NasdaqGM - Delayed Quote • USD
Eventide Limited-Term Bond Fund (0P0001DBUZ)
At close: April 5 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.42% |
| 5y Average Return | 1.17% |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 4, 2024) | 5.71% |
| Worst 1Y Total Return (Apr 4, 2024) | -- |
| Best 3Y Total Return | 5.71% |
| Worst 3Y Total Return | -1.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001DBUZ
Category
- YTD
- 0.52%
- 0.44%
- 1-Month
- 0.66%
- 0.02%
- 3-Month
- 0.52%
- 0.56%
- 1-Year
- 4.44%
- 2.65%
- 3-Year
- -0.18%
- 3.38%
- 5-Year
- 1.17%
- 2.40%
- 10-Year
- 1.41%
- 2.01%
- Last Bull Market
- 0.20%
- 2.63%
- Last Bear Market
- -2.17%
- -0.33%
Annual Total Return (%) History
Year
0P0001DBUZ
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.52% | -- | -- | -- |
| 2023 | 1.51% | 0.12% | 0.19% | 3.57% |
| 2022 | -3.39% | -2.17% | -1.56% | 1.24% |
| 2021 | -0.97% | 0.43% | -0.13% | -0.69% |
| 2020 | 0.03% | 2.56% | 0.61% | 0.41% |
| 2019 | 1.83% | 2.05% | 1.47% | 0.26% |
Rank in Category (By Total Return)
| YTD | 78 |
| 1-Month | 24 |
| 3-Month | 78 |
| 1-Year | 64 |
| 3-Year | 78 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 4.44% |
| 3-Year | -0.18% |
| 5-Year | 1.17% |
| 10-Year | 1.41% |
Performance & Risk
| YTD Return | 0.42% |
| 5y Average Return | 1.17% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.37 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | Eventide Funds |
| Net Assets | 147.01M |
| YTD Return | 0.52% |
| Yield | 2.58% |
| Morningstar Rating | |
| Inception Date | Jul 28, 2010 |
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. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in bonds. Fixed income investments may be of any maturity, but the fund’s weighted average effective portfolio duration will not exceed five years.
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