Evaluator Conservative Rms Fund Manager Performance Evaluation

EVFCX Fund  USD 10.31  -0.06  -0.58%   
The fund owns a Beta (Systematic Risk) of 0.37, which conveys possible diversification benefits within a given portfolio. With a sub-1 beta, EValuator Conservative participates in market rallies at a reduced pace while also limiting downside exposure.
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
For the recent 90-day horizon, Evaluator Conservative Rms failed to convert risk into positive risk-adjusted performance. This reading is usually reviewed beside volatility, downside risk, and benchmark-relative behavior before conviction is increased. Despite somewhat strong fundamental indicators, EValuator Conservative is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
  

Relative Risk vs. Return Landscape

If you had invested $ 1,034 in Evaluator Conservative Rms on December 21, 2025 and sold it today you would have lost $ 3.00 from holding Evaluator Conservative Rms or given up 0.29% of portfolio value over 90 days. Evaluator Conservative Rms is currently producing negative expected returns and carries 0.3826% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than EValuator, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This relative risk-return summary reviews how the instrument behaves against its benchmark. It works best as a comparative read on return quality, drawdown exposure, and volatility burden. Assuming a 90-day horizon EValuator Conservative is expected to generate 0.46 times more return on investment than the market. However, the fund is 2.16 times less risky than the market. It trades about -0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.11 per unit of risk.

Historical Prices of Evaluator Conservative

Below is the normalized historical share price chart for Evaluator Conservative Rms extending back to June 09, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of EValuator Conservative stands at 10.31, as last reported on the 21st of March, with the highest price reaching 10.31 and the lowest price hitting 10.31 during the day.
Macro event markers
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

A fundamental principle of fund forecasting is that prices tend to revert toward historical averages. For EValuator Mutual Fund, this mean-reverting tendency has been a useful tool for valuation. Still, some funds exhibit persistent mispricings that are only corrected when buying and selling pressure realign.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
10.31 90 days 10.31
about 90.32
According to our probability model, the chance of EValuator Conservative moving above the current price in 90 days from now is about 90.32 (This probability chart for Evaluator Conservative Rms depicts the range of likely prices for EValuator Mutual Fund over a 90-day horizon).
Assuming a 90-day horizon EValuator Conservative has a beta of 0.37 suggesting as returns on the market go up, EValuator Conservative's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Evaluator Conservative Rms is expected to be smaller as well. Additionally, Evaluator Conservative Rms has an alpha of 0.0319, implying that it can generate a 0.0319 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   EValuator Conservative Price Density   
       Price  

Predictive Modules for EValuator Conservative

Predicting the direction of Evaluator Conservative and the broader fund market involves a range of quantitative and qualitative techniques. Although accurate forecasting remains elusive, the process of modeling future scenarios is a valuable part of investment decision-making. Comparing results from different methods frames the confidence level of their predictions.
The concept of mean reversion suggests that EValuator Conservative's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Hype
Prediction
LowEstimatedHigh
9.9310.3110.69
Details
Intrinsic
Valuation
LowRealHigh
9.9610.3410.72
Details
Naive
Forecast
LowNextHigh
9.8910.2710.65
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.2810.4810.68
Details
Competitive analysis for EValuator Conservative compares its financial performance, valuation multiples, and growth trajectory against sector peers. This peer-relative view often uncovers mispricing that single-company analysis would miss.

Primary Risk Indicators

Market volatility over the last 10-20 years has created both risk and opportunity for mutual fund investors. EValuator Conservative has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking EValuator Conservative's volatility and elasticity can help investors in Evaluator Conservative Rms limit the impact of adverse market moves.
α
Alpha over Dow Jones
0.03
β
Beta against Dow Jones0.37
σ
Overall volatility
0.10
Ir
Information ratio 0.25

Investor Alerts and Insights

Real-time alerts for EValuator Conservative allow investors to track important fund developments as they happen. Reviewing ongoing notifications for Evaluator Conservative helps identify opportunities and risks before they are fully priced into the market.
EValuator Conservative generated a negative expected return over the last 90 days
Latest headline from news.google.com: Voya Equity Closed End Funds Declare Distributions - Yahoo Finance Singapore
The fund retains about 13.5% of its assets under management (AUM) in cash

EValuator Conservative Fundamentals Growth

Investors assess EValuator Mutual Fund by examining EValuator Conservative's underlying financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels are among the most closely watched fundamentals that shape EValuator Mutual Fund market performance.

Performance Metrics & Calculation Methodology

EValuator Conservative performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers.

For Evaluator Conservative Rms, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on February 27th, 2026