TPLC vs. ETILX
Compare and contrast key facts about Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Eventide Gilead Class I (ETILX).
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. ETILX is managed by Eventide Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPLC or ETILX.
Key characteristics
| TPLC | ETILX | |
|---|---|---|
| YTD Return | 17.98% | 1.49% |
| 1Y Return | 27.67% | 15.37% |
| 3Y Return (Ann) | 6.75% | -11.53% |
| 5Y Return (Ann) | 12.04% | 5.27% |
| Sharpe Ratio | 2.37 | 0.82 |
| Sortino Ratio | 3.28 | 1.24 |
| Omega Ratio | 1.40 | 1.15 |
| Calmar Ratio | 3.77 | 0.35 |
| Martin Ratio | 12.57 | 2.53 |
| Ulcer Index | 2.23% | 5.81% |
| Daily Std Dev | 11.83% | 18.02% |
| Max Drawdown | -38.02% | -46.69% |
| Current Drawdown | -1.86% | -31.83% |
Correlation
The correlation between TPLC and ETILX is 0.78, 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. ETILX - Performance Comparison
In the year-to-date period, TPLC achieves a 17.98% return, which is significantly higher than ETILX's 1.49% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TPLC vs. ETILX - Expense Ratio Comparison
TPLC has a 0.52% expense ratio, which is lower than ETILX's 1.11% expense ratio.
Risk-Adjusted Performance
TPLC vs. ETILX - 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 Gilead Class I (ETILX). 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. ETILX - Dividend Comparison
TPLC's dividend yield for the trailing twelve months is around 0.83%, while ETILX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.83% | 0.89% | 1.07% | 0.61% | 0.81% | 0.67% |
ETILX Eventide Gilead Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TPLC vs. ETILX - Drawdown Comparison
The maximum TPLC drawdown since its inception was -38.02%, smaller than the maximum ETILX drawdown of -46.69%. Use the drawdown chart below to compare losses from any high point for TPLC and ETILX. For additional features, visit the drawdowns tool.
Volatility
TPLC vs. ETILX - Volatility Comparison
The current volatility for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) is 3.96%, while Eventide Gilead Class I (ETILX) has a volatility of 4.84%. This indicates that TPLC experiences smaller price fluctuations and is considered to be less risky than ETILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.