ETIRX vs. ETGLX
Compare and contrast key facts about Eventide Core Bond Fund (ETIRX) and Eventide Gilead Fund (ETGLX).
ETIRX is managed by Eventide Funds. It was launched on Jul 30, 2020. ETGLX is managed by Eventide Funds. It was launched on Jul 8, 2008.
Performance
ETIRX vs. ETGLX - Performance Comparison
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ETIRX vs. ETGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ETIRX Eventide Core Bond Fund | -0.15% | 7.49% | 0.40% | 5.03% | -13.24% | -2.49% | -0.29% |
ETGLX Eventide Gilead Fund | -6.89% | 23.50% | -0.23% | 22.52% | -34.17% | 11.22% | 25.60% |
Returns By Period
In the year-to-date period, ETIRX achieves a -0.15% return, which is significantly higher than ETGLX's -6.89% return.
ETIRX
- 1D
- 0.37%
- 1M
- -1.45%
- YTD
- -0.15%
- 6M
- 0.90%
- 1Y
- 4.60%
- 3Y*
- 3.42%
- 5Y*
- -0.18%
- 10Y*
- —
ETGLX
- 1D
- 4.16%
- 1M
- -6.73%
- YTD
- -6.89%
- 6M
- -2.10%
- 1Y
- 25.31%
- 3Y*
- 8.97%
- 5Y*
- 0.27%
- 10Y*
- 11.68%
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ETIRX vs. ETGLX - Expense Ratio Comparison
ETIRX has a 0.58% expense ratio, which is lower than ETGLX's 1.31% expense ratio.
Return for Risk
ETIRX vs. ETGLX — Risk / Return Rank
ETIRX
ETGLX
ETIRX vs. ETGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Core Bond Fund (ETIRX) and Eventide Gilead Fund (ETGLX). 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.
| ETIRX | ETGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.12 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.65 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.67 | +0.21 |
Martin ratioReturn relative to average drawdown | 6.23 | 6.58 | -0.34 |
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
| ETIRX | ETGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.12 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.01 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.16 | 0.49 | -0.65 |
Correlation
The correlation between ETIRX and ETGLX is 0.18, 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
ETIRX vs. ETGLX - Dividend Comparison
ETIRX's dividend yield for the trailing twelve months is around 4.16%, less than ETGLX's 13.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ETGLX Eventide Gilead Fund | 13.52% | 12.58% | 1.29% | 0.00% | 5.53% | 6.47% | 0.81% | 3.21% | 5.41% | 0.00% | 0.00% | 1.14% |
Drawdowns
ETIRX vs. ETGLX - Drawdown Comparison
The maximum ETIRX drawdown since its inception was -19.29%, smaller than the maximum ETGLX drawdown of -41.41%. Use the drawdown chart below to compare losses from any high point for ETIRX and ETGLX.
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Drawdown Indicators
| ETIRX | ETGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.29% | -41.41% | +22.12% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -14.44% | +11.72% |
Max Drawdown (5Y)Largest decline over 5 years | -18.37% | -41.41% | +23.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.41% | — |
Current DrawdownCurrent decline from peak | -4.53% | -14.26% | +9.73% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -11.68% | +2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 3.67% | -2.85% |
Volatility
ETIRX vs. ETGLX - Volatility Comparison
The current volatility for Eventide Core Bond Fund (ETIRX) is 1.66%, while Eventide Gilead Fund (ETGLX) has a volatility of 8.28%. This indicates that ETIRX experiences smaller price fluctuations and is considered to be less risky than ETGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETIRX | ETGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 8.28% | -6.62% |
Volatility (6M)Calculated over the trailing 6-month period | 2.47% | 14.01% | -11.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 22.49% | -18.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.48% | 24.30% | -18.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.26% | 23.40% | -18.14% |