ETILX vs. AIRR

In the year-to-date period, ETILX achieves a 3.55% return, which is significantly higher than AIRR's 1.65% return. Over the past 10 years, ETILX has underperformed AIRR with an annualized return of 8.28%, while AIRR has yielded a comparatively higher 15.80% annualized return.

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ETILX has a 1.11% expense ratio, which is higher than AIRR's 0.70% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Class I (ETILX) and First Trust RBA American Industrial Renaissance ETF (AIRR). 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 ETILX Sharpe Ratio is 0.42, which is comparable to the AIRR Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of ETILX and AIRR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ETILX's dividend yield for the trailing twelve months is around 1.21%, more than AIRR's 0.26% yield.

The maximum ETILX drawdown since its inception was -41.30%, roughly equal to the maximum AIRR drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for ETILX and AIRR.

The current volatility for Eventide Gilead Class I (ETILX) is 5.91%, while First Trust RBA American Industrial Renaissance ETF (AIRR) has a volatility of 6.87%. This indicates that ETILX experiences smaller price fluctuations and is considered to be less risky than AIRR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.