ETGLX vs. ETIRX

Last updated Apr 2, 2026

Compare and contrast key facts about Eventide Gilead Fund (ETGLX) and Eventide Core Bond Fund (ETIRX).

ETGLX is managed by Eventide Funds. It was launched on Jul 8, 2008. ETIRX is managed by Eventide Funds. It was launched on Jul 30, 2020.

Performance

ETGLX vs. ETIRX - Performance Comparison

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

ETGLX vs. ETIRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ETGLX Eventide Gilead Fund	-6.89%	23.50%	-0.23%	22.52%	-34.17%	11.22%	25.60%
ETIRX Eventide Core Bond Fund	-0.15%	7.49%	0.40%	5.03%	-13.24%	-2.49%	-0.29%

Returns By Period

In the year-to-date period, ETGLX achieves a -6.89% return, which is significantly lower than ETIRX's -0.15% return.

ETGLX

• 1D: 4.16%
• 1M: -6.73%
• YTD: -6.89%
• 6M: -2.10%
• 1Y: 25.31%
• 3Y*: 8.97%
• 5Y*: 0.27%
• 10Y*: 11.68%

ETIRX

• 1D: 0.37%
• 1M: -1.45%
• YTD: -0.15%
• 6M: 0.90%
• 1Y: 4.60%
• 3Y*: 3.42%
• 5Y*: -0.18%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ETGLX vs. ETIRX - Expense Ratio Comparison

ETGLX has a 1.31% expense ratio, which is higher than ETIRX's 0.58% expense ratio.

ETGLX

Eventide Gilead Fund

ETIRX

Eventide Core Bond Fund

Return for Risk

ETGLX vs. ETIRX — Risk / Return Rank

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

ETGLX

ETGLX Risk / Return Rank: 62
ETGLX Sharpe Ratio Rank: 59
ETGLX Sortino Ratio Rank: 62
ETGLX Omega Ratio Rank: 55
ETGLX Calmar Ratio Rank: 68
ETGLX Martin Ratio Rank: 67

ETIRX

ETIRX Risk / Return Rank: 61
ETIRX Sharpe Ratio Rank: 63
ETIRX Sortino Ratio Rank: 64
ETIRX Omega Ratio Rank: 49
ETIRX Calmar Ratio Rank: 72
ETIRX Martin Ratio Rank: 56

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. ETIRX - Risk-Adjusted Trends Comparison

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

	ETGLX	ETIRX	Difference
Sharpe ratio Return per unit of total volatility	1.12	1.24	-0.12
Sortino ratio Return per unit of downside risk	1.65	1.79	-0.13
Omega ratio Gain probability vs. loss probability	1.23	1.22	+0.01
Calmar ratio Return relative to maximum drawdown	1.67	1.88	-0.21
Martin ratio Return relative to average drawdown	6.58	6.23	+0.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ETGLX vs. ETIRX - Sharpe Ratio Comparison

The current ETGLX Sharpe Ratio is 1.12, which is comparable to the ETIRX Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of ETGLX and ETIRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ETGLX	ETIRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.12	1.24	-0.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	-0.03	+0.04
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.50	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.49	-0.16	+0.65

Correlation

The correlation between ETGLX and ETIRX is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ETGLX vs. ETIRX - Dividend Comparison

ETGLX's dividend yield for the trailing twelve months is around 13.52%, more than ETIRX's 4.16% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ETGLX Eventide Gilead Fund	13.52%	12.58%	1.29%	0.00%	5.53%	6.47%	0.81%	3.21%	5.41%	0.00%	0.00%	1.14%
ETIRX Eventide Core Bond Fund	4.16%	4.16%	2.78%	2.79%	2.32%	1.39%	0.40%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

ETGLX vs. ETIRX - Drawdown Comparison

The maximum ETGLX drawdown since its inception was -41.41%, which is greater than ETIRX's maximum drawdown of -19.29%. Use the drawdown chart below to compare losses from any high point for ETGLX and ETIRX.

Drawdown Indicators

	ETGLX	ETIRX	Difference
Max Drawdown Largest peak-to-trough decline	-41.41%	-19.29%	-22.12%
Max Drawdown (1Y) Largest decline over 1 year	-14.44%	-2.72%	-11.72%
Max Drawdown (5Y) Largest decline over 5 years	-41.41%	-18.37%	-23.04%
Max Drawdown (10Y) Largest decline over 10 years	-41.41%	—	—
Current Drawdown Current decline from peak	-14.26%	-4.53%	-9.73%
Average Drawdown Average peak-to-trough decline	-11.68%	-8.71%	-2.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.67%	0.82%	+2.85%

Volatility

ETGLX vs. ETIRX - Volatility Comparison

Eventide Gilead Fund (ETGLX) has a higher volatility of 8.28% compared to Eventide Core Bond Fund (ETIRX) at 1.66%. This indicates that ETGLX's price experiences larger fluctuations and is considered to be riskier than ETIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ETGLX	ETIRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.28%	1.66%	+6.62%
Volatility (6M) Calculated over the trailing 6-month period	14.01%	2.47%	+11.54%
Volatility (1Y) Calculated over the trailing 1-year period	22.49%	4.15%	+18.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.30%	5.48%	+18.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.40%	5.26%	+18.14%