ETHSX vs. AAPL

In the year-to-date period, ETHSX achieves a -1.08% return, which is significantly higher than AAPL's -15.62% return. Over the past 10 years, ETHSX has underperformed AAPL with an annualized return of -0.38%, while AAPL has yielded a comparatively higher 22.08% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Worldwide Health Sciences Fund (ETHSX) and Apple Inc (AAPL). 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.

The current ETHSX Sharpe Ratio is -0.48, which is lower than the AAPL Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of ETHSX and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ETHSX's dividend yield for the trailing twelve months is around 0.19%, less than AAPL's 0.48% yield.

The maximum ETHSX drawdown since its inception was -45.11%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for ETHSX and AAPL. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Worldwide Health Sciences Fund (ETHSX) is 6.00%, while Apple Inc (AAPL) has a volatility of 11.36%. This indicates that ETHSX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.