EValuator Aggressive Financials Overview
| EVFGX Fund | USD 13.09 -0.27 -2.02% |
Key indicators impacting EValuator Aggressive's Profitability
Treynor Ratio 0.37652143 | Sharpe Ratio 0.1158 | Information Ratio 0.13887446 | Sortino Ratio 0.3669434 |
EValuator |
Caution is warranted when inferring EValuator Aggressive's future performance from historical data. Future returns may differ significantly depending on market conditions and the manager's decisions.
EValuator Aggressive Fund Summary
EValuator Aggressive competes with THRIVENT DIVERSIFIED, SMALL CAP, Fidelity Advisor, GOLDMAN SACHS, and BlackRock. The fund invests in the securities of other unaffiliated investment companies, including open-end funds, exchange-traded funds and closed-end funds. It will allocate 1-15 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration. The remaining 85-99 percent of the funds assets will be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.Specialization | Allocation--85%+ Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US26929K6038 |
| Business Address | World Funds Trust |
| Mutual Fund Family | E-Valuator funds |
| Mutual Fund Category | Allocation--85%+ Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 888 507 2798 |
| Currency | USD - US Dollar |
Investors looking at EValuator Aggressive will find that its financial reports offer a structured view of business performance across multiple dimensions. The analysis spans the three core statements that define Evaluator Aggressive Rms financial health: balance sheet, income, and cash flow. Market conditions and sector trends add context to these figures for a more complete picture.
Key Financial Ratios
Ratios calculated from EValuator Aggressive's balance sheet, income statement, and cash flow statement help investors quickly assess areas like solvency, profitability, and operational efficiency.Financial Ratios Relationships
Comparative financial modeling measures EValuator Aggressive's valuation against peer benchmarks. Comparative ratio analysis across EValuator Aggressive's competitive landscape reveals how its fundamental profile stacks up against industry benchmarks. More Info.Evaluator Aggressive Rms ranks first in annual yield among similar funds. It also ranks first in year to date return among similar funds creating about 161.09 of Year To Date Return per Annual Yield. Comparative pricing ratios position EValuator Aggressive within industry norms.Financial Metrics, Fundamentals & Methodology
Core inputs for EValuator Aggressive emphasize exposures, fees, and implementation discipline. Style drift can alter factor exposure and correlation structure across cycles.
Evaluator Aggressive Rms ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--85%+ Equity category is currently estimated at about 16.06 Billion. EValuator Aggressive maintains roughly 89.34 Million in net asset contributing less than 1% to funds in Allocation--85%+ Equity category.
This section for Evaluator Aggressive Rms is built from fund disclosures and market reference feeds, with reporting definitions aligned before display. Values may update on different source schedules. Reported income, balance-sheet, and cash-flow fields adhere to GAAP or IFRS presentation rules.