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ETILX: Eventide Gilead Instl (MUTUAL FUND)
Basic Info 74.49 0.05(0.07%) September 17
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 02/03/2010 |
| Last Dividend Date: | 12/17/2020 |
| 12-Mo. Yield | 0.76% |
| Expenses | 1.48% |
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Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.9 | 15.2 | 46.0 | 26.2 | 26.1 | 21.3 | 19.4 | 55.4 | 34.1 | -2.3 | 33.1 | 1.1 | -1.9 | 18.2 | 53.0 | 18.3 | 0.4 | 18.0 |
| SR | NA | 0.98 | 2.1 | 0.96 | 1.13 | 0.99 | 0.85 | 1.58 | 1.96 | -0.17 | 2.68 | 0.04 | -0.12 | 1.05 | 3.42 | 1.02 | 0.01 | 0.78 |
| DD(%) | NA | 14.2 | 14.2 | 34.0 | 34.0 | 34.4 | 34.4 | 34.0 | 11.9 | 23.8 | 5.9 | 23.2 | 20.9 | 11.4 | 5.5 | 12.1 | 30.8 | 19.2 |
| SD(%) | NA | 22.4 | 21.9 | 26.5 | 22.5 | 21.2 | 22.4 | 34.7 | 16.7 | 21.8 | 12.2 | 20.7 | 17.1 | 17.3 | 15.5 | 18.1 | 34.8 | 25.3 |
| TR | NA | 0.18 | 0.4 | 0.26 | 0.25 | 0.2 | 0.18 | 0.59 | 0.31 | -0.03 | 0.26 | 0.01 | -0.02 | 0.16 | 0.54 | 0.21 | 0.0 | 0.19 |
| Alpha(%) | NA | -0.02 | 0.0 | 0.02 | 0.02 | 0.02 | 0.01 | 0.07 | 0.0 | 0.02 | 0.02 | -0.02 | 0.0 | 0.01 | 0.06 | 0.02 | 0.03 | -0.05 |
| Beta(%) | NA | 1.21 | 1.16 | 1.0 | 1.01 | 1.02 | 1.05 | 0.93 | 1.04 | 1.12 | 1.23 | 1.16 | 0.96 | 1.13 | 0.99 | 0.88 | 1.17 | 1.06 |
| RS | NA | 0.88 | 0.85 | 0.88 | 0.86 | 0.81 | 0.83 | 0.91 | 0.75 | 0.87 | 0.69 | 0.8 | 0.79 | 0.79 | 0.71 | 0.61 | 0.9 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
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