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AHSAX vs. ETIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AHSAX vs. ETIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alger Health Sciences Fund (AHSAX) and Eventide Healthcare & Life Sciences Fund (ETIHX). The values are adjusted to include any dividend payments, if applicable.

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AHSAX vs. ETIHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AHSAX
Alger Health Sciences Fund
-3.73%10.14%1.17%-4.26%-17.04%3.26%30.99%22.02%5.71%33.06%
ETIHX
Eventide Healthcare & Life Sciences Fund
-4.72%56.73%-10.13%11.01%-19.62%-16.87%37.12%58.74%-0.27%45.83%

Returns By Period

In the year-to-date period, AHSAX achieves a -3.73% return, which is significantly higher than ETIHX's -4.72% return. Over the past 10 years, AHSAX has underperformed ETIHX with an annualized return of 8.44%, while ETIHX has yielded a comparatively higher 12.95% annualized return.


AHSAX

1D
2.14%
1M
-6.00%
YTD
-3.73%
6M
8.88%
1Y
18.01%
3Y*
2.74%
5Y*
-2.00%
10Y*
8.44%

ETIHX

1D
6.18%
1M
-2.47%
YTD
-4.72%
6M
20.62%
1Y
66.40%
3Y*
14.82%
5Y*
1.31%
10Y*
12.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AHSAX vs. ETIHX - Expense Ratio Comparison

AHSAX has a 1.05% expense ratio, which is lower than ETIHX's 1.30% expense ratio.


Return for Risk

AHSAX vs. ETIHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AHSAX
AHSAX Risk / Return Rank: 4949
Overall Rank
AHSAX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
AHSAX Sortino Ratio Rank: 4848
Sortino Ratio Rank
AHSAX Omega Ratio Rank: 3434
Omega Ratio Rank
AHSAX Calmar Ratio Rank: 6868
Calmar Ratio Rank
AHSAX Martin Ratio Rank: 5151
Martin Ratio Rank

ETIHX
ETIHX Risk / Return Rank: 9494
Overall Rank
ETIHX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
ETIHX Sortino Ratio Rank: 9494
Sortino Ratio Rank
ETIHX Omega Ratio Rank: 8888
Omega Ratio Rank
ETIHX Calmar Ratio Rank: 9797
Calmar Ratio Rank
ETIHX Martin Ratio Rank: 9696
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.

AHSAX vs. ETIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alger Health Sciences Fund (AHSAX) and Eventide Healthcare & Life Sciences Fund (ETIHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AHSAXETIHXDifference

Sharpe ratio

Return per unit of total volatility

1.03

2.33

-1.29

Sortino ratio

Return per unit of downside risk

1.51

3.06

-1.55

Omega ratio

Gain probability vs. loss probability

1.19

1.39

-0.20

Calmar ratio

Return relative to maximum drawdown

1.79

4.26

-2.47

Martin ratio

Return relative to average drawdown

5.81

14.67

-8.86

AHSAX vs. ETIHX - Sharpe Ratio Comparison

The current AHSAX Sharpe Ratio is 1.03, which is lower than the ETIHX Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of AHSAX and ETIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AHSAXETIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

2.33

-1.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

0.05

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.46

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.52

-0.21

Correlation

The correlation between AHSAX and ETIHX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AHSAX vs. ETIHX - Dividend Comparison

Neither AHSAX nor ETIHX has paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
AHSAX
Alger Health Sciences Fund
0.00%0.00%0.00%0.00%0.00%27.18%11.68%6.98%7.82%0.00%0.00%0.00%
ETIHX
Eventide Healthcare & Life Sciences Fund
0.00%0.00%0.00%0.00%0.00%10.78%3.49%2.08%7.33%1.28%0.00%1.22%

Drawdowns

AHSAX vs. ETIHX - Drawdown Comparison

The maximum AHSAX drawdown since its inception was -46.23%, smaller than the maximum ETIHX drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for AHSAX and ETIHX.


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Drawdown Indicators


AHSAXETIHXDifference

Max Drawdown

Largest peak-to-trough decline

-46.23%

-55.11%

+8.88%

Max Drawdown (1Y)

Largest decline over 1 year

-9.67%

-12.50%

+2.83%

Max Drawdown (5Y)

Largest decline over 5 years

-45.04%

-49.49%

+4.45%

Max Drawdown (10Y)

Largest decline over 10 years

-45.04%

-55.11%

+10.07%

Current Drawdown

Current decline from peak

-29.98%

-7.09%

-22.89%

Average Drawdown

Average peak-to-trough decline

-14.61%

-18.17%

+3.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

3.79%

-0.81%

Volatility

AHSAX vs. ETIHX - Volatility Comparison

The current volatility for Alger Health Sciences Fund (AHSAX) is 5.45%, while Eventide Healthcare & Life Sciences Fund (ETIHX) has a volatility of 10.04%. This indicates that AHSAX experiences smaller price fluctuations and is considered to be less risky than ETIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AHSAXETIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.45%

10.04%

-4.59%

Volatility (6M)

Calculated over the trailing 6-month period

11.68%

17.34%

-5.66%

Volatility (1Y)

Calculated over the trailing 1-year period

16.52%

26.36%

-9.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.28%

27.84%

-3.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.38%

28.46%

-5.08%