TIGIX vs. TPHAX
Compare and contrast key facts about Timothy Plan Growth & Income Fund (TIGIX) and Timothy Plan High Yield Bond Fund (TPHAX).
TIGIX is managed by Timothy Plan. It was launched on Sep 30, 2013. TPHAX is managed by Timothy Plan. It was launched on May 7, 2007.
Performance
TIGIX vs. TPHAX - Performance Comparison
Loading graphics...
TIGIX vs. TPHAX - 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% |
TPHAX Timothy Plan High Yield Bond Fund | -1.27% | 7.57% | 7.95% | 12.24% | -12.24% | 5.69% | 6.12% | 16.60% | -4.66% | 6.22% |
Returns By Period
In the year-to-date period, TIGIX achieves a 3.47% return, which is significantly higher than TPHAX's -1.27% return. Over the past 10 years, TIGIX has underperformed TPHAX with an annualized return of 3.15%, while TPHAX has yielded a comparatively higher 5.07% 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%
TPHAX
- 1D
- 0.27%
- 1M
- -1.92%
- YTD
- -1.27%
- 6M
- 0.08%
- 1Y
- 5.78%
- 3Y*
- 7.50%
- 5Y*
- 3.23%
- 10Y*
- 5.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TIGIX vs. TPHAX - Expense Ratio Comparison
TIGIX has a 1.02% expense ratio, which is lower than TPHAX's 1.39% expense ratio.
Return for Risk
TIGIX vs. TPHAX — Risk / Return Rank
TIGIX
TPHAX
TIGIX vs. TPHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Growth & Income Fund (TIGIX) and Timothy Plan High Yield Bond Fund (TPHAX). 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 | TPHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.63 | -0.74 |
Sortino ratioReturn per unit of downside risk | 1.27 | 2.23 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.37 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.76 | -0.76 |
Martin ratioReturn relative to average drawdown | 4.13 | 8.05 | -3.92 |
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
| TIGIX | TPHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.63 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.75 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 1.05 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.88 | -0.56 |
Correlation
The correlation between TIGIX and TPHAX is 0.40, 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. TPHAX - Dividend Comparison
TIGIX's dividend yield for the trailing twelve months is around 1.90%, less than TPHAX's 5.87% 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% |
TPHAX Timothy Plan High Yield Bond Fund | 5.87% | 5.39% | 5.75% | 5.35% | 4.60% | 4.23% | 4.26% | 4.11% | 4.13% | 3.55% | 3.88% | 4.72% |
Drawdowns
TIGIX vs. TPHAX - Drawdown Comparison
The maximum TIGIX drawdown since its inception was -25.03%, smaller than the maximum TPHAX drawdown of -35.48%. Use the drawdown chart below to compare losses from any high point for TIGIX and TPHAX.
Loading graphics...
Drawdown Indicators
| TIGIX | TPHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.03% | -35.48% | +10.45% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -3.05% | -4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -15.98% | +0.61% |
Max Drawdown (10Y)Largest decline over 10 years | -25.03% | -22.38% | -2.65% |
Current DrawdownCurrent decline from peak | -3.32% | -2.24% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -4.61% | -3.28% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 0.67% | +1.07% |
Volatility
TIGIX vs. TPHAX - Volatility Comparison
Timothy Plan Growth & Income Fund (TIGIX) has a higher volatility of 1.95% compared to Timothy Plan High Yield Bond Fund (TPHAX) at 1.47%. This indicates that TIGIX's price experiences larger fluctuations and is considered to be riskier than TPHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TIGIX | TPHAX | 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% | 2.10% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.34% | 3.49% | +4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.35% | 4.31% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.64% | 4.86% | +4.78% |