Skip to Content

Evoke

Evoke Parent Rating

Average

Evoke has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Portfolio management turnover has been minimal at the firm since the firm's inception. Long-term stability signals 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. With an average three-year Morningstar Rating of 1.0 stars, the risk-adjusted performance of Evoke's open-end and exchange-traded funds falls short of competitors.

Evoke Investments

Exchange-Traded Funds

See All Evoke ETFs

Market

US ETFs

Total Net Assets

703.00 Mil

Investment Flows (TTM)

−412.45 Mil

Asset Growth Rate (TTM)

−36.84%

# 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

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

Sponsor Center