ETIMX vs. TCGAX
Compare and contrast key facts about Eventide Multi-Asset Income Fund (ETIMX) and Timothy Plan Conservative Growth Fund (TCGAX).
ETIMX is managed by Eventide Funds. It was launched on Jul 14, 2015. TCGAX is managed by Timothy Plan. It was launched on Oct 4, 2000.
Performance
ETIMX vs. TCGAX - Performance Comparison
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ETIMX vs. TCGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETIMX Eventide Multi-Asset Income Fund | 3.22% | 6.95% | 9.79% | 12.16% | -15.28% | 16.26% | 18.42% | 19.88% | -8.16% | 11.97% |
TCGAX Timothy Plan Conservative Growth Fund | -0.09% | 10.54% | 4.29% | 6.59% | -12.86% | 7.61% | 7.71% | 14.78% | -9.25% | 8.29% |
Returns By Period
In the year-to-date period, ETIMX achieves a 3.22% return, which is significantly higher than TCGAX's -0.09% return. Over the past 10 years, ETIMX has outperformed TCGAX with an annualized return of 7.53%, while TCGAX has yielded a comparatively lower 3.75% annualized return.
ETIMX
- 1D
- 1.39%
- 1M
- -3.43%
- YTD
- 3.22%
- 6M
- 2.22%
- 1Y
- 9.75%
- 3Y*
- 9.91%
- 5Y*
- 5.04%
- 10Y*
- 7.53%
TCGAX
- 1D
- 0.00%
- 1M
- -5.32%
- YTD
- -0.09%
- 6M
- 0.50%
- 1Y
- 8.83%
- 3Y*
- 6.27%
- 5Y*
- 2.38%
- 10Y*
- 3.75%
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ETIMX vs. TCGAX - Expense Ratio Comparison
ETIMX has a 0.82% expense ratio, which is lower than TCGAX's 1.04% expense ratio.
Return for Risk
ETIMX vs. TCGAX — Risk / Return Rank
ETIMX
TCGAX
ETIMX vs. TCGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Multi-Asset Income Fund (ETIMX) and Timothy Plan Conservative Growth Fund (TCGAX). 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.
| ETIMX | TCGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.01 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.44 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.22 | +0.35 |
Martin ratioReturn relative to average drawdown | 6.43 | 5.17 | +1.25 |
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
| ETIMX | TCGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.01 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.31 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.45 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.29 | +0.48 |
Correlation
The correlation between ETIMX and TCGAX 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
ETIMX vs. TCGAX - Dividend Comparison
ETIMX's dividend yield for the trailing twelve months is around 6.24%, more than TCGAX's 1.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETIMX Eventide Multi-Asset Income Fund | 6.24% | 6.38% | 1.86% | 1.63% | 2.95% | 5.86% | 2.00% | 2.90% | 4.29% | 4.40% | 2.66% | 0.00% |
TCGAX Timothy Plan Conservative Growth Fund | 1.15% | 1.14% | 3.45% | 1.65% | 5.35% | 4.01% | 2.56% | 3.64% | 2.47% | 0.31% | 0.00% | 7.45% |
Drawdowns
ETIMX vs. TCGAX - Drawdown Comparison
The maximum ETIMX drawdown since its inception was -22.79%, smaller than the maximum TCGAX drawdown of -40.54%. Use the drawdown chart below to compare losses from any high point for ETIMX and TCGAX.
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Drawdown Indicators
| ETIMX | TCGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.79% | -40.54% | +17.75% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -6.87% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -20.58% | -17.77% | -2.81% |
Max Drawdown (10Y)Largest decline over 10 years | -22.79% | -20.35% | -2.44% |
Current DrawdownCurrent decline from peak | -3.43% | -5.40% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -4.22% | -6.31% | +2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 1.62% | +0.04% |
Volatility
ETIMX vs. TCGAX - Volatility Comparison
Eventide Multi-Asset Income Fund (ETIMX) has a higher volatility of 3.82% compared to Timothy Plan Conservative Growth Fund (TCGAX) at 2.96%. This indicates that ETIMX's price experiences larger fluctuations and is considered to be riskier than TCGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETIMX | TCGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 2.96% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 6.15% | 5.11% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.69% | 8.87% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 7.69% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.06% | 8.28% | +1.78% |