TFIAX vs. QDIBX
Compare and contrast key facts about Timothy Plan Fixed Income Fund (TFIAX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX).
TFIAX is managed by Timothy Plan. It was launched on Jul 14, 1999. QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019.
Performance
TFIAX vs. QDIBX - Performance Comparison
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TFIAX vs. QDIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TFIAX Timothy Plan Fixed Income Fund | -0.03% | 6.41% | 0.12% | 4.85% | -12.11% | -2.45% | 5.24% | -0.10% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 0.00% | 7.72% | 1.66% | 6.71% | -14.11% | -0.17% | 6.77% | -0.10% |
Returns By Period
TFIAX
- 1D
- 0.33%
- 1M
- -1.31%
- YTD
- -0.03%
- 6M
- 0.85%
- 1Y
- 3.43%
- 3Y*
- 2.98%
- 5Y*
- -0.42%
- 10Y*
- 0.72%
QDIBX
- 1D
- 0.22%
- 1M
- -1.22%
- YTD
- 0.00%
- 6M
- 0.90%
- 1Y
- 4.08%
- 3Y*
- 4.27%
- 5Y*
- 0.37%
- 10Y*
- —
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TFIAX vs. QDIBX - Expense Ratio Comparison
TFIAX has a 1.34% expense ratio, which is higher than QDIBX's 0.03% expense ratio.
Return for Risk
TFIAX vs. QDIBX — Risk / Return Rank
TFIAX
QDIBX
TFIAX vs. QDIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Fixed Income Fund (TFIAX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX). 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 | QDIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.06 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.55 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.81 | -0.45 |
Martin ratioReturn relative to average drawdown | 3.72 | 5.30 | -1.57 |
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
| TFIAX | QDIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.06 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.06 | -0.13 |
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 | 0.17 | +0.34 |
Correlation
The correlation between TFIAX and QDIBX is 0.91, 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. QDIBX - Dividend Comparison
TFIAX's dividend yield for the trailing twelve months is around 3.05%, less than QDIBX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFIAX Timothy Plan Fixed Income Fund | 3.05% | 3.00% | 3.04% | 2.48% | 1.28% | 0.84% | 1.21% | 1.60% | 1.92% | 1.62% | 1.75% | 2.03% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.50% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TFIAX vs. QDIBX - Drawdown Comparison
The maximum TFIAX drawdown since its inception was -18.62%, smaller than the maximum QDIBX drawdown of -19.63%. Use the drawdown chart below to compare losses from any high point for TFIAX and QDIBX.
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Drawdown Indicators
| TFIAX | QDIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.62% | -19.63% | +1.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -2.58% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -17.30% | -19.63% | +2.33% |
Max Drawdown (10Y)Largest decline over 10 years | -18.62% | — | — |
Current DrawdownCurrent decline from peak | -5.07% | -1.76% | -3.31% |
Average DrawdownAverage peak-to-trough decline | -2.90% | -6.52% | +3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 0.88% | +0.19% |
Volatility
TFIAX vs. QDIBX - Volatility Comparison
Timothy Plan Fixed Income Fund (TFIAX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) have volatilities of 1.51% and 1.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TFIAX | QDIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 1.46% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.44% | 2.54% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 4.32% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 6.58% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 6.32% | -1.89% |