Home
Mail
News
Sports
Finance
Celebrity
Style
Movies
Weather
Mobile
Yahoo
Mail
News
Taxes
Watchlists
My Portfolio
My Screeners
Market Data
Industry News
Sponsored: Small Business Insurance Hub
Real Estate
Technology
Currency Converter
Canada markets closed
S&P/TSX
21,728.55
+14.01
(+0.06%)
S&P 500
5,018.39
-17.30
(-0.34%)
DOW
37,903.29
+87.37
(+0.23%)
CAD/USD
0.7288
+0.0007
(+0.09%)
CRUDE OIL
79.32
+0.32
(+0.41%)
Bitcoin CAD
78,688.15
-3,118.44
(-3.81%)
Eventide Balanced Fund Class A (ETAMX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
13.33
-0.02
(-0.15%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
1.67%
5-Year Average Return
7.26%
Number of Years Up
6
Number of Years Down
2
Best 1 Yr Total Return (Apr 29, 2024)
19.61%
Worst 1 Yr Total Return (Apr 29, 2024)
N/A
Best 3-Yr Total Return
19.61%
Worst 3-Yr Total Return
3.20%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
ETAMX
Category
YTD
5.85%
9.69%
1-Month
2.73%
0.91%
3-Month
5.85%
5.21%
1-Year
15.72%
27.06%
3-Year
3.95%
11.00%
5-Year
8.60%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
21.80%
15.58%
Last Bear Market
-9.27%
-12.16%
Annual Total Return (%) History
Year
ETAMX
Category
2024
N/A
N/A
2023
11.94%
N/A
2022
-15.53%
N/A
2021
16.23%
N/A
2020
18.25%
11.72%
2019
19.61%
19.23%
2018
-8.48%
-5.76%
2017
11.73%
13.21%
2016
9.03%
7.34%
2015
N/A
-1.93%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.85%
N/A
N/A
N/A
2023
2.39%
2.47%
-1.31%
8.11%
2022
-7.22%
-9.27%
-3.94%
4.47%
2021
3.57%
4.43%
0.37%
7.07%
2020
-9.99%
12.02%
7.00%
9.60%
2019
8.92%
3.41%
3.58%
2.52%
2018
-3.87%
0.64%
1.22%
-6.54%
2017
4.24%
3.53%
2.31%
1.19%
2016
3.54%
3.09%
3.73%
-1.53%
2015
4.06%
N/A
N/A
N/A
Rank In Category (By Total Return)
YTD
34
1-Month
27
3-Month
34
1-Year
45
3-Year
50
5-Year
25
Load Adjusted Returns
1-Year
9.06%
3-Year
1.92%
5-Year
7.32%
10-Year
N/A
Data Disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy Dashboard
About Our Ads
© 2024 Yahoo. All rights reserved.