Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVFMX (EValuator Moderate RMS Investor) | 10.21% | 22.37% | 14.36% | 6.44% | 8.16% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVFMX (EValuator Moderate RMS Investor) | 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 (%) | 0.24 | 22.37 | 14.36 | 6.44 | 8.16 | NA | NA | … | … | 10.21 | 15.41 | 9.49 | 11.01 | -13.23 | 6.56 | 15.65 | 20.15 | -7.93 | 15.84 | 4.01 |
| Sharpe Ratio | NA | 1.60 | 1.02 | 0.33 | 0.54 | NA | NA | … | … | 1.19 | 1.10 | 0.78 | 0.92 | -1.14 | 0.87 | 0.66 | 2.31 | -0.79 | 2.94 | 0.87 |
| Standard Deviation(%) | NA | 10.35 | 9.93 | 10.18 | 11.66 | NA | NA | … | … | 13.03 | 11.40 | 7.56 | 8.02 | 12.89 | 7.55 | 23.35 | 8.08 | 11.86 | 5.18 | 7.57 |
| Draw Down(%) | NA | 7.46 | 11.99 | 19.63 | 28.30 | NA | NA | … | … | 7.46 | 11.89 | 4.06 | 8.07 | 18.75 | 4.12 | 28.30 | 3.86 | 16.30 | 1.86 | 4.21 |
| Yield(%) | 0.00 | 9.35 | 5.37 | 6.21 | 6.42 | 4.31 | 3.23 | … | … | 0.00 | 9.72 | 2.47 | 2.73 | 1.67 | 18.66 | 3.77 | 2.96 | 8.22 | 7.62 | 0.72 |
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 |
|---|---|---|---|---|
| EVFMX (EValuator Moderate RMS Investor) |
0.05%
Jan 2021 – Jan 2024 |
2.94%
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 |
|---|---|---|---|---|
| EVFMX (EValuator Moderate RMS Investor) |
14.75%
May 2023 – May 2026 |
10.11%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart