TIGIX vs. BERIX
Compare and contrast key facts about Timothy Plan Growth & Income Fund (TIGIX) and Chartwell Income Fund (BERIX).
TIGIX is managed by Timothy Plan. It was launched on Sep 30, 2013. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.
Performance
TIGIX vs. BERIX - Performance Comparison
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TIGIX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIGIX Timothy Plan Growth & Income Fund | 3.47% | 6.33% | 4.19% | 1.63% | -9.93% | 15.90% | 1.47% | 14.11% | -11.79% | 6.60% |
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Returns By Period
The year-to-date returns for both investments are quite close, with TIGIX having a 3.47% return and BERIX slightly higher at 3.53%. Over the past 10 years, TIGIX has underperformed BERIX with an annualized return of 3.15%, while BERIX has yielded a comparatively higher 4.99% annualized return.
TIGIX
- 1D
- 0.22%
- 1M
- -3.32%
- YTD
- 3.47%
- 6M
- 2.85%
- 1Y
- 6.81%
- 3Y*
- 4.70%
- 5Y*
- 2.63%
- 10Y*
- 3.15%
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
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TIGIX vs. BERIX - Expense Ratio Comparison
TIGIX has a 1.02% expense ratio, which is higher than BERIX's 0.64% expense ratio.
Return for Risk
TIGIX vs. BERIX — Risk / Return Rank
TIGIX
BERIX
TIGIX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Growth & Income Fund (TIGIX) and Chartwell Income Fund (BERIX). 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.
| TIGIX | BERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 2.54 | -1.65 |
Sortino ratioReturn per unit of downside risk | 1.27 | 3.26 | -1.99 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.52 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 4.62 | -3.62 |
Martin ratioReturn relative to average drawdown | 4.13 | 17.20 | -13.07 |
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
| TIGIX | BERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 2.54 | -1.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.84 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.84 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.07 | -0.74 |
Correlation
The correlation between TIGIX and BERIX is 0.76, 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
TIGIX vs. BERIX - Dividend Comparison
TIGIX's dividend yield for the trailing twelve months is around 1.90%, less than BERIX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIGIX Timothy Plan Growth & Income Fund | 1.90% | 1.89% | 2.04% | 2.34% | 7.81% | 1.80% | 1.26% | 0.65% | 2.16% | 2.62% | 0.30% | 0.15% |
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Drawdowns
TIGIX vs. BERIX - Drawdown Comparison
The maximum TIGIX drawdown since its inception was -25.03%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for TIGIX and BERIX.
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Drawdown Indicators
| TIGIX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.03% | -20.34% | -4.69% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -2.95% | -4.24% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -15.73% | +0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -25.03% | -20.34% | -4.69% |
Current DrawdownCurrent decline from peak | -3.32% | -1.25% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -4.61% | -2.60% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 0.79% | +0.95% |
Volatility
TIGIX vs. BERIX - Volatility Comparison
Timothy Plan Growth & Income Fund (TIGIX) has a higher volatility of 1.95% compared to Chartwell Income Fund (BERIX) at 1.47%. This indicates that TIGIX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIGIX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.95% | 1.47% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 4.45% | 4.28% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.34% | 5.38% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.35% | 5.94% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.64% | 6.00% | +3.64% |