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Eventide Balanced Fund Class C (ETCMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.54+0.05 (+0.37%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.65%
5-Year Average Return7.05%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 6, 2024)18.69%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return18.69%
Worst 3-Yr Total Return2.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnETCMXCategory
YTD1.43%9.69%
1-Month-3.97%0.91%
3-Month1.78%5.21%
1-Year10.57%27.06%
3-Year0.64%11.00%
5-Year6.41%10.26%
10-Year0.00%8.34%
Last Bull Market16.90%15.58%
Last Bear Market-9.43%-12.16%

Annual Total Return (%) History

Year
ETCMXCategory
2024
N/AN/A
2023
11.05%N/A
2022
-16.13%N/A
2021
15.16%N/A
2020
17.26%11.72%
2019
18.69%19.23%
2018
-9.13%-5.76%
2017
10.94%13.21%
2016
8.19%7.34%
2015
N/A-1.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.63%N/AN/AN/A
20232.13%2.38%-1.58%7.92%
2022-7.38%-9.43%-4.15%4.30%
20213.41%4.18%0.04%6.85%
2020-10.17%11.76%6.83%9.34%
20198.65%3.23%3.41%2.34%
2018-4.04%0.45%1.05%-6.71%
20174.07%3.27%2.22%0.99%
20163.29%3.00%3.49%-1.73%
20153.90%N/AN/AN/A

Rank In Category (By Total Return)

YTD64
1-Month91
3-Month39
1-Year45
3-Year76
5-Year45

Load Adjusted Returns

1-Year9.57%
3-Year0.64%
5-Year6.41%
10-YearN/A