ETHSX vs. BB
Compare and contrast key facts about Eaton Vance Worldwide Health Sciences Fund (ETHSX) and BlackBerry Limited (BB).
ETHSX is managed by Eaton Vance. It was launched on Jul 25, 1985.
Performance
ETHSX vs. BB - Performance Comparison
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ETHSX vs. BB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETHSX Eaton Vance Worldwide Health Sciences Fund | -5.95% | 10.23% | 3.48% | 5.67% | -9.41% | 22.02% | 13.04% | 25.99% | 5.87% | 16.24% |
BB BlackBerry Limited | -11.35% | 0.26% | 6.78% | 8.59% | -65.13% | 41.03% | 3.27% | -9.70% | -36.35% | 62.12% |
Returns By Period
In the year-to-date period, ETHSX achieves a -5.95% return, which is significantly higher than BB's -11.35% return. Over the past 10 years, ETHSX has outperformed BB with an annualized return of 7.59%, while BB has yielded a comparatively lower -7.69% annualized return.
ETHSX
- 1D
- 2.21%
- 1M
- -6.44%
- YTD
- -5.95%
- 6M
- 1.02%
- 1Y
- 1.32%
- 3Y*
- 4.41%
- 5Y*
- 4.55%
- 10Y*
- 7.59%
BB
- 1D
- 3.70%
- 1M
- -1.18%
- YTD
- -11.35%
- 6M
- -29.85%
- 1Y
- -9.92%
- 3Y*
- -9.68%
- 5Y*
- -17.14%
- 10Y*
- -7.69%
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Return for Risk
ETHSX vs. BB — Risk / Return Rank
ETHSX
BB
ETHSX vs. BB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Worldwide Health Sciences Fund (ETHSX) and BlackBerry Limited (BB). 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.
| ETHSX | BB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | -0.22 | +0.23 |
Sortino ratioReturn per unit of downside risk | 0.14 | -0.01 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.00 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | -0.29 | +0.32 |
Martin ratioReturn relative to average drawdown | 0.07 | -0.56 | +0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ETHSX | BB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | -0.22 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | -0.29 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | -0.13 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.03 | 0.00 |
Correlation
The correlation between ETHSX and BB is 0.37, 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
ETHSX vs. BB - Dividend Comparison
ETHSX's dividend yield for the trailing twelve months is around 7.83%, while BB has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETHSX Eaton Vance Worldwide Health Sciences Fund | 7.83% | 7.36% | 4.81% | 2.48% | 4.43% | 8.25% | 7.33% | 5.39% | 5.51% | 2.82% | 12.75% | 9.70% |
BB BlackBerry Limited | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ETHSX vs. BB - Drawdown Comparison
The maximum ETHSX drawdown since its inception was -90.06%, smaller than the maximum BB drawdown of -98.57%. Use the drawdown chart below to compare losses from any high point for ETHSX and BB.
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Drawdown Indicators
| ETHSX | BB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.06% | -98.57% | +8.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.26% | -37.00% | +25.74% |
Max Drawdown (5Y)Largest decline over 5 years | -19.58% | -86.71% | +67.13% |
Max Drawdown (10Y)Largest decline over 10 years | -27.43% | -91.59% | +64.16% |
Current DrawdownCurrent decline from peak | -10.46% | -97.72% | +87.26% |
Average DrawdownAverage peak-to-trough decline | -53.13% | -71.85% | +18.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 19.49% | -14.97% |
Volatility
ETHSX vs. BB - Volatility Comparison
The current volatility for Eaton Vance Worldwide Health Sciences Fund (ETHSX) is 5.09%, while BlackBerry Limited (BB) has a volatility of 9.88%. This indicates that ETHSX experiences smaller price fluctuations and is considered to be less risky than BB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETHSX | BB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 9.88% | -4.79% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 28.25% | -17.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.73% | 45.14% | -27.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 58.70% | -43.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.25% | 58.69% | -42.44% |