See what your fund actually adds
E-Valuator Conservative (15%-30%) RMS Fund R4 Class EVFCX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | EVFCX | Replication |
|---|---|---|
| Annualized growth | -13.0% | -6.4% |
| Annualized volatility | 2.4% | 1.9% |
| Sharpe ratio | -5.83 | -3.46 |
| Maximum drawdown | 1.9% | 1.1% |
| Replication fit (R²) | 0.81 · Tracking error 1.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model EVFCX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VCSH | FI · Short Corp | 100.0% |