TLVAX vs. BIBL
Compare and contrast key facts about Timothy Plan Large/Mid Cap Value Fund (TLVAX) and Inspire 100 ETF (BIBL).
TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999. BIBL is a passively managed fund by Inspire that tracks the performance of the Inspire 100 Index. It was launched on Oct 30, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLVAX or BIBL.
Correlation
The correlation between TLVAX and BIBL is 0.92, 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.
Performance
TLVAX vs. BIBL - Performance Comparison
Key characteristics
TLVAX:
0.21
BIBL:
1.08
TLVAX:
0.36
BIBL:
1.58
TLVAX:
1.05
BIBL:
1.19
TLVAX:
0.21
BIBL:
1.96
TLVAX:
0.58
BIBL:
5.08
TLVAX:
5.44%
BIBL:
3.27%
TLVAX:
14.62%
BIBL:
15.29%
TLVAX:
-58.87%
BIBL:
-36.12%
TLVAX:
-11.19%
BIBL:
-1.98%
Returns By Period
In the year-to-date period, TLVAX achieves a 3.54% return, which is significantly lower than BIBL's 6.64% return.
TLVAX
3.54%
0.26%
-7.81%
1.57%
5.28%
2.25%
BIBL
6.64%
1.17%
6.31%
14.39%
9.80%
N/A
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TLVAX vs. BIBL - Expense Ratio Comparison
TLVAX has a 1.58% expense ratio, which is higher than BIBL's 0.35% expense ratio.
Risk-Adjusted Performance
TLVAX vs. BIBL — Risk-Adjusted Performance Rank
TLVAX
BIBL
TLVAX vs. BIBL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Large/Mid Cap Value Fund (TLVAX) and Inspire 100 ETF (BIBL). 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.
Dividends
TLVAX vs. BIBL - Dividend Comparison
TLVAX's dividend yield for the trailing twelve months is around 0.48%, less than BIBL's 0.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
TLVAX Timothy Plan Large/Mid Cap Value Fund | 0.48% | 0.50% | 1.33% | 0.21% | 0.00% | 0.16% | 0.47% | 0.36% | 0.14% |
BIBL Inspire 100 ETF | 0.86% | 0.92% | 1.02% | 0.98% | 17.87% | 1.67% | 1.30% | 1.62% | 0.31% |
Drawdowns
TLVAX vs. BIBL - Drawdown Comparison
The maximum TLVAX drawdown since its inception was -58.87%, which is greater than BIBL's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for TLVAX and BIBL. For additional features, visit the drawdowns tool.
Volatility
TLVAX vs. BIBL - Volatility Comparison
The current volatility for Timothy Plan Large/Mid Cap Value Fund (TLVAX) is 3.24%, while Inspire 100 ETF (BIBL) has a volatility of 4.40%. This indicates that TLVAX experiences smaller price fluctuations and is considered to be less risky than BIBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.