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E-Valuator Moderate (50%-70%) RMS R4 (EVFMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.34+0.06 (+0.58%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.92%
5-Year Average Return5.63%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 5, 2024)20.15%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return20.15%
Worst 3-Yr Total Return0.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEVFMXCategory
YTD1.81%9.69%
1-Month-2.88%0.91%
3-Month2.01%5.21%
1-Year8.99%27.06%
3-Year0.29%11.00%
5-Year5.16%10.26%
10-Year0.00%8.34%
Last Bull Market15.93%15.58%
Last Bear Market-11.40%-12.16%

Annual Total Return (%) History

Year
EVFMXCategory
2024
N/AN/A
2023
11.01%N/A
2022
-13.33%N/A
2021
6.67%N/A
2020
15.62%11.72%
2019
20.15%19.23%
2018
-7.93%-5.76%
2017
15.84%13.21%
2016
6.47%7.34%
2015
-0.95%-1.93%
2014
4.81%6.21%
2013
16.98%16.48%
2012
N/A11.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.82%N/AN/AN/A
20233.05%2.75%-2.71%7.77%
2022-4.26%-11.40%-4.22%6.67%
20211.14%3.38%-1.33%3.38%
2020-17.56%17.44%6.58%12.06%
201910.23%3.29%0.94%4.55%
20180.18%0.62%3.99%-12.16%
20174.15%2.60%3.98%4.25%
20160.80%2.05%2.88%0.60%
20152.40%-0.90%-5.38%3.16%
20141.70%3.29%-1.68%1.48%
20135.27%-0.25%5.30%5.79%
2012-1.43%5.23%1.96%N/A

Rank In Category (By Total Return)

YTD52
1-Month26
3-Month27
1-Year66
3-Year85
5-Year77

Load Adjusted Returns

1-Year8.99%
3-Year0.29%
5-Year5.16%
10-YearN/A