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TIGIX vs. TFIAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TIGIX vs. TFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Timothy Plan Growth & Income Fund (TIGIX) and Timothy Plan Fixed Income Fund (TFIAX). The values are adjusted to include any dividend payments, if applicable.

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TIGIX vs. TFIAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
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%

Returns By Period

In the year-to-date period, TIGIX achieves a 3.47% return, which is significantly higher than TFIAX's -0.36% return. Over the past 10 years, TIGIX has outperformed TFIAX with an annualized return of 3.15%, while TFIAX has yielded a comparatively lower 0.69% 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%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TIGIX vs. TFIAX - Expense Ratio Comparison

TIGIX has a 1.02% expense ratio, which is lower than TFIAX's 1.34% expense ratio.


Return for Risk

TIGIX vs. TFIAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TIGIX
TIGIX Risk / Return Rank: 3939
Overall Rank
TIGIX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
TIGIX Sortino Ratio Rank: 4040
Sortino Ratio Rank
TIGIX Omega Ratio Rank: 3838
Omega Ratio Rank
TIGIX Calmar Ratio Rank: 3737
Calmar Ratio Rank
TIGIX Martin Ratio Rank: 4040
Martin Ratio Rank

TFIAX
TFIAX Risk / Return Rank: 4040
Overall Rank
TFIAX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
TFIAX Sortino Ratio Rank: 3535
Sortino Ratio Rank
TFIAX Omega Ratio Rank: 2828
Omega Ratio Rank
TFIAX Calmar Ratio Rank: 6262
Calmar Ratio Rank
TFIAX Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TIGIX vs. TFIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Growth & Income Fund (TIGIX) and Timothy Plan Fixed Income Fund (TFIAX). 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.


TIGIXTFIAXDifference

Sharpe ratio

Return per unit of total volatility

0.89

0.84

+0.05

Sortino ratio

Return per unit of downside risk

1.27

1.21

+0.07

Omega ratio

Gain probability vs. loss probability

1.18

1.15

+0.03

Calmar ratio

Return relative to maximum drawdown

1.00

1.46

-0.46

Martin ratio

Return relative to average drawdown

4.13

4.02

+0.12

TIGIX vs. TFIAX - Sharpe Ratio Comparison

The current TIGIX Sharpe Ratio is 0.89, which is comparable to the TFIAX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of TIGIX and TFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TIGIXTFIAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

0.84

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

-0.08

+0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.16

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.51

-0.19

Correlation

The correlation between TIGIX and TFIAX is 0.13, 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

TIGIX vs. TFIAX - Dividend Comparison

TIGIX's dividend yield for the trailing twelve months is around 1.90%, less than TFIAX's 3.06% yield.


TTM20252024202320222021202020192018201720162015
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%
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%

Drawdowns

TIGIX vs. TFIAX - Drawdown Comparison

The maximum TIGIX drawdown since its inception was -25.03%, which is greater than TFIAX's maximum drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for TIGIX and TFIAX.


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Drawdown Indicators


TIGIXTFIAXDifference

Max Drawdown

Largest peak-to-trough decline

-25.03%

-18.62%

-6.41%

Max Drawdown (1Y)

Largest decline over 1 year

-7.19%

-2.94%

-4.25%

Max Drawdown (5Y)

Largest decline over 5 years

-15.37%

-17.30%

+1.93%

Max Drawdown (10Y)

Largest decline over 10 years

-25.03%

-18.62%

-6.41%

Current Drawdown

Current decline from peak

-3.32%

-5.38%

+2.06%

Average Drawdown

Average peak-to-trough decline

-4.61%

-2.90%

-1.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.74%

1.07%

+0.67%

Volatility

TIGIX vs. TFIAX - Volatility Comparison

Timothy Plan Growth & Income Fund (TIGIX) has a higher volatility of 1.95% compared to Timothy Plan Fixed Income Fund (TFIAX) at 1.50%. This indicates that TIGIX's price experiences larger fluctuations and is considered to be riskier than TFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIGIXTFIAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.95%

1.50%

+0.45%

Volatility (6M)

Calculated over the trailing 6-month period

4.45%

2.43%

+2.02%

Volatility (1Y)

Calculated over the trailing 1-year period

8.34%

4.38%

+3.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.35%

5.60%

+2.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.64%

4.43%

+5.21%