ETGLX vs. BQMGX
ETGLX (Eventide Gilead Fund) and BQMGX (Bright Rock Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, ETGLX returned 13.19%/yr vs 8.98%/yr for BQMGX. Their correlation of 0.81 means they have usually moved in the same direction. ETGLX charges 1.31%/yr vs 1.07%/yr for BQMGX.
Performance
ETGLX vs. BQMGX - Performance Comparison
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Returns By Period
In the year-to-date period, ETGLX achieves a 11.88% return, which is significantly higher than BQMGX's 1.02% return. Over the past 10 years, ETGLX has outperformed BQMGX with an annualized return of 13.19%, while BQMGX has yielded a comparatively lower 8.98% annualized return.
ETGLX
- 1D
- 0.25%
- 1M
- -6.23%
- 6M
- 8.72%
- YTD
- 11.88%
- 1Y
- 27.93%
- 3Y*
- 11.35%
- 5Y*
- 2.05%
- 10Y*
- 13.19%
- ALL TIME*
- 12.74%
BQMGX
- 1D
- 0.34%
- 1M
- 0.46%
- 6M
- -0.54%
- YTD
- 1.02%
- 1Y
- -1.20%
- 3Y*
- 4.86%
- 5Y*
- 2.47%
- 10Y*
- 8.98%
- ALL TIME*
- 9.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
ETGLX Eventide Gilead Fund | $0.00 | $0.00 | $0.00 |
ETGLX vs. BQMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETGLX Eventide Gilead Fund | 11.88% | 23.50% | -0.23% | 22.52% | -34.17% | 11.22% | 55.13% | 33.84% | -2.56% | 32.85% |
BQMGX Bright Rock Mid Cap Growth Fund | 1.02% | -0.29% | 14.16% | 13.00% | -19.44% | 23.02% | 19.62% | 32.05% | -6.68% | 22.16% |
Correlation
The correlation between ETGLX and BQMGX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since May 26, 2010 | 0.81 |
Over the past year, the correlation between ETGLX and BQMGX has dropped to 0.56 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
ETGLX vs. BQMGX — Risk / Return Rank
ETGLX
BQMGX
ETGLX vs. BQMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Fund (ETGLX) and Bright Rock Mid Cap Growth Fund (BQMGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ETGLX | BQMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.57 | ||
| Sortino ratioReturn per unit of downside risk | +2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.98 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | -0.20 | +2.09 |
| Martin ratioReturn relative to average drawdown | 6.67 | -0.42 | +7.09 |
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Drawdowns
ETGLX vs. BQMGX - Drawdown Comparison
The maximum ETGLX drawdown since its inception was -41.41%, which is greater than BQMGX's maximum drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for ETGLX and BQMGX.
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Drawdown Indicators
| ETGLX | BQMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.41% | -36.05% | -5.36% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -11.62% | -2.82% |
Max Drawdown (3Y)Largest decline over 3 years | -25.74% | -18.72% | -7.02% |
Max Drawdown (5Y)Largest decline over 5 years | -41.41% | -25.92% | -15.49% |
Max Drawdown (10Y)Largest decline over 10 years | -41.41% | -36.05% | -5.36% |
Current DrawdownCurrent decline from peak | -8.82% | -5.13% | -3.69% |
Average DrawdownAverage peak-to-trough decline | -11.53% | -5.88% | -5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 5.51% | -1.43% |
Volatility
ETGLX vs. BQMGX - Volatility Comparison
Eventide Gilead Fund (ETGLX) has a higher volatility of 6.00% compared to Bright Rock Mid Cap Growth Fund (BQMGX) at 3.29%. This indicates that ETGLX's price experiences larger fluctuations and is considered to be riskier than BQMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETGLX | BQMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 3.29% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 16.42% | 9.38% | +7.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 12.41% | +7.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 16.85% | +7.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.45% | 17.92% | +5.53% |
ETGLX vs. BQMGX - Expense Ratio Comparison
ETGLX has a 1.31% expense ratio, which is higher than BQMGX's 1.07% expense ratio.
Dividends
ETGLX vs. BQMGX - Dividend Comparison
ETGLX's dividend yield for the trailing twelve months is around 11.25%, more than BQMGX's 4.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | 4.08% | 4.12% | 5.99% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.07% | 5.80% |
ETGLX Eventide Gilead Fund | 11.25% | 12.58% | 1.29% | 0.00% | 5.53% | 6.47% | 0.81% | 3.21% | 5.41% | 0.00% | 0.00% | 1.14% |
Frequently Asked Questions
ETGLX and BQMGX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETGLX has higher volatility (6.00%) compared to BQMGX (3.29%). In terms of maximum drawdown, ETGLX dropped -41.41% vs BQMGX's -36.05%.
ETGLX currently has the higher Sharpe Ratio (1.39 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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