ETHSX vs. AGEN

In the year-to-date period, ETHSX achieves a -1.08% return, which is significantly lower than AGEN's 27.74% return. Over the past 10 years, ETHSX has outperformed AGEN with an annualized return of -0.38%, while AGEN has yielded a comparatively lower -30.70% 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 Agenus Inc. (AGEN). 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 comparable to the AGEN Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of ETHSX and AGEN, 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%, while AGEN has not paid dividends to shareholders.

The maximum ETHSX drawdown since its inception was -45.11%, smaller than the maximum AGEN drawdown of -99.98%. Use the drawdown chart below to compare losses from any high point for ETHSX and AGEN. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Worldwide Health Sciences Fund (ETHSX) is 6.00%, while Agenus Inc. (AGEN) has a volatility of 41.68%. This indicates that ETHSX experiences smaller price fluctuations and is considered to be less risky than AGEN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.