FZIPX vs. TLVAX
Compare and contrast key facts about Fidelity ZERO Extended Market Index Fund (FZIPX) and Timothy Plan Large/Mid Cap Value Fund (TLVAX).
FZIPX is managed by Fidelity. TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999.
Performance
FZIPX vs. TLVAX - Performance Comparison
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FZIPX vs. TLVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FZIPX Fidelity ZERO Extended Market Index Fund | -1.78% | 12.51% | 12.39% | 18.13% | -18.01% | 21.31% | 16.64% | 26.50% | -17.57% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 1.75% | 4.80% | 11.64% | 13.21% | -11.70% | 26.86% | 13.07% | 26.39% | -14.29% |
Returns By Period
In the year-to-date period, FZIPX achieves a -1.78% return, which is significantly lower than TLVAX's 1.75% return.
FZIPX
- 1D
- -1.26%
- 1M
- -8.55%
- YTD
- -1.78%
- 6M
- 0.33%
- 1Y
- 18.79%
- 3Y*
- 12.32%
- 5Y*
- 5.14%
- 10Y*
- —
TLVAX
- 1D
- -0.50%
- 1M
- -7.27%
- YTD
- 1.75%
- 6M
- -0.26%
- 1Y
- 7.30%
- 3Y*
- 9.08%
- 5Y*
- 7.32%
- 10Y*
- 9.37%
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FZIPX vs. TLVAX - Expense Ratio Comparison
FZIPX has a 0.00% expense ratio, which is lower than TLVAX's 1.58% expense ratio.
Return for Risk
FZIPX vs. TLVAX — Risk / Return Rank
FZIPX
TLVAX
FZIPX vs. TLVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity ZERO Extended Market Index Fund (FZIPX) and Timothy Plan Large/Mid Cap Value Fund (TLVAX). 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.
| FZIPX | TLVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.51 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.33 | 0.85 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.11 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 0.62 | +0.53 |
Martin ratioReturn relative to average drawdown | 4.98 | 2.41 | +2.57 |
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
| FZIPX | TLVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.51 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.48 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.43 | -0.09 |
Correlation
The correlation between FZIPX and TLVAX is 0.90, 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
FZIPX vs. TLVAX - Dividend Comparison
FZIPX's dividend yield for the trailing twelve months is around 1.27%, less than TLVAX's 9.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZIPX Fidelity ZERO Extended Market Index Fund | 1.27% | 1.24% | 1.22% | 1.43% | 1.64% | 6.97% | 2.15% | 1.80% | 0.50% | 0.00% | 0.00% | 0.00% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 9.01% | 9.16% | 10.05% | 0.86% | 5.52% | 4.35% | 3.39% | 11.83% | 10.96% | 6.78% | 1.25% | 12.89% |
Drawdowns
FZIPX vs. TLVAX - Drawdown Comparison
The maximum FZIPX drawdown since its inception was -42.71%, smaller than the maximum TLVAX drawdown of -55.23%. Use the drawdown chart below to compare losses from any high point for FZIPX and TLVAX.
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Drawdown Indicators
| FZIPX | TLVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.71% | -55.23% | +12.52% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -11.09% | -3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -28.19% | -20.69% | -7.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.34% | — |
Current DrawdownCurrent decline from peak | -9.61% | -7.46% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -9.09% | -8.30% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.87% | +0.44% |
Volatility
FZIPX vs. TLVAX - Volatility Comparison
Fidelity ZERO Extended Market Index Fund (FZIPX) has a higher volatility of 6.41% compared to Timothy Plan Large/Mid Cap Value Fund (TLVAX) at 3.72%. This indicates that FZIPX's price experiences larger fluctuations and is considered to be riskier than TLVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZIPX | TLVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 3.72% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 8.56% | +4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.07% | 15.87% | +6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 15.41% | +5.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 17.01% | +6.94% |