UK markets closed

EValuator Tactically Managed RMS R4 (EVFTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.40-0.01 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.69%
5-year average return4.35%
Number of years up5
Number of years down2
Best 1-yr total return (26 Jun 2024)17.06%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return17.06%
Worst 3-yr total return0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEVFTXCategory
YTD3.09%9.69%
1-month2.17%0.91%
3-month1.87%5.21%
1-year9.86%27.06%
3-year0.55%11.00%
5-year4.88%10.26%
10-year0.00%8.34%
Last bull market12.10%15.58%
Last bear market-9.08%-12.16%

Annual total return (%) history

Year
EVFTXCategory
2024
N/AN/A
2023
8.70%N/A
2022
-11.40%N/A
2021
4.13%N/A
2020
12.69%11.72%
2019
17.06%19.23%
2018
-8.93%-5.76%
2017
11.82%13.21%
2016
6.24%7.34%
2015
-3.31%-1.93%
2014
0.24%6.21%
2013
12.46%16.48%
2012
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.19%N/AN/AN/A
20232.74%1.84%-2.54%6.60%
2022-4.04%-9.08%-3.04%4.73%
2021-0.34%2.81%-0.83%2.48%
2020-14.62%14.13%5.26%9.87%
20198.02%3.05%1.38%3.73%
2018-0.47%-0.94%1.61%-9.11%
20172.75%1.81%3.37%3.41%
20162.05%1.99%1.89%0.17%
20151.68%-0.74%-7.14%3.17%
20140.79%2.49%-2.88%-0.08%
20132.99%-1.99%5.32%5.79%
2012-3.90%5.45%2.59%N/A

Rank in category (by total return)

YTD88
1-month93
3-month74
1-year94
3-year91
5-year94

Load adjusted returns

1-year9.86%
3-year0.55%
5-year4.88%
10-yearN/A