ETIHX vs. ETIRX
Compare and contrast key facts about Eventide Healthcare & Life Sciences Fund (ETIHX) and Eventide Core Bond Fund (ETIRX).
ETIHX is managed by Eventide Funds. It was launched on Dec 26, 2012. ETIRX is managed by Eventide Funds. It was launched on Jul 30, 2020.
Performance
ETIHX vs. ETIRX - Performance Comparison
Loading graphics...
ETIHX vs. ETIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ETIHX Eventide Healthcare & Life Sciences Fund | -4.72% | 56.73% | -10.13% | 11.01% | -19.62% | -16.87% | 39.18% |
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, ETIHX achieves a -4.72% return, which is significantly lower than ETIRX's -0.15% return.
ETIHX
- 1D
- 6.18%
- 1M
- -2.47%
- YTD
- -4.72%
- 6M
- 20.62%
- 1Y
- 66.40%
- 3Y*
- 14.82%
- 5Y*
- 1.31%
- 10Y*
- 12.95%
ETIRX
- 1D
- 0.37%
- 1M
- -1.45%
- YTD
- -0.15%
- 6M
- 0.90%
- 1Y
- 4.60%
- 3Y*
- 3.42%
- 5Y*
- -0.18%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ETIHX vs. ETIRX - Expense Ratio Comparison
ETIHX has a 1.30% expense ratio, which is higher than ETIRX's 0.58% expense ratio.
Return for Risk
ETIHX vs. ETIRX — Risk / Return Rank
ETIHX
ETIRX
ETIHX vs. ETIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Healthcare & Life Sciences Fund (ETIHX) 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.
| ETIHX | ETIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.33 | 1.24 | +1.09 |
Sortino ratioReturn per unit of downside risk | 3.06 | 1.79 | +1.27 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.22 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 4.26 | 1.88 | +2.38 |
Martin ratioReturn relative to average drawdown | 14.67 | 6.23 | +8.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ETIHX | ETIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.33 | 1.24 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | -0.03 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | -0.16 | +0.67 |
Correlation
The correlation between ETIHX and ETIRX is 0.15, 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
ETIHX vs. ETIRX - Dividend Comparison
ETIHX has not paid dividends to shareholders, while ETIRX's dividend yield for the trailing twelve months is around 4.16%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
ETIHX vs. ETIRX - Drawdown Comparison
The maximum ETIHX drawdown since its inception was -55.11%, which is greater than ETIRX's maximum drawdown of -19.29%. Use the drawdown chart below to compare losses from any high point for ETIHX and ETIRX.
Loading graphics...
Drawdown Indicators
| ETIHX | ETIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.11% | -19.29% | -35.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -2.72% | -9.78% |
Max Drawdown (5Y)Largest decline over 5 years | -49.49% | -18.37% | -31.12% |
Max Drawdown (10Y)Largest decline over 10 years | -55.11% | — | — |
Current DrawdownCurrent decline from peak | -7.09% | -4.53% | -2.56% |
Average DrawdownAverage peak-to-trough decline | -18.17% | -8.71% | -9.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 0.82% | +2.97% |
Volatility
ETIHX vs. ETIRX - Volatility Comparison
Eventide Healthcare & Life Sciences Fund (ETIHX) has a higher volatility of 10.04% compared to Eventide Core Bond Fund (ETIRX) at 1.66%. This indicates that ETIHX'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.
Loading graphics...
Volatility by Period
| ETIHX | ETIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.04% | 1.66% | +8.38% |
Volatility (6M)Calculated over the trailing 6-month period | 17.34% | 2.47% | +14.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.36% | 4.15% | +22.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.84% | 5.48% | +22.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.46% | 5.26% | +23.20% |