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EValuator Aggressive RMS R4 (EVFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.140.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.44%
5-year average return8.35%
Number of years up5
Number of years down2
Best 1-yr total return (26 Jun 2024)24.64%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return24.64%
Worst 3-yr total return2.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEVFGXCategory
YTD7.11%13.38%
1-month4.05%1.16%
3-month3.80%6.75%
1-year20.19%40.77%
3-year2.40%13.59%
5-year9.42%13.52%
10-year0.00%10.48%
Last bull market21.40%21.11%
Last bear market-14.23%-19.34%

Annual total return (%) history

Year
EVFGXCategory
2024
N/AN/A
2023
15.34%N/A
2022
-15.99%N/A
2021
10.99%N/A
2020
19.52%15.41%
2019
24.64%24.78%
2018
-11.30%-9.27%
2017
19.64%18.41%
2016
8.37%8.45%
2015
-1.19%-1.74%
2014
3.75%5.50%
2013
27.26%26.84%
2012
N/A15.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.95%N/AN/AN/A
20233.81%4.48%-3.14%9.79%
2022-4.80%-14.23%-6.01%9.45%
20213.35%4.23%-1.96%5.10%
2020-22.04%21.78%8.54%15.99%
201912.43%3.16%-0.09%7.56%
20180.51%1.19%3.62%-15.84%
20174.68%3.04%5.21%5.42%
2016-0.42%1.89%4.49%2.23%
20153.57%0.22%-8.36%3.87%
20141.32%3.49%-3.78%2.85%
20138.38%0.40%8.76%7.54%
2012-4.15%5.45%2.97%N/A

Rank in category (by total return)

YTD55
1-month41
3-month25
1-year67
3-year71
5-year76

Load adjusted returns

1-year20.19%
3-year2.40%
5-year9.42%
10-yearN/A