Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVVCX (EValuator Very Conservative RMS Inv) | 4.06% | 9.70% | 6.09% | 2.49% | 3.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVVCX (EValuator Very 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 (%) | 0.29 | 9.70 | 6.09 | 2.49 | 3.25 | NA | NA | … | … | 4.06 | 8.57 | 2.66 | 4.80 | -6.97 | -0.63 | 7.69 | 9.80 | -3.20 | 6.46 | 0.86 |
| Sharpe Ratio | NA | 1.70 | 0.69 | -0.02 | 0.35 | NA | NA | … | … | 1.30 | 1.36 | -0.27 | 0.30 | -2.33 | -0.31 | 0.71 | 3.29 | -1.31 | 2.95 | 0.59 |
| Standard Deviation(%) | NA | 4.35 | 4.30 | 3.82 | 4.57 | NA | NA | … | … | 5.51 | 4.19 | 3.55 | 3.92 | 3.62 | 2.13 | 10.37 | 2.53 | 3.52 | 1.98 | 2.04 |
| Draw Down(%) | NA | 3.28 | 4.53 | 9.41 | 15.70 | NA | NA | … | … | 3.28 | 3.35 | 2.44 | 4.53 | 8.80 | 2.69 | 15.70 | 1.23 | 5.51 | 0.88 | 1.57 |
| Yield(%) | 0.00 | 3.31 | 3.73 | 3.46 | 2.98 | 2.00 | 1.50 | … | … | 0.00 | 3.41 | 3.93 | 4.04 | 1.83 | 5.80 | 1.00 | 2.54 | 3.55 | 3.17 | 0.56 |
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 |
|---|---|---|---|---|
| EVVCX (EValuator Very Conservative RMS Inv) |
-1.42%
Jan 2021 – Jan 2024 |
0.91%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVVCX (EValuator Very Conservative RMS Inv) |
6.09%
May 2023 – May 2026 |
4.05%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart