ETIHX vs. SHSSX
Compare and contrast key facts about Eventide Healthcare & Life Sciences Fund (ETIHX) and Health Sciences Opportunities Fund Class Institutional (SHSSX).
ETIHX is managed by Eventide Funds. It was launched on Dec 26, 2012. SHSSX is a passively managed fund by BlackRock that tracks the performance of the Russell 3000 HealthCare Index. It was launched on Oct 16, 2000.
Performance
ETIHX vs. SHSSX - Performance Comparison
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ETIHX vs. SHSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETIHX Eventide Healthcare & Life Sciences Fund | -4.72% | 56.73% | -10.13% | 11.01% | -19.62% | -16.87% | 37.12% | 58.74% | -0.27% | 45.83% |
SHSSX Health Sciences Opportunities Fund Class Institutional | -4.56% | 16.13% | 4.00% | 3.86% | -5.72% | 12.17% | 19.54% | 25.63% | 8.24% | 25.02% |
Returns By Period
The year-to-date returns for both investments are quite close, with ETIHX having a -4.72% return and SHSSX slightly higher at -4.56%. Over the past 10 years, ETIHX has outperformed SHSSX with an annualized return of 12.95%, while SHSSX has yielded a comparatively lower 10.24% annualized 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%
SHSSX
- 1D
- 2.49%
- 1M
- -6.00%
- YTD
- -4.56%
- 6M
- 4.46%
- 1Y
- 8.75%
- 3Y*
- 7.04%
- 5Y*
- 4.75%
- 10Y*
- 10.24%
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ETIHX vs. SHSSX - Expense Ratio Comparison
ETIHX has a 1.30% expense ratio, which is higher than SHSSX's 0.84% expense ratio.
Return for Risk
ETIHX vs. SHSSX — Risk / Return Rank
ETIHX
SHSSX
ETIHX vs. SHSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Healthcare & Life Sciences Fund (ETIHX) and Health Sciences Opportunities Fund Class Institutional (SHSSX). 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 | SHSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.33 | 0.42 | +1.91 |
Sortino ratioReturn per unit of downside risk | 3.06 | 0.70 | +2.36 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.09 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 4.26 | 0.75 | +3.52 |
Martin ratioReturn relative to average drawdown | 14.67 | 1.75 | +12.91 |
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
| ETIHX | SHSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.33 | 0.42 | +1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.34 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.62 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.69 | -0.17 |
Correlation
The correlation between ETIHX and SHSSX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ETIHX vs. SHSSX - Dividend Comparison
ETIHX has not paid dividends to shareholders, while SHSSX's dividend yield for the trailing twelve months is around 10.38%.
| 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% |
SHSSX Health Sciences Opportunities Fund Class Institutional | 10.38% | 9.90% | 8.68% | 3.82% | 7.20% | 8.96% | 4.18% | 3.87% | 8.44% | 3.59% | 2.33% | 12.29% |
Drawdowns
ETIHX vs. SHSSX - Drawdown Comparison
The maximum ETIHX drawdown since its inception was -55.11%, which is greater than SHSSX's maximum drawdown of -35.40%. Use the drawdown chart below to compare losses from any high point for ETIHX and SHSSX.
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Drawdown Indicators
| ETIHX | SHSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.11% | -35.40% | -19.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -9.83% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -49.49% | -17.90% | -31.59% |
Max Drawdown (10Y)Largest decline over 10 years | -55.11% | -28.34% | -26.77% |
Current DrawdownCurrent decline from peak | -7.09% | -7.31% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -18.17% | -5.98% | -12.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 4.20% | -0.41% |
Volatility
ETIHX vs. SHSSX - Volatility Comparison
Eventide Healthcare & Life Sciences Fund (ETIHX) has a higher volatility of 10.04% compared to Health Sciences Opportunities Fund Class Institutional (SHSSX) at 5.42%. This indicates that ETIHX's price experiences larger fluctuations and is considered to be riskier than SHSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETIHX | SHSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.04% | 5.42% | +4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 17.34% | 10.02% | +7.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.36% | 16.47% | +9.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.84% | 14.23% | +13.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.46% | 16.54% | +11.92% |