Biblically Responsible Investing I

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Biblically Responsible Investing I

Currency in USD · Last updated May 26, 2025

A Biblically Responsible Investing portfolio largely featuring Eventide, Timothy Plan, and Inspire ETF’s.

Asset Allocation

Position	Category/Sector	Target Weight
BIBL Inspire 100 ETF	Large Cap Growth Equities	12%
BITW Bitwise 10 Crypto Index Fund		16%
ETIDX Eventide Dividend Opportunities Fund	Mid Cap Blend Equities	12%
ETILX Eventide Gilead Class I	Mid Cap Growth Equities	12%
FDLS Inspire Fidelis Multi Factor ETF	Mid Cap Blend Equities	12%
GLRY Inspire Faithward Mid Cap Momentum ESG ETF	Mid Cap Growth Equities, Actively Managed	12%
TPHD Timothy Plan High Dividend Stock ETF	All Cap Equities, Dividend	12%
WCBR WisdomTree Cybersecurity Fund	Technology Equities, Cybersecurity	12%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Aug 24, 2022, corresponding to the inception date of FDLS

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	-1.34%	5.02%	-2.79%	9.39%	14.45%	10.68%
Biblically Responsible Investing I	2.67%	7.56%	-1.41%	19.71%	N/A	N/A
Portfolio components:
BIBL Inspire 100 ETF	0.90%	4.40%	-6.42%	3.61%	11.17%	N/A
GLRY Inspire Faithward Mid Cap Momentum ESG ETF	2.19%	7.51%	-3.34%	4.57%	N/A	N/A
FDLS Inspire Fidelis Multi Factor ETF	0.67%	7.89%	-7.18%	3.31%	N/A	N/A
ETILX Eventide Gilead Class I	0.62%	8.03%	-4.00%	3.73%	5.79%	8.08%
ETIDX Eventide Dividend Opportunities Fund	0.10%	5.06%	-8.47%	4.94%	14.03%	N/A
TPHD Timothy Plan High Dividend Stock ETF	1.88%	3.00%	-5.43%	5.53%	14.66%	N/A
WCBR WisdomTree Cybersecurity Fund	7.78%	9.84%	4.61%	24.97%	N/A	N/A
BITW Bitwise 10 Crypto Index Fund	3.56%	12.21%	6.14%	63.36%	N/A	N/A

*Annualized

Monthly Returns

The table below presents the monthly returns of Biblically Responsible Investing I, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2025	6.57%	-7.08%	-4.44%	1.44%	6.98%								2.67%
2024	-1.46%	9.65%	5.52%	-6.47%	5.31%	-0.73%	4.09%	-1.16%	-0.15%	2.91%	21.17%	-6.62%	33.36%
2023	19.64%	-3.08%	6.14%	-2.41%	0.84%	7.11%	5.52%	-1.64%	-4.22%	3.62%	13.47%	7.02%	62.29%
2022								-3.63%	-9.72%	7.16%	-2.37%	-7.16%	-15.50%

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

Biblically Responsible Investing I has an expense ratio of 0.60%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

ETILX

Eventide Gilead Class I

ETIDX

Eventide Dividend Opportunities Fund

GLRY

Inspire Faithward Mid Cap Momentum ESG ETF

FDLS

Inspire Fidelis Multi Factor ETF

TPHD

Timothy Plan High Dividend Stock ETF

WCBR

WisdomTree Cybersecurity Fund

BIBL

Inspire 100 ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Biblically Responsible Investing I is 66, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. 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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
BIBL Inspire 100 ETF	0.20	0.32	1.04	0.12	0.43
GLRY Inspire Faithward Mid Cap Momentum ESG ETF	0.24	0.46	1.06	0.23	0.73
FDLS Inspire Fidelis Multi Factor ETF	0.20	0.33	1.04	0.12	0.38
ETILX Eventide Gilead Class I	0.18	0.35	1.04	0.12	0.39
ETIDX Eventide Dividend Opportunities Fund	0.32	0.46	1.06	0.22	0.66
TPHD Timothy Plan High Dividend Stock ETF	0.36	0.46	1.06	0.26	0.87
WCBR WisdomTree Cybersecurity Fund	0.90	1.33	1.17	0.97	3.04
BITW Bitwise 10 Crypto Index Fund	1.33	1.90	1.22	1.72	3.78

