Nasdaq - Delayed Quote USD

Eventide Core Bond C (ETCRX)

7.90 +0.02 (+0.25%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.41%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down 2
Best 1Y Total Return (Apr 26, 2024) 4.16%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 4.16%
Worst 3Y Total Return -4.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ETCRX
Category
YTD
-0.85%
-1.22%
1-Month
0.99%
0.67%
3-Month
-0.85%
1.77%
1-Year
1.02%
0.77%
3-Year
-3.78%
5.26%
5-Year
0.00%
3.02%
10-Year
0.00%
3.31%
Last Bull Market
-0.45%
3.52%
Last Bear Market
-5.37%
3.25%

Annual Total Return (%) History

Year
ETCRX
Category
2024
--
--
2023
4.16%
--
2022
-14.23%
--
2021
-3.45%
--
2020
--
7.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.85% -- -- --
2023 2.23% -0.71% -3.39% 6.21%
2022 -6.43% -5.37% -4.46% 1.39%
2021 -3.99% 1.60% -0.41% -0.63%
2020 1.00% -- -- --

Rank in Category (By Total Return)

YTD 84
1-Month 19
3-Month 84
1-Year 91
3-Year 98
5-Year --

Load Adjusted Returns

1-Year 0.03%
3-Year -3.78%
5-Year --
10-Year --

Performance & Risk

YTD Return -3.41%
5y Average Return 0.00%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Eventide Funds
Net Assets 130.09M
YTD Return -0.85%
Yield 2.11%
Morningstar Rating
Inception Date Jul 31, 2020

Fund Summary

The fund seeks to achieve its objective through investments in income-producing securities issued by entities deemed by the Adviser to be serving well the needs of customers, employees, suppliers, communities, the environment, and society broadly. The fund may invest in bonds of any maturity and, under normal market conditions, the bonds held by the fund have a weighted average duration between three years and nine years.

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