TCGAX vs. SIFAX
Compare and contrast key facts about Timothy Plan Conservative Growth Fund (TCGAX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
TCGAX is managed by Timothy Plan. It was launched on Oct 4, 2000. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
TCGAX vs. SIFAX - Performance Comparison
Loading graphics...
TCGAX vs. SIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCGAX Timothy Plan Conservative Growth Fund | 1.27% | 10.54% | 4.29% | 6.59% | -12.86% | 7.61% | 7.71% | 14.78% | -9.25% | 8.29% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 8.96% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Returns By Period
In the year-to-date period, TCGAX achieves a 1.27% return, which is significantly lower than SIFAX's 8.96% return. Both investments have delivered pretty close results over the past 10 years, with TCGAX having a 3.89% annualized return and SIFAX not far ahead at 3.91%.
TCGAX
- 1D
- 1.36%
- 1M
- -3.62%
- YTD
- 1.27%
- 6M
- 1.68%
- 1Y
- 9.88%
- 3Y*
- 6.75%
- 5Y*
- 2.52%
- 10Y*
- 3.89%
SIFAX
- 1D
- -0.35%
- 1M
- 1.77%
- YTD
- 8.96%
- 6M
- 10.57%
- 1Y
- 10.85%
- 3Y*
- 7.16%
- 5Y*
- 6.83%
- 10Y*
- 3.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TCGAX vs. SIFAX - Expense Ratio Comparison
TCGAX has a 1.04% expense ratio, which is higher than SIFAX's 0.90% expense ratio.
Return for Risk
TCGAX vs. SIFAX — Risk / Return Rank
TCGAX
SIFAX
TCGAX vs. SIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Conservative Growth Fund (TCGAX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX). 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.
| TCGAX | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 2.03 | -0.88 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.86 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.40 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.49 | -1.97 |
Martin ratioReturn relative to average drawdown | 6.33 | 8.92 | -2.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TCGAX | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 2.03 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 1.25 | -0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.76 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.36 | -0.06 |
Correlation
The correlation between TCGAX and SIFAX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TCGAX vs. SIFAX - Dividend Comparison
TCGAX's dividend yield for the trailing twelve months is around 1.13%, less than SIFAX's 4.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCGAX Timothy Plan Conservative Growth Fund | 1.13% | 1.14% | 3.45% | 1.65% | 5.35% | 4.01% | 2.56% | 3.64% | 2.47% | 0.31% | 0.00% | 7.45% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.18% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
TCGAX vs. SIFAX - Drawdown Comparison
The maximum TCGAX drawdown since its inception was -40.54%, which is greater than SIFAX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for TCGAX and SIFAX.
Loading graphics...
Drawdown Indicators
| TCGAX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.54% | -23.62% | -16.92% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -3.07% | -3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -8.32% | -9.45% |
Max Drawdown (10Y)Largest decline over 10 years | -20.35% | -14.69% | -5.66% |
Current DrawdownCurrent decline from peak | -4.11% | -0.35% | -3.76% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -8.65% | +2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 1.25% | +0.40% |
Volatility
TCGAX vs. SIFAX - Volatility Comparison
Timothy Plan Conservative Growth Fund (TCGAX) has a higher volatility of 3.36% compared to SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) at 2.04%. This indicates that TCGAX's price experiences larger fluctuations and is considered to be riskier than SIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TCGAX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 2.04% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 5.28% | 3.93% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.95% | 5.30% | +3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.71% | 5.50% | +2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.29% | 5.16% | +3.13% |