ETILX vs. SMCWX
Compare and contrast key facts about Eventide Gilead Class I (ETILX) and American Funds SMALLCAP World Fund Class A (SMCWX).
ETILX is managed by Eventide Funds. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
ETILX vs. SMCWX - Performance Comparison
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ETILX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETILX Eventide Gilead Class I | -6.85% | 23.77% | -0.03% | 22.76% | -34.03% | 11.44% | 55.44% | 34.11% | -2.35% | 33.09% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, ETILX achieves a -6.85% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, ETILX has outperformed SMCWX with an annualized return of 11.91%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
ETILX
- 1D
- 4.16%
- 1M
- -6.72%
- YTD
- -6.85%
- 6M
- -2.01%
- 1Y
- 25.57%
- 3Y*
- 9.19%
- 5Y*
- 0.47%
- 10Y*
- 11.91%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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ETILX vs. SMCWX - Expense Ratio Comparison
ETILX has a 1.11% expense ratio, which is higher than SMCWX's 1.02% expense ratio.
Return for Risk
ETILX vs. SMCWX — Risk / Return Rank
ETILX
SMCWX
ETILX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Class I (ETILX) and American Funds SMALLCAP World Fund Class A (SMCWX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ETILX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.17 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.72 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.66 | +0.03 |
Martin ratioReturn relative to average drawdown | 6.67 | 6.37 | +0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ETILX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.17 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.01 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.51 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.57 | -0.03 |
Correlation
The correlation between ETILX and SMCWX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ETILX vs. SMCWX - Dividend Comparison
ETILX's dividend yield for the trailing twelve months is around 12.95%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETILX Eventide Gilead Class I | 12.95% | 12.07% | 1.25% | 0.00% | 5.36% | 6.30% | 0.79% | 3.14% | 5.31% | 0.00% | 0.00% | 1.13% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
ETILX vs. SMCWX - Drawdown Comparison
The maximum ETILX drawdown since its inception was -41.30%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for ETILX and SMCWX.
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Drawdown Indicators
| ETILX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.30% | -62.46% | +21.16% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -11.83% | -2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -41.30% | -39.79% | -1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -39.79% | -1.51% |
Current DrawdownCurrent decline from peak | -13.49% | -10.12% | -3.37% |
Average DrawdownAverage peak-to-trough decline | -11.60% | -14.98% | +3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.08% | +0.58% |
Volatility
ETILX vs. SMCWX - Volatility Comparison
Eventide Gilead Class I (ETILX) has a higher volatility of 8.27% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.62%. This indicates that ETILX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETILX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.27% | 7.62% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 14.01% | 11.82% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 17.93% | +4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.30% | 18.05% | +6.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.40% | 17.76% | +5.64% |