ETILX vs. USMIX
ETILX (Eventide Gilead Class I) and USMIX (USAA Extended Market Index Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, ETILX returned 13.24%/yr vs 11.58%/yr for USMIX. Their correlation of 0.86 means they have usually moved in the same direction. ETILX charges 1.11%/yr vs 0.38%/yr for USMIX.
Performance
ETILX vs. USMIX - Performance Comparison
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Returns By Period
In the year-to-date period, ETILX achieves a 11.73% return, which is significantly lower than USMIX's 14.54% return. Over the past 10 years, ETILX has outperformed USMIX with an annualized return of 13.24%, while USMIX has yielded a comparatively lower 11.58% annualized return.
ETILX
- 1D
- 2.79%
- 1M
- -6.44%
- 6M
- 9.69%
- YTD
- 11.73%
- 1Y
- 27.88%
- 3Y*
- 11.25%
- 5Y*
- 2.21%
- 10Y*
- 13.24%
- ALL TIME*
- 13.33%
USMIX
- 1D
- 0.74%
- 1M
- -0.85%
- 6M
- 10.00%
- YTD
- 14.54%
- 1Y
- 27.62%
- 3Y*
- 14.44%
- 5Y*
- 6.30%
- 10Y*
- 11.58%
- ALL TIME*
- 8.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ETILX vs. USMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETILX Eventide Gilead Class I | 11.73% | 23.77% | -0.03% | 22.76% | -34.03% | 11.44% | 55.44% | 34.11% | -2.35% | 33.09% |
USMIX USAA Extended Market Index Fund | 14.54% | 10.44% | 11.99% | 25.81% | -24.04% | 15.29% | 31.20% | 27.93% | -9.71% | 17.72% |
Correlation
The correlation between ETILX and USMIX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2010 | 0.86 |
The correlation between ETILX and USMIX has been stable across timeframes, ranging from 0.76 to 0.86 - a consistent structural relationship.
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Return for Risk
ETILX vs. USMIX — Risk / Return Rank
ETILX
USMIX
ETILX vs. USMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Class I (ETILX) and USAA Extended Market Index Fund (USMIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ETILX | USMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.86 | 2.47 | -0.61 |
| Martin ratioReturn relative to average drawdown | 6.63 | 9.02 | -2.38 |
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Drawdowns
ETILX vs. USMIX - Drawdown Comparison
The maximum ETILX drawdown since its inception was -41.30%, smaller than the maximum USMIX drawdown of -57.91%. Use the drawdown chart below to compare losses from any high point for ETILX and USMIX.
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Drawdown Indicators
| ETILX | USMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.30% | -57.91% | +16.61% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -9.97% | -4.43% |
Max Drawdown (3Y)Largest decline over 3 years | -25.71% | -31.84% | +6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -41.30% | -37.86% | -3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -41.86% | +0.56% |
Current DrawdownCurrent decline from peak | -9.02% | -1.33% | -7.69% |
Average DrawdownAverage peak-to-trough decline | -11.44% | -11.93% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.03% | 2.73% | +1.30% |
Volatility
ETILX vs. USMIX - Volatility Comparison
Eventide Gilead Class I (ETILX) has a higher volatility of 6.00% compared to USAA Extended Market Index Fund (USMIX) at 3.25%. This indicates that ETILX's price experiences larger fluctuations and is considered to be riskier than USMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETILX | USMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 3.25% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 16.45% | 11.77% | +4.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.65% | 16.60% | +3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 24.94% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.45% | 23.62% | -0.17% |
ETILX vs. USMIX - Expense Ratio Comparison
ETILX has a 1.11% expense ratio, which is higher than USMIX's 0.38% expense ratio.
Dividends
ETILX vs. USMIX - Dividend Comparison
ETILX's dividend yield for the trailing twelve months is around 10.80%, more than USMIX's 5.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETILX Eventide Gilead Class I | 10.80% | 12.07% | 1.25% | 0.00% | 5.36% | 6.30% | 0.79% | 3.14% | 5.31% | 0.00% | 0.00% | 1.13% |
USMIX USAA Extended Market Index Fund | 5.65% | 6.47% | 14.41% | 4.41% | 8.78% | 17.98% | 3.32% | 3.18% | 6.48% | 7.48% | 7.07% | 8.02% |
Frequently Asked Questions
ETILX and USMIX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETILX has higher volatility (6.00%) compared to USMIX (3.25%). In terms of maximum drawdown, ETILX dropped -41.30% vs USMIX's -57.91%.
USMIX currently has the higher Sharpe Ratio (1.48 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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