ETGLX vs. ETIDX
ETGLX (Eventide Gilead Fund) and ETIDX (Eventide Dividend Opportunities Fund) are both mutual funds - ETGLX is a Mid Cap Growth Equities fund managed by Eventide, while ETIDX is a Mid Cap Blend Equities fund managed by Eventide. Over the past 5 years, ETGLX returned 2.00%/yr vs 7.87%/yr for ETIDX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. ETGLX charges 1.31%/yr vs 0.95%/yr for ETIDX.
Performance
ETGLX vs. ETIDX - Performance Comparison
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Returns By Period
In the year-to-date period, ETGLX achieves a 11.61% return, which is significantly lower than ETIDX's 14.61% return.
ETGLX
- 1D
- 2.80%
- 1M
- -6.46%
- 6M
- 9.56%
- YTD
- 11.61%
- 1Y
- 27.61%
- 3Y*
- 11.03%
- 5Y*
- 2.00%
- 10Y*
- 13.01%
- ALL TIME*
- 12.73%
ETIDX
- 1D
- 1.30%
- 1M
- -2.59%
- 6M
- 9.55%
- YTD
- 14.61%
- 1Y
- 16.53%
- 3Y*
- 14.66%
- 5Y*
- 7.87%
- 10Y*
- —
- ALL TIME*
- 11.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ETGLX Eventide Gilead Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
ETGLX vs. ETIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETGLX Eventide Gilead Fund | 11.61% | 23.50% | -0.23% | 22.52% | -34.17% | 11.22% | 55.13% | 33.84% | -2.56% | 6.23% |
ETIDX Eventide Dividend Opportunities Fund | 14.61% | 5.67% | 16.56% | 19.67% | -21.77% | 31.98% | 25.38% | 27.07% | -10.37% | 3.36% |
Correlation
The correlation between ETGLX and ETIDX is 0.77, 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. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2017 | 0.78 |
The correlation between ETGLX and ETIDX has been stable across timeframes, ranging from 0.77 to 0.83 - a consistent structural relationship.
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Return for Risk
ETGLX vs. ETIDX — Risk / Return Rank
ETGLX
ETIDX
ETGLX vs. ETIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Fund (ETGLX) and Eventide Dividend Opportunities Fund (ETIDX). 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 | ETIDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.84 | 2.09 | -0.25 |
| Martin ratioReturn relative to average drawdown | 6.55 | 6.10 | +0.44 |
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Drawdowns
ETGLX vs. ETIDX - Drawdown Comparison
The maximum ETGLX drawdown since its inception was -41.41%, which is greater than ETIDX's maximum drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for ETGLX and ETIDX.
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Drawdown Indicators
| ETGLX | ETIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.41% | -34.12% | -7.29% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -7.60% | -6.84% |
Max Drawdown (3Y)Largest decline over 3 years | -25.74% | -20.51% | -5.23% |
Max Drawdown (5Y)Largest decline over 5 years | -41.41% | -29.11% | -12.30% |
Max Drawdown (10Y)Largest decline over 10 years | -41.41% | — | — |
Current DrawdownCurrent decline from peak | -9.04% | -5.79% | -3.25% |
Average DrawdownAverage peak-to-trough decline | -11.54% | -7.01% | -4.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 2.60% | +1.44% |
Volatility
ETGLX vs. ETIDX - Volatility Comparison
Eventide Gilead Fund (ETGLX) has a higher volatility of 6.00% compared to Eventide Dividend Opportunities Fund (ETIDX) at 4.29%. This indicates that ETGLX's price experiences larger fluctuations and is considered to be riskier than ETIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETGLX | ETIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 4.29% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 16.44% | 12.50% | +3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 15.49% | +4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.50% | 17.86% | +6.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.45% | 18.25% | +5.20% |
ETGLX vs. ETIDX - Expense Ratio Comparison
ETGLX has a 1.31% expense ratio, which is higher than ETIDX's 0.95% expense ratio.
Dividends
ETGLX vs. ETIDX - Dividend Comparison
ETGLX's dividend yield for the trailing twelve months is around 11.28%, more than ETIDX's 3.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETGLX Eventide Gilead Fund | 11.28% | 12.58% | 1.29% | 0.00% | 5.53% | 6.47% | 0.81% | 3.21% | 5.41% | 0.00% | 0.00% | 1.14% |
ETIDX Eventide Dividend Opportunities Fund | 3.09% | 3.58% | 0.64% | 0.67% | 1.98% | 2.78% | 1.05% | 1.99% | 2.16% | 1.41% | 0.00% | 0.00% |
Frequently Asked Questions
ETGLX and ETIDX have a correlation of 0.77, 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 ETIDX (4.29%). In terms of maximum drawdown, ETGLX dropped -41.41% vs ETIDX's -34.12%.
ETGLX currently has the higher Sharpe Ratio (1.35 vs 1.03), 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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