NasdaqGM - Delayed Quote • USD
Eventide Limited-Term Bond Fund (0P0001DBUZ)
At close: April 5 at 4:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 5.71% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001DBUZ | Category Average | 0P0001DBUZ | Category Average | 0P0001DBUZ | Category Average | |
| Alpha | -1.14 | 0.01 | -0.3 | 0.01 | -0.12 | 0 |
| BETA | 0.37 | 0 | 0.4 | 0 | 0.43 | 0 |
| Mean Annual Return | -0.01 | 0 | 0.1 | 0 | 0.12 | 0 |
| R-squared | 90.33 | 0.32 | 83.88 | 0.35 | 77.28 | 0.35 |
| Standard Deviation | 3 | 0.03 | 2.74 | 0.02 | 2.38 | 0.02 |
| Sharpe Ratio | -1.1 | 0.01 | -0.35 | 0.01 | -0.02 | 0.01 |
| Treynor Ratio | -8.46 | 0.06 | -2.48 | 0.04 | -0.16 | 0.06 |
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