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Eventide Balanced Fund Class A (ETAMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.33-0.02 (-0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.67%
5-Year Average Return7.26%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2024)19.61%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return19.61%
Worst 3-Yr Total Return3.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnETAMXCategory
YTD5.85%9.69%
1-Month2.73%0.91%
3-Month5.85%5.21%
1-Year15.72%27.06%
3-Year3.95%11.00%
5-Year8.60%10.26%
10-Year0.00%8.34%
Last Bull Market21.80%15.58%
Last Bear Market-9.27%-12.16%

Annual Total Return (%) History

Year
ETAMXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20245.85%N/AN/AN/A
20232.39%2.47%-1.31%8.11%
2022-7.22%-9.27%-3.94%4.47%
20213.57%4.43%0.37%7.07%
2020-9.99%12.02%7.00%9.60%
20198.92%3.41%3.58%2.52%
2018-3.87%0.64%1.22%-6.54%
20174.24%3.53%2.31%1.19%
20163.54%3.09%3.73%-1.53%
20154.06%N/AN/AN/A

Rank In Category (By Total Return)

YTD34
1-Month27
3-Month34
1-Year45
3-Year50
5-Year25

Load Adjusted Returns

1-Year9.06%
3-Year1.92%
5-Year7.32%
10-YearN/A