Correlation
The correlation between TLVAX and ETIMX is 0.82, 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.
TLVAX vs. ETIMX
Compare and contrast key facts about Timothy Plan Large/Mid Cap Value Fund (TLVAX) and Eventide Multi-Asset Income Fund (ETIMX).
TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999. ETIMX is managed by Eventide Funds. It was launched on Jul 14, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLVAX or ETIMX.
Performance
TLVAX vs. ETIMX - Performance Comparison
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Key characteristics
TLVAX:
0.23
ETIMX:
0.72
TLVAX:
0.38
ETIMX:
0.86
TLVAX:
1.06
ETIMX:
1.11
TLVAX:
0.21
ETIMX:
0.54
TLVAX:
0.77
ETIMX:
1.66
TLVAX:
4.29%
ETIMX:
3.61%
TLVAX:
21.46%
ETIMX:
10.49%
TLVAX:
-55.23%
ETIMX:
-22.79%
TLVAX:
-4.16%
ETIMX:
-3.95%
Returns By Period
In the year-to-date period, TLVAX achieves a 1.37% return, which is significantly lower than ETIMX's 1.84% return.
TLVAX
1.37%
3.72%
-2.91%
4.84%
7.44%
12.41%
8.59%
ETIMX
1.84%
2.50%
-3.69%
7.47%
5.87%
7.94%
N/A
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TLVAX vs. ETIMX - Expense Ratio Comparison
TLVAX has a 1.58% expense ratio, which is higher than ETIMX's 0.82% expense ratio.
Risk-Adjusted Performance
TLVAX vs. ETIMX — Risk-Adjusted Performance Rank
TLVAX
ETIMX
TLVAX vs. ETIMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Large/Mid Cap Value Fund (TLVAX) and Eventide Multi-Asset Income Fund (ETIMX). 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.
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Dividends
TLVAX vs. ETIMX - Dividend Comparison
TLVAX's dividend yield for the trailing twelve months is around 9.92%, more than ETIMX's 1.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLVAX Timothy Plan Large/Mid Cap Value Fund | 9.92% | 10.05% | 0.86% | 5.52% | 4.35% | 3.39% | 12.29% | 10.96% | 6.78% | 1.25% | 12.89% | 9.52% |
ETIMX Eventide Multi-Asset Income Fund | 1.99% | 1.87% | 1.62% | 2.96% | 5.86% | 2.00% | 2.91% | 4.29% | 4.41% | 2.67% | 0.52% | 0.00% |
Drawdowns
TLVAX vs. ETIMX - Drawdown Comparison
The maximum TLVAX drawdown since its inception was -55.23%, which is greater than ETIMX's maximum drawdown of -22.79%. Use the drawdown chart below to compare losses from any high point for TLVAX and ETIMX.
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Volatility
TLVAX vs. ETIMX - Volatility Comparison
Timothy Plan Large/Mid Cap Value Fund (TLVAX) has a higher volatility of 4.58% compared to Eventide Multi-Asset Income Fund (ETIMX) at 2.49%. This indicates that TLVAX's price experiences larger fluctuations and is considered to be riskier than ETIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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