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Biblically Responsible Investing I Sharpe ratios as of May 26, 2025 (values are recalculated daily):

1-Year: 0.94
All Time: 1.18

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.49 to 1.03, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Biblically Responsible Investing I compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend yield

Biblically Responsible Investing I provided a 1.54% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	1.54%	1.52%	0.71%	1.45%	3.99%	0.71%	0.96%	1.09%	0.09%	0.00%	0.14%	0.02%
Portfolio components:
BIBL Inspire 100 ETF	1.02%	0.92%	1.02%	0.98%	17.87%	1.67%	1.30%	1.62%	0.31%	0.00%	0.00%	0.00%
GLRY Inspire Faithward Mid Cap Momentum ESG ETF	0.65%	0.52%	1.07%	1.04%	4.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FDLS Inspire Fidelis Multi Factor ETF	7.15%	7.26%	0.97%	0.31%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ETILX Eventide Gilead Class I	1.24%	1.25%	0.00%	5.36%	6.30%	0.79%	3.14%	5.31%	0.00%	0.00%	1.13%	0.14%
ETIDX Eventide Dividend Opportunities Fund	0.67%	0.64%	0.67%	1.99%	2.79%	1.06%	1.99%	2.17%	0.41%	0.00%	0.00%	0.00%
TPHD Timothy Plan High Dividend Stock ETF	2.07%	2.09%	2.19%	2.38%	1.86%	2.38%	1.61%	0.00%	0.00%	0.00%	0.00%	0.00%
WCBR WisdomTree Cybersecurity Fund	0.02%	0.02%	0.00%	0.03%	0.43%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BITW Bitwise 10 Crypto Index Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Biblically Responsible Investing I. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Biblically Responsible Investing I was 23.41%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Biblically Responsible Investing I drawdown is 6.09%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-23.41%	Dec 9, 2024	82	Apr 8, 2025	—	—	—
-18.29%	Aug 26, 2022	86	Dec 28, 2022	23	Feb 1, 2023	109
-9.89%	Feb 3, 2023	25	Mar 10, 2023	23	Apr 13, 2023	48
-9.72%	Jul 17, 2024	14	Aug 5, 2024	49	Oct 14, 2024	63
-8.54%	Jul 14, 2023	59	Oct 5, 2023	21	Nov 3, 2023	80

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 8 assets, with an effective number of assets of 7.91, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	^GSPC	BITW	WCBR	TPHD	GLRY	FDLS	ETILX	ETIDX	BIBL	Portfolio
^GSPC	1.00	0.34	0.67	0.73	0.79	0.81	0.84	0.87	0.90	0.77
BITW	0.34	1.00	0.29	0.26	0.32	0.32	0.35	0.30	0.34	0.75
WCBR	0.67	0.29	1.00	0.44	0.59	0.62	0.78	0.62	0.66	0.67
TPHD	0.73	0.26	0.44	1.00	0.82	0.78	0.67	0.86	0.82	0.68
GLRY	0.79	0.32	0.59	0.82	1.00	0.89	0.80	0.88	0.86	0.77
FDLS	0.81	0.32	0.62	0.78	0.89	1.00	0.82	0.87	0.87	0.78
ETILX	0.84	0.35	0.78	0.67	0.80	0.82	1.00	0.85	0.87	0.80
ETIDX	0.87	0.30	0.62	0.86	0.88	0.87	0.85	1.00	0.93	0.78
BIBL	0.90	0.34	0.66	0.82	0.86	0.87	0.87	0.93	1.00	0.81
Portfolio	0.77	0.75	0.67	0.68	0.77	0.78	0.80	0.78	0.81	1.00

The correlation results are calculated based on daily price changes starting from Aug 25, 2022

Go to the full Correlations tool for more customization options

Performance Analysis

Risk Analysis

Optimization

Factor Model

Biblically Responsible Investing I

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

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