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Morningstar

Evoke

Evoke Parent Rating

Average
Morningstar Manager Research

In a competitive industry, Evoke does n't differentiate itself enough, leading to an Average Parent Pillar rating.

Portfolio management turnover has been minimal at the firm since the firm's inception. Long-term stability indicates a strong investment culture. The firm's lineup has had discouraging initial results. Its three-year success ratio is 0%, indicating that of the strategies with a three-year track record, 0% have both survived and beaten their respective category median. A low success ratio not only indicates weak performance but also provides insight into a firm’s discipline around investment strategy and product development. The Evoke roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as seen in its average three-year Morningstar Rating of 1.0 stars.

Evoke Investments

Exchange-Traded Funds

See All Evoke ETFs

Market

US ETFs

Total Net Assets

691.84 Mil

Investment Flows (TTM)

−414.76 Mil

Asset Growth Rate (TTM)

−35.45%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
1
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
RPAR Risk Parity ETF—
UPAR Ultra Risk Parity ETF——
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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