ETIMX vs. ETIHX
Compare and contrast key facts about Eventide Multi-Asset Income Fund (ETIMX) and Eventide Healthcare & Life Sciences Fund (ETIHX).
ETIMX is managed by Eventide Funds. It was launched on Jul 14, 2015. ETIHX is managed by Eventide Funds. It was launched on Dec 26, 2012.
Performance
ETIMX vs. ETIHX - Performance Comparison
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ETIMX vs. ETIHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETIMX Eventide Multi-Asset Income Fund | 3.22% | 6.95% | 9.79% | 12.16% | -15.28% | 16.26% | 18.42% | 19.88% | -8.16% | 11.97% |
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% |
Returns By Period
In the year-to-date period, ETIMX achieves a 3.22% return, which is significantly higher than ETIHX's -4.72% return. Over the past 10 years, ETIMX has underperformed ETIHX with an annualized return of 7.53%, while ETIHX has yielded a comparatively higher 12.95% annualized return.
ETIMX
- 1D
- 1.39%
- 1M
- -3.43%
- YTD
- 3.22%
- 6M
- 2.22%
- 1Y
- 9.75%
- 3Y*
- 9.91%
- 5Y*
- 5.04%
- 10Y*
- 7.53%
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%
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ETIMX vs. ETIHX - Expense Ratio Comparison
ETIMX has a 0.82% expense ratio, which is lower than ETIHX's 1.30% expense ratio.
Return for Risk
ETIMX vs. ETIHX — Risk / Return Rank
ETIMX
ETIHX
ETIMX vs. ETIHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Multi-Asset Income Fund (ETIMX) and Eventide Healthcare & Life Sciences Fund (ETIHX). 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.
| ETIMX | ETIHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 2.33 | -1.27 |
Sortino ratioReturn per unit of downside risk | 1.49 | 3.06 | -1.57 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.39 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 4.26 | -2.69 |
Martin ratioReturn relative to average drawdown | 6.43 | 14.67 | -8.24 |
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
| ETIMX | ETIHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 2.33 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.05 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.46 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.52 | +0.25 |
Correlation
The correlation between ETIMX and ETIHX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ETIMX vs. ETIHX - Dividend Comparison
ETIMX's dividend yield for the trailing twelve months is around 6.24%, while ETIHX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETIMX Eventide Multi-Asset Income Fund | 6.24% | 6.38% | 1.86% | 1.63% | 2.95% | 5.86% | 2.00% | 2.90% | 4.29% | 4.40% | 2.66% | 0.00% |
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% |
Drawdowns
ETIMX vs. ETIHX - Drawdown Comparison
The maximum ETIMX drawdown since its inception was -22.79%, smaller than the maximum ETIHX drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for ETIMX and ETIHX.
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Drawdown Indicators
| ETIMX | ETIHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.79% | -55.11% | +32.32% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -12.50% | +5.70% |
Max Drawdown (5Y)Largest decline over 5 years | -20.58% | -49.49% | +28.91% |
Max Drawdown (10Y)Largest decline over 10 years | -22.79% | -55.11% | +32.32% |
Current DrawdownCurrent decline from peak | -3.43% | -7.09% | +3.66% |
Average DrawdownAverage peak-to-trough decline | -4.22% | -18.17% | +13.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 3.79% | -2.13% |
Volatility
ETIMX vs. ETIHX - Volatility Comparison
The current volatility for Eventide Multi-Asset Income Fund (ETIMX) is 3.82%, while Eventide Healthcare & Life Sciences Fund (ETIHX) has a volatility of 10.04%. This indicates that ETIMX experiences smaller price fluctuations and is considered to be less risky than ETIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETIMX | ETIHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 10.04% | -6.22% |
Volatility (6M)Calculated over the trailing 6-month period | 6.15% | 17.34% | -11.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.69% | 26.36% | -16.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 27.84% | -18.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.06% | 28.46% | -18.40% |