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
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

3-Year Annualized Rolling Return