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Eventide Balanced Fund Class I (ETIMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.48+0.11 (+0.82%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.97%
5-Year Average Return7.73%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)19.88%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return19.88%
Worst 3-Yr Total Return3.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnETIMXCategory
YTD1.83%9.69%
1-Month-3.87%0.91%
3-Month2.01%5.21%
1-Year11.74%27.06%
3-Year1.68%11.00%
5-Year7.49%10.26%
10-Year0.00%8.34%
Last Bull Market17.31%15.58%
Last Bear Market-9.23%-12.16%

Annual Total Return (%) History

Year
ETIMXCategory
2024
N/AN/A
2023
12.16%N/A
2022
-15.28%N/A
2021
16.28%N/A
2020
18.41%11.72%
2019
19.88%19.23%
2018
-8.17%-5.76%
2017
11.98%13.21%
2016
9.23%7.34%
2015
N/A-1.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.92%N/AN/AN/A
20232.38%2.62%-1.25%8.10%
2022-7.11%-9.23%-3.88%4.54%
20213.63%4.49%0.29%7.07%
2020-10.01%12.09%7.07%9.64%
20198.88%3.57%3.64%2.58%
2018-3.82%0.79%1.19%-6.39%
20174.30%3.59%2.37%1.24%
20163.50%3.23%3.73%-1.43%
20154.22%N/AN/AN/A

Rank In Category (By Total Return)

YTD51
1-Month90
3-Month27
1-Year33
3-Year52
5-Year23

Load Adjusted Returns

1-Year11.74%
3-Year1.68%
5-Year7.49%
10-YearN/A