Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVMLX (EValuator Moderate RMS Institutional) | 10.49% | 22.62% | 14.80% | 6.89% | 8.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVMLX (EValuator Moderate 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 (%) | 0.40 | 22.62 | 14.80 | 6.89 | 8.52 | NA | NA | … | … | 10.49 | 15.77 | 9.94 | 11.44 | -12.95 | 7.10 | 15.85 | 20.42 | -7.68 | 16.27 | 4.18 |
| Sharpe Ratio | NA | 2.08 | 1.20 | 0.44 | 0.60 | NA | NA | … | … | 1.93 | 1.13 | 0.84 | 0.99 | -1.12 | 0.94 | 0.67 | 2.36 | -0.77 | 3.03 | 0.90 |
| Standard Deviation(%) | NA | 9.97 | 9.82 | 10.10 | 11.61 | NA | NA | … | … | 12.60 | 11.44 | 7.49 | 7.97 | 12.88 | 7.52 | 23.31 | 8.02 | 11.89 | 5.18 | 7.64 |
| Draw Down(%) | NA | 7.45 | 11.87 | 19.43 | 28.32 | NA | NA | … | … | 7.45 | 11.80 | 4.13 | 7.97 | 18.64 | 3.97 | 28.32 | 3.78 | 16.16 | 1.85 | 4.11 |
| Yield(%) | 0.00 | 9.75 | 5.82 | 6.56 | 6.77 | 4.54 | 3.40 | … | … | 0.00 | 10.17 | 2.92 | 3.16 | 2.03 | 19.12 | 3.77 | 3.06 | 8.58 | 8.14 | 0.99 |
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 |
|---|---|---|---|---|
| EVMLX (EValuator Moderate RMS Institutional) |
0.46%
Jan 2021 – Jan 2024 |
3.23%
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 |
|---|---|---|---|---|
| EVMLX (EValuator Moderate RMS Institutional) |
15.19%
May 2023 – May 2026 |
10.42%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart