Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ETABX (Eventide Limited-Term Bond Fund Class A) -0.03% 3.58% 4.46% 1.58% NA NA NA
Data as of 06/03/2026, Common starting date is 12/17/2018
More Performance Analytics Comparison
Name Start Date End Date
ETABX (Eventide Limited-Term Bond Fund Class A) 12/17/2018 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) -0.30 3.58 4.46 1.58 NA NA NA -0.03 6.11 3.62 5.49 -5.84 -1.41 3.60 5.73 0.70
Sharpe Ratio NA 0.55 0.62 -0.40 NA NA NA -1.07 1.68 0.00 0.69 -2.65 -1.15 1.52 1.96 8.95
Standard Deviation(%) NA 1.86 2.19 2.32 NA NA NA 2.18 1.93 2.32 2.68 2.75 1.25 2.20 2.17 2.20
Draw Down(%) NA 1.37 1.38 8.49 NA NA NA 1.37 1.19 1.37 1.51 7.47 1.77 3.93 1.23 0.20
Yield(%) 0.00 3.46 3.32 2.34 1.71 1.14 0.86 1.25 3.70 3.29 2.31 1.21 0.95 2.24 2.13 0.00
Data as of 06/03/2026, Common starting date is 12/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETABX (Eventide Limited-Term Bond Fund Class A) -1.76%
Oct 2019 – Oct 2022
0.88%
Jun 2019 – Jun 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETABX (Eventide Limited-Term Bond Fund Class A) 5.28%
Feb 2023 – Feb 2026
1.81%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return