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E-Valuator Growth (70%-85%) RMS Service (EVGLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.27+0.01 (+0.09%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.83%
5-year average return8.16%
Number of years up5
Number of years down2
Best 1-yr total return (8 May 2024)22.63%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return22.63%
Worst 3-yr total return2.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEVGLXCategory
YTD2.63%11.35%
1-month-3.28%0.99%
3-month3.02%5.92%
1-year12.49%32.83%
3-year1.27%11.75%
5-year7.03%11.53%
10-year0.00%8.98%
Last bull market19.25%17.67%
Last bear market-13.08%-15.71%

Annual total return (%) history

Year
EVGLXCategory
2024
N/AN/A
2023
14.21%N/A
2022
-14.73%N/A
2021
9.17%N/A
2020
20.19%13.51%
2019
22.63%21.35%
2018
-9.35%-7.93%
2017
19.08%15.80%
2016
7.57%7.93%
2015
-0.52%-2.77%
2014
5.35%5.71%
2013
25.30%21.31%
2012
N/A13.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.11%N/AN/AN/A
20233.57%3.95%-2.76%9.10%
2022-4.65%-13.08%-5.22%8.56%
20212.14%3.95%-1.57%4.45%
2020-19.30%21.02%7.72%14.24%
201911.39%3.31%0.57%5.97%
20180.53%0.97%4.00%-14.12%
20174.85%3.18%4.66%5.17%
20160.00%1.94%3.98%1.47%
20153.31%-0.11%-7.40%4.09%
20141.66%3.64%-2.85%2.92%
20137.26%0.68%7.80%7.64%
2012-3.17%5.82%2.62%N/A

Rank in category (by total return)

YTD48
1-month23
3-month27
1-year49
3-year79
5-year55

Load adjusted returns

1-year12.49%
3-year1.27%
5-year7.03%
10-yearN/A