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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
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
2.97%
5-Year Average Return
7.73%
Number of Years Up
6
Number of Years Down
2
Best 1 Yr Total Return (May 2, 2024)
19.88%
Worst 1 Yr Total Return (May 2, 2024)
N/A
Best 3-Yr Total Return
19.88%
Worst 3-Yr Total Return
3.38%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
ETIMX
Category
YTD
1.83%
9.69%
1-Month
-3.87%
0.91%
3-Month
2.01%
5.21%
1-Year
11.74%
27.06%
3-Year
1.68%
11.00%
5-Year
7.49%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
17.31%
15.58%
Last Bear Market
-9.23%
-12.16%
Annual Total Return (%) History
Year
ETIMX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
5.92%
N/A
N/A
N/A
2023
2.38%
2.62%
-1.25%
8.10%
2022
-7.11%
-9.23%
-3.88%
4.54%
2021
3.63%
4.49%
0.29%
7.07%
2020
-10.01%
12.09%
7.07%
9.64%
2019
8.88%
3.57%
3.64%
2.58%
2018
-3.82%
0.79%
1.19%
-6.39%
2017
4.30%
3.59%
2.37%
1.24%
2016
3.50%
3.23%
3.73%
-1.43%
2015
4.22%
N/A
N/A
N/A
Rank In Category (By Total Return)
YTD
51
1-Month
90
3-Month
27
1-Year
33
3-Year
52
5-Year
23
Load Adjusted Returns
1-Year
11.74%
3-Year
1.68%
5-Year
7.49%
10-Year
N/A
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