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TPDIX vs. TTIFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TPDIX vs. TTIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Timothy Plan Defensive Strategies Fund Class I (TPDIX) and Goldman Sachs TacticalTiltOverlayFund (TTIFX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TPDIX achieves a 8.48% return, which is significantly higher than TTIFX's 1.12% 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%

TTIFX

1D
0.00%
1M
-0.28%
6M
0.37%
YTD
1.12%
1Y
5.05%
3Y*
3.02%
5Y*
2.63%
10Y*
ALL TIME*
2.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. 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. TTIFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%2.98%
TTIFX
Goldman Sachs TacticalTiltOverlayFund
1.12%6.79%-2.91%6.04%0.93%8.25%5.13%4.99%-2.45%0.84%

Correlation

The correlation between TPDIX and TTIFX is 0.47, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.47

Correlation (3Y)
Balances recent behavior with more history.

0.39

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.51

Correlation (All Time)
Calculated using the full available price history since Feb 1, 2017

0.49

The correlation between TPDIX and TTIFX shifts across timeframes, from 0.39 (3 years) to 0.51 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

TPDIX vs. TTIFX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TPDIX
TPDIX Risk / Return Rank: 7070
Overall Rank
TPDIX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
TPDIX Sortino Ratio Rank: 7070
Sortino Ratio Rank
TPDIX Omega Ratio Rank: 7676
Omega Ratio Rank
TPDIX Calmar Ratio Rank: 8181
Calmar Ratio Rank
TPDIX Martin Ratio Rank: 4444
Martin Ratio Rank

TTIFX
TTIFX Risk / Return Rank: 7272
Overall Rank
TTIFX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
TTIFX Sortino Ratio Rank: 8282
Sortino Ratio Rank
TTIFX Omega Ratio Rank: 7979
Omega Ratio Rank
TTIFX Calmar Ratio Rank: 7474
Calmar Ratio Rank
TTIFX Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TPDIX vs. TTIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Defensive Strategies Fund Class I (TPDIX) and Goldman Sachs TacticalTiltOverlayFund (TTIFX). 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.


TPDIXTTIFXDifference
Sharpe ratioReturn per unit of total volatility

+0.09

Sortino ratioReturn per unit of downside risk

-0.42

Omega ratioGain probability vs. loss probability

1.35

1.36

-0.01

Calmar ratioReturn relative to maximum drawdown

2.76

2.44

+0.33

Martin ratioReturn relative to average drawdown

6.68

6.73

-0.04

TPDIX vs. TTIFX - Sharpe Ratio Comparison

The current TPDIX Sharpe Ratio is 1.91, which is comparable to the TTIFX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of TPDIX and TTIFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TPDIX vs. TTIFX - Drawdown Comparison

The maximum TPDIX drawdown since its inception was -22.26%, which is greater than TTIFX's maximum drawdown of -13.21%. Use the drawdown chart below to compare losses from any high point for TPDIX and TTIFX.


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Drawdown Indicators


TPDIXTTIFXDifference

Max Drawdown

Largest peak-to-trough decline

-22.26%

-13.21%

-9.05%

Max Drawdown (1Y)

Largest decline over 1 year

-8.03%

-2.11%

-5.92%

Max Drawdown (3Y)

Largest decline over 3 years

-8.03%

-9.04%

+1.01%

Max Drawdown (5Y)

Largest decline over 5 years

-17.43%

-9.04%

-8.39%

Max Drawdown (10Y)

Largest decline over 10 years

-22.26%

Current Drawdown

Current decline from peak

-5.73%

-0.82%

-4.91%

Average Drawdown

Average peak-to-trough decline

-4.15%

-2.12%

-2.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.32%

0.75%

+2.57%

Volatility

TPDIX vs. TTIFX - Volatility Comparison

Timothy Plan Defensive Strategies Fund Class I (TPDIX) has a higher volatility of 2.23% compared to Goldman Sachs TacticalTiltOverlayFund (TTIFX) at 0.86%. This indicates that TPDIX's price experiences larger fluctuations and is considered to be riskier than TTIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TPDIXTTIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.23%

0.86%

+1.37%

Volatility (6M)

Calculated over the trailing 6-month period

9.56%

2.18%

+7.38%

Volatility (1Y)

Calculated over the trailing 1-year period

11.67%

2.83%

+8.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.26%

5.91%

+4.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.97%

5.86%

+4.11%

TPDIX vs. TTIFX - Expense Ratio Comparison

TPDIX has a 1.09% expense ratio, which is higher than TTIFX's 0.68% expense ratio.


Dividends

TPDIX vs. TTIFX - Dividend Comparison

TPDIX's dividend yield for the trailing twelve months is around 0.94%, less than TTIFX's 2.98% yield.


PositionTTM2025202420232022202120202019201820172016
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%
TTIFX
Goldman Sachs TacticalTiltOverlayFund
2.98%3.01%0.00%5.33%0.84%2.02%4.71%1.09%0.00%0.94%0.00%

Frequently Asked Questions


TPDIX and TTIFX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TPDIX has higher volatility (2.23%) compared to TTIFX (0.86%). In terms of maximum drawdown, TPDIX dropped -22.26% vs TTIFX's -13.21%.

TPDIX currently has the higher Sharpe Ratio (1.91 vs 1.82), 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.

Portfolio Optimizer

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