TPLNX vs. BOSOX
Compare and contrast key facts about Timothy Plan Small Cap Value Fund (TPLNX) and Boston Trust Small Cap Fund (BOSOX).
TPLNX is managed by Timothy Plan. It was launched on Mar 24, 1994. BOSOX is managed by Boston Trust Walden.
Performance
TPLNX vs. BOSOX - Performance Comparison
Loading graphics...
TPLNX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TPLNX Timothy Plan Small Cap Value Fund | 1.49% | 0.58% | 4.75% | 17.31% | -13.13% | 28.12% | 2.00% | 28.29% | -15.66% | 12.94% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, TPLNX achieves a 1.49% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, TPLNX has underperformed BOSOX with an annualized return of 8.10%, while BOSOX has yielded a comparatively higher 9.28% annualized return.
TPLNX
- 1D
- -0.59%
- 1M
- -6.89%
- YTD
- 1.49%
- 6M
- -0.80%
- 1Y
- 8.99%
- 3Y*
- 6.85%
- 5Y*
- 3.58%
- 10Y*
- 8.10%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TPLNX vs. BOSOX - Expense Ratio Comparison
TPLNX has a 1.52% expense ratio, which is higher than BOSOX's 1.00% expense ratio.
Return for Risk
TPLNX vs. BOSOX — Risk / Return Rank
TPLNX
BOSOX
TPLNX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Small Cap Value Fund (TPLNX) and Boston Trust Small Cap Fund (BOSOX). 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.
| TPLNX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | -0.13 | +0.56 |
Sortino ratioReturn per unit of downside risk | 0.78 | -0.05 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.10 | 0.99 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | -0.33 | +0.83 |
Martin ratioReturn relative to average drawdown | 1.63 | -1.03 | +2.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TPLNX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | -0.13 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.20 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.48 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.41 | -0.03 |
Correlation
The correlation between TPLNX and BOSOX 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.
Dividends
TPLNX vs. BOSOX - Dividend Comparison
TPLNX's dividend yield for the trailing twelve months is around 5.09%, more than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPLNX Timothy Plan Small Cap Value Fund | 5.09% | 5.17% | 6.21% | 3.95% | 6.72% | 9.40% | 0.16% | 3.68% | 16.26% | 9.20% | 1.34% | 9.66% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
TPLNX vs. BOSOX - Drawdown Comparison
The maximum TPLNX drawdown since its inception was -55.96%, which is greater than BOSOX's maximum drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for TPLNX and BOSOX.
Loading graphics...
Drawdown Indicators
| TPLNX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.96% | -51.32% | -4.64% |
Max Drawdown (1Y)Largest decline over 1 year | -14.48% | -11.89% | -2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -26.39% | -22.36% | -4.03% |
Max Drawdown (10Y)Largest decline over 10 years | -43.18% | -36.79% | -6.39% |
Current DrawdownCurrent decline from peak | -8.51% | -16.07% | +7.56% |
Average DrawdownAverage peak-to-trough decline | -8.89% | -7.26% | -1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 3.82% | +0.63% |
Volatility
TPLNX vs. BOSOX - Volatility Comparison
Timothy Plan Small Cap Value Fund (TPLNX) has a higher volatility of 5.01% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that TPLNX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TPLNX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 4.10% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 10.48% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.69% | 18.96% | +2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.42% | 17.82% | +2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.04% | 19.56% | +2.48% |