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) 8.48% 13.23% 11.50% 5.28% 7.43% NA NA
Data as of 06/05/2026, 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 06/05/2026
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 (%) -0.58 13.23 11.50 5.28 7.43 NA NA 8.48 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 1.29 0.93 0.28 0.57 NA NA 1.85 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 8.18 8.89 9.74 10.17 NA NA 9.97 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(%) 0.00 6.12 3.65 3.50 3.96 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 06/05/2026, 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