TPLC vs. ETIDX
Compare and contrast key facts about Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Eventide Dividend Opportunities Fund (ETIDX).
TPLC is a passively managed fund by Timothy Plan that tracks the performance of the Victory U.S. Large Cap Volatility Weighted BRI Index. It was launched on Apr 29, 2019. ETIDX is managed by Eventide Funds. It was launched on Sep 29, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPLC or ETIDX.
Key characteristics
| TPLC | ETIDX | |
|---|---|---|
| YTD Return | 17.98% | 23.86% |
| 1Y Return | 27.67% | 32.72% |
| 3Y Return (Ann) | 6.75% | 4.19% |
| 5Y Return (Ann) | 12.04% | 14.09% |
| Sharpe Ratio | 2.37 | 2.35 |
| Sortino Ratio | 3.28 | 3.23 |
| Omega Ratio | 1.40 | 1.39 |
| Calmar Ratio | 3.77 | 2.03 |
| Martin Ratio | 12.57 | 15.48 |
| Ulcer Index | 2.23% | 2.10% |
| Daily Std Dev | 11.83% | 13.80% |
| Max Drawdown | -38.02% | -34.12% |
| Current Drawdown | -1.86% | -1.78% |
Correlation
The correlation between TPLC and ETIDX is 0.94, 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
TPLC vs. ETIDX - Performance Comparison
In the year-to-date period, TPLC achieves a 17.98% return, which is significantly lower than ETIDX's 23.86% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TPLC vs. ETIDX - Expense Ratio Comparison
TPLC has a 0.52% expense ratio, which is lower than ETIDX's 0.95% expense ratio.
Risk-Adjusted Performance
TPLC vs. ETIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Eventide Dividend Opportunities Fund (ETIDX). 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
TPLC vs. ETIDX - Dividend Comparison
TPLC's dividend yield for the trailing twelve months is around 0.83%, more than ETIDX's 0.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.83% | 0.89% | 1.07% | 0.61% | 0.81% | 0.67% | 0.00% | 0.00% |
ETIDX Eventide Dividend Opportunities Fund | 0.50% | 0.67% | 1.34% | 1.14% | 1.06% | 1.99% | 2.17% | 0.30% |
Drawdowns
TPLC vs. ETIDX - Drawdown Comparison
The maximum TPLC drawdown since its inception was -38.02%, which is greater than ETIDX's maximum drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for TPLC and ETIDX. For additional features, visit the drawdowns tool.
Volatility
TPLC vs. ETIDX - Volatility Comparison
Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Eventide Dividend Opportunities Fund (ETIDX) have volatilities of 3.96% and 4.06%, 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.