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ETGLX vs. ETIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ETGLX vs. ETIHX - Performance Comparison

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

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ETGLX vs. ETIHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ETGLX
Eventide Gilead Fund
-10.60%23.50%-0.23%22.52%-34.17%11.22%55.13%33.84%-2.56%32.85%
ETIHX
Eventide Healthcare & Life Sciences Fund
-10.26%56.73%-10.13%11.01%-19.62%-16.87%37.12%58.74%-0.27%45.83%

Returns By Period

The year-to-date returns for both investments are quite close, with ETGLX having a -10.60% return and ETIHX slightly higher at -10.26%. Over the past 10 years, ETGLX has underperformed ETIHX with an annualized return of 11.23%, while ETIHX has yielded a comparatively higher 12.27% annualized return.


ETGLX

1D
-1.09%
1M
-10.45%
YTD
-10.60%
6M
-6.16%
1Y
20.07%
3Y*
7.50%
5Y*
-0.18%
10Y*
11.23%

ETIHX

1D
-0.36%
1M
-9.13%
YTD
-10.26%
6M
12.94%
1Y
51.24%
3Y*
12.55%
5Y*
0.28%
10Y*
12.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ETGLX vs. ETIHX - Expense Ratio Comparison

ETGLX has a 1.31% expense ratio, which is higher than ETIHX's 1.30% expense ratio.


Return for Risk

ETGLX vs. ETIHX — Risk / Return Rank

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

ETGLX
ETGLX Risk / Return Rank: 4545
Overall Rank
ETGLX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
ETGLX Sortino Ratio Rank: 4646
Sortino Ratio Rank
ETGLX Omega Ratio Rank: 4242
Omega Ratio Rank
ETGLX Calmar Ratio Rank: 4646
Calmar Ratio Rank
ETGLX Martin Ratio Rank: 4646
Martin Ratio Rank

ETIHX
ETIHX Risk / Return Rank: 8888
Overall Rank
ETIHX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
ETIHX Sortino Ratio Rank: 8989
Sortino Ratio Rank
ETIHX Omega Ratio Rank: 8080
Omega Ratio Rank
ETIHX Calmar Ratio Rank: 9292
Calmar Ratio Rank
ETIHX Martin Ratio Rank: 9191
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.

ETGLX vs. ETIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Fund (ETGLX) 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.


ETGLXETIHXDifference

Sharpe ratio

Return per unit of total volatility

0.87

1.82

-0.95

Sortino ratio

Return per unit of downside risk

1.33

2.46

-1.13

Omega ratio

Gain probability vs. loss probability

1.18

1.31

-0.13

Calmar ratio

Return relative to maximum drawdown

1.14

2.81

-1.66

Martin ratio

Return relative to average drawdown

4.59

10.69

-6.10

ETGLX vs. ETIHX - Sharpe Ratio Comparison

The current ETGLX Sharpe Ratio is 0.87, which is lower than the ETIHX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of ETGLX 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


ETGLXETIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.87

1.82

-0.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

0.01

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.43

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.50

-0.02

Correlation

The correlation between ETGLX and ETIHX is 0.78, 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

ETGLX vs. ETIHX - Dividend Comparison

ETGLX's dividend yield for the trailing twelve months is around 14.08%, while ETIHX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
ETGLX
Eventide Gilead Fund
14.08%12.58%1.29%0.00%5.53%6.47%0.81%3.21%5.41%0.00%0.00%1.14%
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

ETGLX vs. ETIHX - Drawdown Comparison

The maximum ETGLX drawdown since its inception was -41.41%, smaller than the maximum ETIHX drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for ETGLX and ETIHX.


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Drawdown Indicators


ETGLXETIHXDifference

Max Drawdown

Largest peak-to-trough decline

-41.41%

-55.11%

+13.70%

Max Drawdown (1Y)

Largest decline over 1 year

-14.44%

-12.50%

-1.94%

Max Drawdown (5Y)

Largest decline over 5 years

-41.41%

-49.49%

+8.08%

Max Drawdown (10Y)

Largest decline over 10 years

-41.41%

-55.11%

+13.70%

Current Drawdown

Current decline from peak

-17.68%

-12.50%

-5.18%

Average Drawdown

Average peak-to-trough decline

-11.67%

-18.17%

+6.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.60%

4.13%

-0.53%

Volatility

ETGLX vs. ETIHX - Volatility Comparison

The current volatility for Eventide Gilead Fund (ETGLX) is 6.89%, while Eventide Healthcare & Life Sciences Fund (ETIHX) has a volatility of 7.75%. This indicates that ETGLX 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


ETGLXETIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.89%

7.75%

-0.86%

Volatility (6M)

Calculated over the trailing 6-month period

13.40%

16.34%

-2.94%

Volatility (1Y)

Calculated over the trailing 1-year period

22.17%

25.72%

-3.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.25%

27.76%

-3.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.37%

28.41%

-5.04%