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Eventide Gilead Class I (ETILX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US62827L6589
Min. Investment
$100,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Eventide Gilead Class I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Eventide Gilead Class I (ETILX) has returned -10.57% so far this year and 20.30% over the past 12 months. Over the last ten years, ETILX has returned 11.45% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Eventide Gilead Class I

1D
-1.09%
1M
-10.44%
YTD
-10.57%
6M
-6.08%
1Y
20.30%
3Y*
7.71%
5Y*
0.02%
10Y*
11.45%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Feb 2, 2010, ETILX's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, your investment would double in approximately 5.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +17.2%, while the worst month was Jan 2022 at -15.2%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 8 months.

On a daily basis, ETILX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Mar 16, 2020 at -12.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.86%-1.97%-10.44%-10.57%
20257.99%-5.85%-9.49%3.14%7.46%6.50%0.20%7.25%0.98%3.49%2.34%-0.83%23.77%
2024-1.55%4.10%0.45%-7.33%-1.55%1.55%1.33%2.93%0.25%-3.03%10.32%-6.29%-0.03%
20239.66%-2.53%1.69%-1.88%1.94%8.13%4.84%-3.91%-7.09%-8.61%10.89%10.08%22.76%
2022-15.21%-0.75%-0.46%-12.18%-3.15%-6.01%9.66%-1.13%-8.07%2.74%2.41%-6.07%-34.03%
2021-0.14%4.74%-4.63%6.65%-2.57%6.91%0.95%2.82%-5.43%6.16%-3.12%-0.38%11.44%

Benchmark Metrics

Eventide Gilead Class I has an annualized alpha of 0.17%, beta of 1.13, and R² of 0.71 versus S&P 500 Index. Calculated based on daily prices since February 03, 2010.

  • This fund captured 113.40% of S&P 500 Index gains and 111.70% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.13 and R² of 0.71, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.17%
Beta
1.13
0.71
Upside Capture
113.40%
Downside Capture
111.70%

Expense Ratio

ETILX has a high expense ratio of 1.11%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

ETILX ranks 42 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


ETILX Risk / Return Rank: 4242
Overall Rank
ETILX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
ETILX Sortino Ratio Rank: 4343
Sortino Ratio Rank
ETILX Omega Ratio Rank: 3939
Omega Ratio Rank
ETILX Calmar Ratio Rank: 4545
Calmar Ratio Rank
ETILX Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Eventide Gilead Class I (ETILX) and compare them to a chosen benchmark (S&P 500 Index).


ETILXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.88

0.90

-0.01

Sortino ratio

Return per unit of downside risk

1.34

1.39

-0.05

Omega ratio

Gain probability vs. loss probability

1.19

1.21

-0.03

Calmar ratio

Return relative to maximum drawdown

1.16

1.40

-0.24

Martin ratio

Return relative to average drawdown

4.66

6.61

-1.95

Explore ETILX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Eventide Gilead Class I provided a 13.49% dividend yield over the last twelve months, with an annual payout of $6.87 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.00$7.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$6.87$6.87$0.64$0.00$2.28$4.27$0.51$1.32$1.71$0.00$0.00$0.29

Dividend yield

13.49%12.07%1.25%0.00%5.36%6.30%0.79%3.14%5.31%0.00%0.00%1.13%

Monthly Dividends

The table displays the monthly dividend distributions for Eventide Gilead Class I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.87$6.87
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64$0.64
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.28$2.28
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.27$4.27

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Eventide Gilead Class I. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Eventide Gilead Class I was 41.30%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current Eventide Gilead Class I drawdown is 16.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.3%Nov 17, 2021229Oct 14, 2022
-34.43%Jun 24, 2015161Feb 11, 2016342Jun 21, 2017503
-34.05%Feb 20, 202020Mar 18, 202046May 22, 202066
-30.84%Jul 8, 201161Oct 3, 2011318Jan 9, 2013379
-23.8%Aug 30, 201880Dec 24, 201841Feb 25, 2019121

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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