Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVGRX (EValuator Growth RMS Investor) | 9.17% | 21.94% | 15.62% | 7.21% | 9.39% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVGRX (EValuator Growth RMS Investor) | 05/27/2016 | 06/09/2026 |
| 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 (%) | -3.00 | 21.94 | 15.62 | 7.21 | 9.39 | NA | NA | … | … | 9.17 | 17.22 | 11.68 | 13.76 | -15.04 | 8.65 | 20.00 | 22.25 | -9.59 | 18.72 | 5.48 |
| Sharpe Ratio | NA | 1.63 | 1.05 | 0.36 | 0.58 | NA | NA | … | … | 1.25 | 1.04 | 0.85 | 1.03 | -1.01 | 0.88 | 0.82 | 2.14 | -0.78 | 2.96 | 0.92 |
| Standard Deviation(%) | NA | 12.16 | 12.00 | 12.61 | 13.45 | NA | NA | … | … | 15.22 | 13.87 | 9.47 | 9.91 | 16.36 | 9.75 | 24.08 | 9.72 | 14.04 | 6.13 | 9.89 |
| Draw Down(%) | NA | 8.75 | 14.57 | 22.73 | 31.15 | NA | NA | … | … | 8.75 | 14.48 | 5.69 | 9.51 | 21.76 | 4.93 | 31.15 | 4.99 | 19.06 | 2.14 | 5.69 |
| Yield(%) | 0.00 | 17.92 | 8.78 | 7.64 | 7.99 | 5.41 | 4.06 | … | … | 0.00 | 18.82 | 2.40 | 2.11 | 1.23 | 18.54 | 6.10 | 1.31 | 8.83 | 10.74 | 0.50 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| EVGRX (EValuator Growth RMS Investor) |
0.34%
Mar 2017 – Mar 2020 |
3.50%
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 |
|---|---|---|---|---|
| EVGRX (EValuator Growth RMS Investor) |
17.58%
May 2023 – May 2026 |
12.22%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart