TPDIX vs. TIGIX
TPDIX (Timothy Plan Defensive Strategies Fund Class I) and TIGIX (Timothy Plan Growth & Income Fund) are both mutual funds - TPDIX is a Tactical Allocation fund actively managed by Timothy Plan, while TIGIX is a Diversified Portfolio fund managed by Timothy Plan. Over the past 10 years, TPDIX returned 6.77%/yr vs 3.12%/yr for TIGIX. Their 0.65 correlation means they have sometimes moved together and sometimes differently. TPDIX charges 1.09%/yr vs 1.02%/yr for TIGIX.
Performance
TPDIX vs. TIGIX - Performance Comparison
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Returns By Period
In the year-to-date period, TPDIX achieves a 8.48% return, which is significantly higher than TIGIX's 6.18% return. Over the past 10 years, TPDIX has outperformed TIGIX with an annualized return of 6.77%, while TIGIX has yielded a comparatively lower 3.12% annualized return.
TPDIX
- 1D
- 0.38%
- 1M
- 1.26%
- 6M
- 0.99%
- YTD
- 8.48%
- 1Y
- 22.04%
- 3Y*
- 13.52%
- 5Y*
- 8.45%
- 10Y*
- 6.77%
- ALL TIME*
- 5.70%
TIGIX
- 1D
- -0.60%
- 1M
- -0.09%
- 6M
- 3.21%
- YTD
- 6.18%
- 1Y
- 8.05%
- 3Y*
- 5.77%
- 5Y*
- 2.34%
- 10Y*
- 3.12%
- ALL TIME*
- 3.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TPDIX vs. TIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TPDIX Timothy Plan Defensive Strategies Fund Class I | 8.48% | 24.23% | 5.55% | 8.07% | -5.48% | 12.45% | 9.11% | 14.02% | -6.96% | 4.45% |
TIGIX Timothy Plan Growth & Income Fund | 6.18% | 6.33% | 4.19% | 1.63% | -9.93% | 15.90% | 1.47% | 14.11% | -11.79% | 6.60% |
Correlation
The correlation between TPDIX and TIGIX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 2013 | 0.65 |
The correlation between TPDIX and TIGIX shifts across timeframes, from 0.53 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
TPDIX vs. TIGIX — Risk / Return Rank
TPDIX
TIGIX
TPDIX vs. TIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Defensive Strategies Fund Class I (TPDIX) and Timothy Plan Growth & Income Fund (TIGIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TPDIX | TIGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.23 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 1.83 | +0.94 |
| Martin ratioReturn relative to average drawdown | 6.68 | 5.14 | +1.55 |
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Drawdowns
TPDIX vs. TIGIX - Drawdown Comparison
The maximum TPDIX drawdown since its inception was -22.26%, smaller than the maximum TIGIX drawdown of -25.03%. Use the drawdown chart below to compare losses from any high point for TPDIX and TIGIX.
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Drawdown Indicators
| TPDIX | TIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.26% | -25.03% | +2.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.03% | -4.37% | -3.66% |
Max Drawdown (3Y)Largest decline over 3 years | -8.03% | -8.59% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -17.43% | -15.37% | -2.06% |
Max Drawdown (10Y)Largest decline over 10 years | -22.26% | -25.03% | +2.77% |
Current DrawdownCurrent decline from peak | -5.73% | -1.19% | -4.54% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -4.54% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 1.55% | +1.77% |
Volatility
TPDIX vs. TIGIX - Volatility Comparison
Timothy Plan Defensive Strategies Fund Class I (TPDIX) and Timothy Plan Growth & Income Fund (TIGIX) have volatilities of 2.23% and 2.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TPDIX | TIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.23% | 2.24% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 4.70% | +4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.67% | 6.35% | +5.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.26% | 8.28% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.97% | 9.68% | +0.29% |
TPDIX vs. TIGIX - Expense Ratio Comparison
TPDIX has a 1.09% expense ratio, which is higher than TIGIX's 1.02% expense ratio.
Dividends
TPDIX vs. TIGIX - Dividend Comparison
TPDIX's dividend yield for the trailing twelve months is around 0.94%, less than TIGIX's 1.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIGIX Timothy Plan Growth & Income Fund | 1.88% | 1.89% | 2.04% | 2.34% | 7.81% | 1.80% | 1.26% | 0.65% | 2.16% | 2.62% | 0.30% | 0.15% |
TPDIX Timothy Plan Defensive Strategies Fund Class I | 0.94% | 1.02% | 3.02% | 2.61% | 4.73% | 0.70% | 0.00% | 3.18% | 3.02% | 0.41% | 0.60% | 0.00% |
Frequently Asked Questions
TPDIX and TIGIX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TIGIX has higher volatility (2.24%) compared to TPDIX (2.23%). In terms of maximum drawdown, TPDIX dropped -22.26% vs TIGIX's -25.03%.
TPDIX currently has the higher Sharpe Ratio (1.91 vs 1.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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