FBDIX vs. ETIHX
Compare and contrast key facts about Franklin Biotechnology Discovery Fund (FBDIX) and Eventide Healthcare & Life Sciences Fund (ETIHX).
FBDIX is managed by Franklin Templeton. It was launched on Sep 14, 1997. ETIHX is managed by Eventide Funds. It was launched on Dec 26, 2012.
Performance
FBDIX vs. ETIHX - Performance Comparison
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FBDIX vs. ETIHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBDIX Franklin Biotechnology Discovery Fund | 2.34% | 52.68% | 15.37% | 18.40% | -12.65% | -27.58% | 29.85% | 49.11% | -15.77% | 18.83% |
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, FBDIX achieves a 2.34% return, which is significantly higher than ETIHX's -4.72% return. Over the past 10 years, FBDIX has underperformed ETIHX with an annualized return of 10.84%, while ETIHX has yielded a comparatively higher 12.95% annualized return.
FBDIX
- 1D
- 5.83%
- 1M
- -0.40%
- YTD
- 2.34%
- 6M
- 25.15%
- 1Y
- 69.79%
- 3Y*
- 28.39%
- 5Y*
- 7.17%
- 10Y*
- 10.84%
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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FBDIX vs. ETIHX - Expense Ratio Comparison
FBDIX has a 1.06% expense ratio, which is lower than ETIHX's 1.30% expense ratio.
Return for Risk
FBDIX vs. ETIHX — Risk / Return Rank
FBDIX
ETIHX
FBDIX vs. ETIHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Biotechnology Discovery Fund (FBDIX) 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.
| FBDIX | ETIHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 2.33 | +0.15 |
Sortino ratioReturn per unit of downside risk | 3.14 | 3.06 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.39 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 4.35 | 4.26 | +0.08 |
Martin ratioReturn relative to average drawdown | 17.17 | 14.67 | +2.50 |
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
| FBDIX | ETIHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 2.33 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.05 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.46 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.52 | -0.11 |
Correlation
The correlation between FBDIX and ETIHX is 0.90, 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.
Dividends
FBDIX vs. ETIHX - Dividend Comparison
FBDIX's dividend yield for the trailing twelve months is around 10.56%, while ETIHX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBDIX Franklin Biotechnology Discovery Fund | 10.56% | 10.81% | 19.53% | 0.00% | 0.13% | 0.98% | 14.50% | 18.77% | 3.72% | 2.39% | 4.57% | 8.42% |
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
FBDIX vs. ETIHX - Drawdown Comparison
The maximum FBDIX drawdown since its inception was -71.44%, which is greater than ETIHX's maximum drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for FBDIX and ETIHX.
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Drawdown Indicators
| FBDIX | ETIHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.44% | -55.11% | -16.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -12.50% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -46.83% | -49.49% | +2.66% |
Max Drawdown (10Y)Largest decline over 10 years | -53.67% | -55.11% | +1.44% |
Current DrawdownCurrent decline from peak | -1.98% | -7.09% | +5.11% |
Average DrawdownAverage peak-to-trough decline | -28.90% | -18.17% | -10.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 3.79% | -0.35% |
Volatility
FBDIX vs. ETIHX - Volatility Comparison
Franklin Biotechnology Discovery Fund (FBDIX) and Eventide Healthcare & Life Sciences Fund (ETIHX) have volatilities of 9.67% and 10.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBDIX | ETIHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.67% | 10.04% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 16.55% | 17.34% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.07% | 26.36% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.57% | 27.84% | -2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.40% | 28.46% | -2.06% |