ETIRX vs. ETIMX
ETIRX (Eventide Core Bond Fund) and ETIMX (Eventide Multi-Asset Income Fund) are both mutual funds - ETIRX is a Intermediate Core Bond fund managed by Eventide, while ETIMX is a Diversified Portfolio fund managed by Eventide. Over the past 5 years, ETIRX returned -0.73%/yr vs 4.99%/yr for ETIMX. Their 0.32 correlation means their historical movements had little consistent relationship. ETIRX charges 0.58%/yr vs 0.82%/yr for ETIMX.
Performance
ETIRX vs. ETIMX - Performance Comparison
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Returns By Period
In the year-to-date period, ETIRX achieves a -0.53% return, which is significantly lower than ETIMX's 7.99% return.
ETIRX
- 1D
- -0.12%
- 1M
- -1.09%
- 6M
- -0.89%
- YTD
- -0.53%
- 1Y
- 2.42%
- 3Y*
- 3.44%
- 5Y*
- -0.73%
- 10Y*
- —
- ALL TIME*
- -0.83%
ETIMX
- 1D
- 0.83%
- 1M
- -1.65%
- 6M
- 5.07%
- YTD
- 7.99%
- 1Y
- 10.17%
- 3Y*
- 9.98%
- 5Y*
- 4.99%
- 10Y*
- 7.35%
- ALL TIME*
- 7.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ETIRX vs. ETIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ETIRX Eventide Core Bond Fund | -0.53% | 7.49% | 0.40% | 5.03% | -13.24% | -2.49% | -0.29% |
ETIMX Eventide Multi-Asset Income Fund | 7.99% | 6.95% | 9.79% | 12.16% | -15.28% | 16.26% | 11.42% |
Correlation
The correlation between ETIRX and ETIMX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2020 | 0.32 |
The correlation between ETIRX and ETIMX shifts across timeframes, from 0.32 (all time) to 0.42 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
ETIRX vs. ETIMX — Risk / Return Rank
ETIRX
ETIMX
ETIRX vs. ETIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Core Bond Fund (ETIRX) and Eventide Multi-Asset Income Fund (ETIMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ETIRX | ETIMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.11 | -1.00 |
| Martin ratioReturn relative to average drawdown | 2.99 | 6.67 | -3.68 |
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Drawdowns
ETIRX vs. ETIMX - Drawdown Comparison
The maximum ETIRX drawdown since its inception was -19.29%, smaller than the maximum ETIMX drawdown of -22.79%. Use the drawdown chart below to compare losses from any high point for ETIRX and ETIMX.
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Drawdown Indicators
| ETIRX | ETIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.29% | -22.79% | +3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -4.81% | +1.94% |
Max Drawdown (3Y)Largest decline over 3 years | -5.56% | -11.14% | +5.58% |
Max Drawdown (5Y)Largest decline over 5 years | -18.29% | -20.58% | +2.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.79% | — |
Current DrawdownCurrent decline from peak | -4.90% | -3.51% | -1.39% |
Average DrawdownAverage peak-to-trough decline | -8.45% | -4.13% | -4.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 1.52% | -0.46% |
Volatility
ETIRX vs. ETIMX - Volatility Comparison
The current volatility for Eventide Core Bond Fund (ETIRX) is 1.01%, while Eventide Multi-Asset Income Fund (ETIMX) has a volatility of 2.50%. This indicates that ETIRX experiences smaller price fluctuations and is considered to be less risky than ETIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETIRX | ETIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.01% | 2.50% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 2.98% | 7.30% | -4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.71% | 8.89% | -5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.53% | 9.87% | -4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.20% | 10.10% | -4.90% |
ETIRX vs. ETIMX - Expense Ratio Comparison
ETIRX has a 0.58% expense ratio, which is lower than ETIMX's 0.82% expense ratio.
Dividends
ETIRX vs. ETIMX - Dividend Comparison
ETIRX's dividend yield for the trailing twelve months is around 4.19%, less than ETIMX's 6.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ETIMX Eventide Multi-Asset Income Fund | 6.02% | 6.38% | 1.86% | 1.63% | 2.95% | 5.86% | 2.00% | 2.90% | 4.29% | 4.40% | 2.66% |
ETIRX Eventide Core Bond Fund | 4.19% | 4.16% | 2.78% | 2.79% | 2.32% | 1.39% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ETIRX and ETIMX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETIMX has higher volatility (2.50%) compared to ETIRX (1.01%). In terms of maximum drawdown, ETIRX dropped -19.29% vs ETIMX's -22.79%.
ETIMX currently has the higher Sharpe Ratio (1.14 vs 0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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