TFIAX vs. DFXIX
Compare and contrast key facts about Timothy Plan Fixed Income Fund (TFIAX) and DFA Diversified Fixed Income Portfolio (DFXIX).
TFIAX is managed by Timothy Plan. It was launched on Jul 14, 1999. DFXIX is managed by Dimensional. It was launched on Aug 10, 2016.
Performance
TFIAX vs. DFXIX - Performance Comparison
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TFIAX vs. DFXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TFIAX Timothy Plan Fixed Income Fund | -0.36% | 6.41% | 0.12% | 4.85% | -12.11% | -2.45% | 5.24% | 6.14% | -0.67% | 1.72% |
DFXIX DFA Diversified Fixed Income Portfolio | 0.29% | 5.85% | 3.05% | 4.93% | -7.88% | -0.56% | 5.90% | 269.83% | 1.07% | 0.87% |
Returns By Period
In the year-to-date period, TFIAX achieves a -0.36% return, which is significantly lower than DFXIX's 0.29% return.
TFIAX
- 1D
- 0.51%
- 1M
- -2.05%
- YTD
- -0.36%
- 6M
- 0.74%
- 1Y
- 3.54%
- 3Y*
- 2.87%
- 5Y*
- -0.43%
- 10Y*
- 0.69%
DFXIX
- 1D
- 0.40%
- 1M
- -1.29%
- YTD
- 0.29%
- 6M
- 1.05%
- 1Y
- 4.22%
- 3Y*
- 3.87%
- 5Y*
- 1.45%
- 10Y*
- —
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TFIAX vs. DFXIX - Expense Ratio Comparison
TFIAX has a 1.34% expense ratio, which is higher than DFXIX's 0.15% expense ratio.
Return for Risk
TFIAX vs. DFXIX — Risk / Return Rank
TFIAX
DFXIX
TFIAX vs. DFXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Fixed Income Fund (TFIAX) and DFA Diversified Fixed Income Portfolio (DFXIX). 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.
| TFIAX | DFXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.57 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.21 | 2.27 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.29 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.57 | -1.11 |
Martin ratioReturn relative to average drawdown | 4.02 | 8.40 | -4.38 |
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
| TFIAX | DFXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.57 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.41 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.56 | -0.05 |
Correlation
The correlation between TFIAX and DFXIX 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
TFIAX vs. DFXIX - Dividend Comparison
TFIAX's dividend yield for the trailing twelve months is around 3.06%, less than DFXIX's 3.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFIAX Timothy Plan Fixed Income Fund | 3.06% | 3.00% | 3.04% | 2.48% | 1.28% | 0.84% | 1.21% | 1.60% | 1.92% | 1.62% | 1.75% | 2.03% |
DFXIX DFA Diversified Fixed Income Portfolio | 3.72% | 3.21% | 3.72% | 3.02% | 2.69% | 2.31% | 1.39% | 102.11% | 2.10% | 1.09% | 0.00% | 0.00% |
Drawdowns
TFIAX vs. DFXIX - Drawdown Comparison
The maximum TFIAX drawdown since its inception was -18.62%, which is greater than DFXIX's maximum drawdown of -10.51%. Use the drawdown chart below to compare losses from any high point for TFIAX and DFXIX.
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Drawdown Indicators
| TFIAX | DFXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.62% | -10.51% | -8.11% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -1.69% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -17.30% | -10.51% | -6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -18.62% | — | — |
Current DrawdownCurrent decline from peak | -5.38% | -1.29% | -4.09% |
Average DrawdownAverage peak-to-trough decline | -2.90% | -2.34% | -0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 0.52% | +0.55% |
Volatility
TFIAX vs. DFXIX - Volatility Comparison
Timothy Plan Fixed Income Fund (TFIAX) has a higher volatility of 1.50% compared to DFA Diversified Fixed Income Portfolio (DFXIX) at 1.09%. This indicates that TFIAX's price experiences larger fluctuations and is considered to be riskier than DFXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TFIAX | DFXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 1.09% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 2.43% | 1.84% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.38% | 2.85% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 3.58% | +2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 29.85% | -25.42% |