ETIHX vs. ETGLX
ETIHX (Eventide Healthcare & Life Sciences Fund) and ETGLX (Eventide Gilead Fund) are both mutual funds - ETIHX is a Health & Biotech Equities fund managed by Eventide, while ETGLX is a Mid Cap Growth Equities fund managed by Eventide. Over the past 10 years, ETIHX returned 13.53%/yr vs 13.01%/yr for ETGLX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. ETIHX charges 1.30%/yr vs 1.31%/yr for ETGLX.
Performance
ETIHX vs. ETGLX - Performance Comparison
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Returns By Period
In the year-to-date period, ETIHX achieves a 9.00% return, which is significantly lower than ETGLX's 11.61% return. Both investments have delivered pretty close results over the past 10 years, with ETIHX having a 13.53% annualized return and ETGLX not far behind at 13.01%.
ETIHX
- 1D
- 2.90%
- 1M
- -3.94%
- 6M
- 11.15%
- YTD
- 9.00%
- 1Y
- 57.96%
- 3Y*
- 14.60%
- 5Y*
- 7.16%
- 10Y*
- 13.53%
- ALL TIME*
- 15.54%
ETGLX
- 1D
- 2.80%
- 1M
- -6.46%
- 6M
- 9.56%
- YTD
- 11.61%
- 1Y
- 27.61%
- 3Y*
- 11.03%
- 5Y*
- 2.00%
- 10Y*
- 13.01%
- ALL TIME*
- 12.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ETGLX Eventide Gilead Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
ETIHX vs. ETGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETIHX Eventide Healthcare & Life Sciences Fund | 9.00% | 56.73% | -10.13% | 11.01% | -19.62% | -16.87% | 37.12% | 58.74% | -0.27% | 45.83% |
ETGLX Eventide Gilead Fund | 11.61% | 23.50% | -0.23% | 22.52% | -34.17% | 11.22% | 55.13% | 33.84% | -2.56% | 32.85% |
Correlation
The correlation between ETIHX and ETGLX is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.77 |
The correlation between ETIHX and ETGLX shifts across timeframes, from 0.59 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ETIHX vs. ETGLX — Risk / Return Rank
ETIHX
ETGLX
ETIHX vs. ETGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Healthcare & Life Sciences Fund (ETIHX) and Eventide Gilead Fund (ETGLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ETIHX | ETGLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.24 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 4.72 | 1.84 | +2.88 |
| Martin ratioReturn relative to average drawdown | 13.34 | 6.55 | +6.79 |
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Drawdowns
ETIHX vs. ETGLX - Drawdown Comparison
The maximum ETIHX drawdown since its inception was -55.11%, which is greater than ETGLX's maximum drawdown of -41.41%. Use the drawdown chart below to compare losses from any high point for ETIHX and ETGLX.
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Drawdown Indicators
| ETIHX | ETGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.11% | -41.41% | -13.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -14.44% | +1.94% |
Max Drawdown (3Y)Largest decline over 3 years | -33.23% | -25.74% | -7.49% |
Max Drawdown (5Y)Largest decline over 5 years | -49.27% | -41.41% | -7.86% |
Max Drawdown (10Y)Largest decline over 10 years | -55.11% | -41.41% | -13.70% |
Current DrawdownCurrent decline from peak | -5.74% | -9.04% | +3.30% |
Average DrawdownAverage peak-to-trough decline | -17.83% | -11.54% | -6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 4.04% | +0.37% |
Volatility
ETIHX vs. ETGLX - Volatility Comparison
Eventide Healthcare & Life Sciences Fund (ETIHX) has a higher volatility of 8.37% compared to Eventide Gilead Fund (ETGLX) at 6.00%. This indicates that ETIHX's price experiences larger fluctuations and is considered to be riskier than ETGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETIHX | ETGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.37% | 6.00% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 20.58% | 16.44% | +4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.32% | 19.64% | +5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.06% | 24.50% | +3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.34% | 23.45% | +4.89% |
ETIHX vs. ETGLX - Expense Ratio Comparison
ETIHX has a 1.30% expense ratio, which is lower than ETGLX's 1.31% expense ratio.
Dividends
ETIHX vs. ETGLX - Dividend Comparison
ETIHX has not paid dividends to shareholders, while ETGLX's dividend yield for the trailing twelve months is around 11.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETGLX Eventide Gilead Fund | 11.28% | 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% |
Frequently Asked Questions
ETIHX and ETGLX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETIHX has higher volatility (8.37%) compared to ETGLX (6.00%). In terms of maximum drawdown, ETIHX dropped -55.11% vs ETGLX's -41.41%.
ETIHX currently has the higher Sharpe Ratio (2.33 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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