LOGSX vs. ETHSX
Compare and contrast key facts about Live Oak Health Sciences Fund (LOGSX) and Eaton Vance Worldwide Health Sciences Fund (ETHSX).
LOGSX is managed by Oak Associates. It was launched on Jun 28, 2001. ETHSX is managed by Eaton Vance. It was launched on Jul 25, 1985.
Performance
LOGSX vs. ETHSX - Performance Comparison
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LOGSX vs. ETHSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | -1.53% | 19.63% | 0.16% | 1.21% | 3.71% | 17.59% | 6.01% | 18.98% | -3.84% | 13.42% |
ETHSX Eaton Vance Worldwide Health Sciences Fund | -7.98% | 10.23% | 3.48% | 5.67% | -9.41% | 22.02% | 13.04% | 25.99% | 5.87% | 16.24% |
Returns By Period
In the year-to-date period, LOGSX achieves a -1.53% return, which is significantly higher than ETHSX's -7.98% return. Both investments have delivered pretty close results over the past 10 years, with LOGSX having a 7.11% annualized return and ETHSX not far ahead at 7.35%.
LOGSX
- 1D
- 1.05%
- 1M
- -6.68%
- YTD
- -1.53%
- 6M
- 10.22%
- 1Y
- 12.96%
- 3Y*
- 8.08%
- 5Y*
- 6.73%
- 10Y*
- 7.11%
ETHSX
- 1D
- 0.58%
- 1M
- -9.75%
- YTD
- -7.98%
- 6M
- 2.06%
- 1Y
- -1.98%
- 3Y*
- 3.65%
- 5Y*
- 4.08%
- 10Y*
- 7.35%
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LOGSX vs. ETHSX - Expense Ratio Comparison
LOGSX has a 1.02% expense ratio, which is lower than ETHSX's 1.20% expense ratio.
Return for Risk
LOGSX vs. ETHSX — Risk / Return Rank
LOGSX
ETHSX
LOGSX vs. ETHSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Live Oak Health Sciences Fund (LOGSX) and Eaton Vance Worldwide Health Sciences Fund (ETHSX). 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.
| LOGSX | ETHSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | -0.10 | +0.94 |
Sortino ratioReturn per unit of downside risk | 1.26 | -0.02 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.00 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | -0.19 | +1.90 |
Martin ratioReturn relative to average drawdown | 5.03 | -0.47 | +5.50 |
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
| LOGSX | ETHSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | -0.10 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.28 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.45 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.03 | +0.40 |
Correlation
The correlation between LOGSX and ETHSX is 0.86, 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
LOGSX vs. ETHSX - Dividend Comparison
LOGSX's dividend yield for the trailing twelve months is around 2.10%, less than ETHSX's 8.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | 2.10% | 2.07% | 2.64% | 6.28% | 0.55% | 7.02% | 7.04% | 0.85% | 15.20% | 6.45% | 2.10% | 15.52% |
ETHSX Eaton Vance Worldwide Health Sciences Fund | 8.00% | 7.36% | 4.81% | 2.48% | 4.43% | 8.25% | 7.33% | 5.39% | 5.51% | 2.82% | 12.75% | 9.70% |
Drawdowns
LOGSX vs. ETHSX - Drawdown Comparison
The maximum LOGSX drawdown since its inception was -45.85%, smaller than the maximum ETHSX drawdown of -90.06%. Use the drawdown chart below to compare losses from any high point for LOGSX and ETHSX.
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Drawdown Indicators
| LOGSX | ETHSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.85% | -90.06% | +44.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.65% | -11.26% | +3.61% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -19.58% | +4.55% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -27.43% | +0.15% |
Current DrawdownCurrent decline from peak | -6.68% | -12.40% | +5.72% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -53.13% | +45.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 4.49% | -1.88% |
Volatility
LOGSX vs. ETHSX - Volatility Comparison
Live Oak Health Sciences Fund (LOGSX) has a higher volatility of 4.71% compared to Eaton Vance Worldwide Health Sciences Fund (ETHSX) at 4.47%. This indicates that LOGSX's price experiences larger fluctuations and is considered to be riskier than ETHSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOGSX | ETHSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 4.47% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 10.29% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 17.63% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 14.70% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 16.24% | -0.12% |