Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVVLX (EValuator Very Conservative RMS Instl) | 3.00% | 8.92% | 6.06% | 2.64% | 3.43% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVVLX (EValuator Very Conservative RMS Instl) | 05/27/2016 | 06/05/2026 |
| 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 (%) | -1.00 | 8.92 | 6.06 | 2.64 | 3.43 | NA | NA | … | … | 3.00 | 8.96 | 3.01 | 5.21 | -6.59 | -0.31 | 7.85 | 9.91 | -3.00 | 6.73 | 1.06 |
| Sharpe Ratio | NA | 1.77 | 0.77 | 0.09 | 0.42 | NA | NA | … | … | 1.36 | 1.44 | -0.17 | 0.39 | -2.21 | -0.15 | 0.73 | 3.26 | -1.27 | 3.02 | 0.72 |
| Standard Deviation(%) | NA | 4.40 | 4.37 | 3.88 | 4.60 | NA | NA | … | … | 5.63 | 4.23 | 3.60 | 4.01 | 3.64 | 2.15 | 10.36 | 2.59 | 3.46 | 2.02 | 2.14 |
| Draw Down(%) | NA | 3.34 | 4.49 | 9.17 | 15.74 | NA | NA | … | … | 3.34 | 3.41 | 2.38 | 4.49 | 8.56 | 2.64 | 15.74 | 1.34 | 5.31 | 0.88 | 1.57 |
| Yield(%) | 0.00 | 3.80 | 4.20 | 3.88 | 3.44 | 2.30 | 1.72 | … | … | 0.00 | 3.91 | 4.40 | 4.54 | 2.26 | 6.23 | 1.32 | 3.19 | 4.80 | 3.34 | 0.76 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| EVVLX (EValuator Very Conservative RMS Instl) |
-1.02%
Jan 2021 – Jan 2024 |
1.17%
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 |
|---|---|---|---|---|
| EVVLX (EValuator Very Conservative RMS Instl) |
6.49%
May 2023 – May 2026 |
4.28%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart