ETILX vs. TLLIX
Compare and contrast key facts about Eventide Gilead Class I (ETILX) and TIAA-CREF Lifecycle Index 2050 Fund (TLLIX).
ETILX is managed by Eventide Funds. TLLIX is managed by TIAA Investments. It was launched on Sep 29, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETILX or TLLIX.
Key characteristics
| ETILX | TLLIX | |
|---|---|---|
| YTD Return | 1.49% | 16.43% |
| 1Y Return | 15.37% | 24.19% |
| 3Y Return (Ann) | -11.53% | 4.89% |
| 5Y Return (Ann) | 5.27% | 10.48% |
| 10Y Return (Ann) | 7.70% | 9.45% |
| Sharpe Ratio | 0.82 | 2.08 |
| Sortino Ratio | 1.24 | 2.83 |
| Omega Ratio | 1.15 | 1.40 |
| Calmar Ratio | 0.35 | 3.22 |
| Martin Ratio | 2.53 | 14.33 |
| Ulcer Index | 5.81% | 1.70% |
| Daily Std Dev | 18.02% | 11.73% |
| Max Drawdown | -46.69% | -31.41% |
| Current Drawdown | -31.83% | -1.51% |
Correlation
The correlation between ETILX and TLLIX is 0.82, 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.
Performance
ETILX vs. TLLIX - Performance Comparison
In the year-to-date period, ETILX achieves a 1.49% return, which is significantly lower than TLLIX's 16.43% return. Over the past 10 years, ETILX has underperformed TLLIX with an annualized return of 7.70%, while TLLIX has yielded a comparatively higher 9.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ETILX vs. TLLIX - Expense Ratio Comparison
ETILX has a 1.11% expense ratio, which is higher than TLLIX's 0.10% expense ratio.
Risk-Adjusted Performance
ETILX vs. TLLIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Class I (ETILX) and TIAA-CREF Lifecycle Index 2050 Fund (TLLIX). 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.
Dividends
ETILX vs. TLLIX - Dividend Comparison
ETILX has not paid dividends to shareholders, while TLLIX's dividend yield for the trailing twelve months is around 1.77%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETILX Eventide Gilead Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLLIX TIAA-CREF Lifecycle Index 2050 Fund | 1.77% | 2.06% | 1.97% | 1.90% | 1.59% | 2.14% | 2.41% | 1.93% | 2.10% | 2.19% | 2.20% | 1.91% |
Drawdowns
ETILX vs. TLLIX - Drawdown Comparison
The maximum ETILX drawdown since its inception was -46.69%, which is greater than TLLIX's maximum drawdown of -31.41%. Use the drawdown chart below to compare losses from any high point for ETILX and TLLIX. For additional features, visit the drawdowns tool.
Volatility
ETILX vs. TLLIX - Volatility Comparison
Eventide Gilead Class I (ETILX) has a higher volatility of 4.84% compared to TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) at 2.87%. This indicates that ETILX's price experiences larger fluctuations and is considered to be riskier than TLLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.