Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETAMX (EVENTIDE MULTI-ASSET INCOME FUND EVENTIDE MULTI-ASSET INCOME FUND CLASS A) | 9.75% | 14.32% | 11.94% | 5.62% | 7.59% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETAMX (EVENTIDE MULTI-ASSET INCOME FUND EVENTIDE MULTI-ASSET INCOME FUND CLASS A) | 07/16/2015 | 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 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 14.32 | 11.94 | 5.62 | 7.59 | NA | NA | … | … | 9.75 | 6.69 | 9.51 | 11.95 | -15.53 | 16.22 | 18.14 | 19.59 | -8.48 | 11.75 | 9.04 | -1.86 |
| Sharpe Ratio | NA | 1.43 | 1.00 | 0.30 | 0.58 | NA | NA | … | … | 2.11 | 0.40 | 0.71 | 1.06 | -1.28 | 1.69 | 0.95 | 3.56 | -1.34 | 2.61 | 0.94 | -0.49 |
| Standard Deviation(%) | NA | 8.00 | 8.85 | 9.71 | 10.15 | NA | NA | … | … | 9.82 | 9.59 | 8.32 | 7.86 | 13.31 | 9.56 | 18.83 | 5.08 | 7.39 | 4.27 | 9.37 | 8.18 |
| Draw Down(%) | NA | 4.86 | 11.26 | 20.78 | 22.73 | NA | NA | … | … | 4.86 | 9.83 | 6.03 | 6.27 | 20.39 | 5.21 | 22.73 | 2.04 | 12.89 | 1.79 | 6.41 | 6.70 |
| Yield(%) | 0.18 | 6.11 | 3.65 | 3.51 | 3.97 | 2.83 | 2.13 | … | … | 0.84 | 6.15 | 1.76 | 1.55 | 2.23 | 6.21 | 2.11 | 3.10 | 3.54 | 4.50 | 2.56 | 0.43 |
Data as of 06/03/2026, Common starting date is 07/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETAMX (EVENTIDE MULTI-ASSET INCOME FUND EVENTIDE MULTI-ASSET INCOME FUND CLASS A) |
1.17%
Dec 2021 – Dec 2024 |
4.22%
Sep 2017 – Sep 2022 |
7.26%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETAMX (EVENTIDE MULTI-ASSET INCOME FUND EVENTIDE MULTI-ASSET INCOME FUND CLASS A) |
17.97%
Dec 2018 – Dec 2021 |
10.92%
Dec 2016 – Dec 2021 |
8.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
