | 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 (%) | 0.39 | 26.43 | 17.45 | 8.19 | 10.13 | NA | NA | … | … | 12.24 | 17.78 | 12.05 | 14.21 | -14.71 | 9.15 | 20.23 | 22.63 | -9.35 | 19.08 | 5.62 |
| Sharpe Ratio | NA | 2.11 | 1.22 | 0.46 | 0.64 | NA | NA | … | … | 1.99 | 1.08 | 0.89 | 1.08 | -0.99 | 0.93 | 0.82 | 2.15 | -0.77 | 3.00 | 0.95 |
| Standard Deviation(%) | NA | 11.75 | 11.88 | 12.55 | 13.44 | NA | NA | … | … | 14.75 | 13.81 | 9.47 | 9.89 | 16.43 | 9.85 | 24.20 | 9.84 | 13.94 | 6.17 | 9.83 |
| Draw Down(%) | NA | 8.68 | 14.44 | 22.47 | 31.17 | NA | NA | … | … | 8.68 | 14.44 | 5.62 | 9.49 | 21.65 | 4.88 | 31.17 | 4.91 | 18.96 | 2.14 | 5.59 |
| Yield(%) | 0.00 | 18.59 | 9.40 | 8.03 | 8.48 | 5.71 | 4.28 | … | … | 0.00 | 19.44 | 2.88 | 2.56 | 1.60 | 19.12 | 6.41 | 1.78 | 9.15 | 11.37 | 0.84 |
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 |
|---|---|---|---|---|
| EVGLX (EValuator Growth RMS Institutional) |
0.63%
Mar 2017 – Mar 2020 |
3.81%
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 |
|---|---|---|---|---|
| EVGLX (EValuator Growth RMS Institutional) |
18.08%
May 2023 – May 2026 |
12.53%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart