ETIMX vs. ETILX
Compare and contrast key facts about Eventide Multi-Asset Income Fund (ETIMX) and Eventide Gilead Class I (ETILX).
ETIMX is managed by Eventide Funds. It was launched on Jul 14, 2015. ETILX is managed by Eventide Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETIMX or ETILX.
Key characteristics
| ETIMX | ETILX | |
|---|---|---|
| YTD Return | 13.76% | 1.49% |
| 1Y Return | 20.34% | 15.37% |
| 3Y Return (Ann) | 0.90% | -11.53% |
| 5Y Return (Ann) | 7.57% | 5.27% |
| Sharpe Ratio | 2.50 | 0.82 |
| Sortino Ratio | 3.60 | 1.24 |
| Omega Ratio | 1.43 | 1.15 |
| Calmar Ratio | 1.31 | 0.35 |
| Martin Ratio | 15.60 | 2.53 |
| Ulcer Index | 1.29% | 5.81% |
| Daily Std Dev | 8.03% | 18.02% |
| Max Drawdown | -23.88% | -46.69% |
| Current Drawdown | -1.14% | -31.83% |
Correlation
The correlation between ETIMX and ETILX is 0.76, 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.
Performance
ETIMX vs. ETILX - Performance Comparison
In the year-to-date period, ETIMX achieves a 13.76% return, which is significantly higher than ETILX's 1.49% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ETIMX vs. ETILX - Expense Ratio Comparison
ETIMX has a 0.82% expense ratio, which is lower than ETILX's 1.11% expense ratio.
Risk-Adjusted Performance
ETIMX vs. ETILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Multi-Asset Income Fund (ETIMX) and Eventide Gilead Class I (ETILX). 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.
Dividends
ETIMX vs. ETILX - Dividend Comparison
ETIMX's dividend yield for the trailing twelve months is around 1.67%, while ETILX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETIMX Eventide Multi-Asset Income Fund | 1.67% | 1.62% | 1.95% | 1.54% | 1.88% | 2.91% | 3.94% | 3.02% | 2.38% | 0.46% |
ETILX Eventide Gilead Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ETIMX vs. ETILX - Drawdown Comparison
The maximum ETIMX drawdown since its inception was -23.88%, smaller than the maximum ETILX drawdown of -46.69%. Use the drawdown chart below to compare losses from any high point for ETIMX and ETILX. For additional features, visit the drawdowns tool.
Volatility
ETIMX vs. ETILX - Volatility Comparison
The current volatility for Eventide Multi-Asset Income Fund (ETIMX) is 2.42%, while Eventide Gilead Class I (ETILX) has a volatility of 4.84%. This indicates that ETIMX experiences smaller price fluctuations and is considered to be less risky than ETILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.