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
ETIMX (EVENTIDE MULTI-ASSET INCOME FUND EVENTIDE MULTI-ASSET INCOME FUND CLASS I) 8.63% 13.48% 11.78% 5.51% 7.68% NA NA
Data as of 06/05/2026, Common starting date is 07/16/2015
More Performance Analytics Comparison
Name Start Date End Date
ETIMX (EVENTIDE MULTI-ASSET INCOME FUND EVENTIDE MULTI-ASSET INCOME FUND CLASS I) 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 13.48 11.78 5.51 7.68 NA NA 8.63 6.96 9.80 12.15 -15.27 16.26 18.28 19.89 -8.17 11.98 9.25 -1.68
Sharpe Ratio NA 1.31 0.95 0.31 0.59 NA NA 1.89 0.42 0.74 1.09 -1.26 1.70 0.96 3.59 -1.30 2.64 0.98 -0.44
Standard Deviation(%) NA 8.27 8.93 9.75 10.17 NA NA 9.96 9.68 8.33 7.89 13.30 9.56 18.79 5.13 7.37 4.31 9.22 8.27
Draw Down(%) NA 4.81 11.13 20.57 22.79 NA NA 4.81 9.73 5.97 6.26 20.20 5.20 22.79 1.94 12.59 1.77 6.49 6.67
Yield(%) 0.00 6.38 3.94 3.73 4.25 3.05 2.28 0.95 6.42 2.03 1.79 2.45 6.45 2.32 3.39 3.77 4.72 2.87 0.51
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
ETIMX (EVENTIDE MULTI-ASSET INCOME FUND EVENTIDE MULTI-ASSET INCOME FUND CLASS I) 1.42%
Dec 2021 – Dec 2024
4.44%
Sep 2017 – Sep 2022
7.50%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETIMX (EVENTIDE MULTI-ASSET INCOME FUND EVENTIDE MULTI-ASSET INCOME FUND CLASS I) 18.13%
Dec 2018 – Dec 2021
11.14%
Dec 2016 – Dec 2021
8.46%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return