TIMOTHY PLAN Competition

TPDAX Fund

USD 18.48 -0.22 -1.18%

The fund is listed under the Allocation--50% to 70% Equity category and is part of the Timothy Plan family. Timothy Plan Defensive is often compared with AQR DIVERSIFIED, HARBOR DIVERSIFIED, Mutual Of, Prudential Core, and John Hancock and additional peers. This provides context for comparative analysis. Reported accounting figures form the basis of all values shown. No forward-looking guarantees are expressed or implied by this data. This module contrasts TIMOTHY PLAN with competitors to reveal risk-adjusted gaps. This screen separates narrative from data by ranking TIMOTHY PLAN against peer metrics. The peer view highlights how TIMOTHY PLAN measures up across multiple dimensions. Reported data is organized for reference and does not imply a course of action.

Pair Correlation for TIMOTHY PLAN and VICTORY DIVERSIFIED Details

Weak diversification

The correlation between TPDAX and VDSRX is 0.34, which Macroaxis classifies as Weak diversification for the selected horizon. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Moving together with TIMOTHY Mutual Fund

0.75	TFICX	Timothy Fixed Income	Pair Corr
0.94	TGIAX	Timothy Plan Growth	Pair Corr
0.93	TIAGX	Timothy Aggressive Growth Steady Growth	Pair Corr
0.89	TICIX	Timothy Israel Mon Steady Growth	Pair Corr
0.85	TIICX	Timothy Plan Conservative	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of TIMOTHY PLAN's price to converge to an average value over time is called mean reversion.

Hype

Prediction

Low	Estimated	High
17.72	18.73	19.74

Details

Intrinsic

Valuation

Low	Real	High
17.57	18.58	19.59

Details

Naive

Forecast

Low	Next	High
17.44	18.45	19.46

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
18.65	19.05	19.45

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as TIMOTHY PLAN. Your research has to be compared to or analyzed against TIMOTHY PLAN's peers to derive any actionable benefits.

TIMOTHY PLAN Competition Correlation Matrix

Reviewing how Timothy Plan Defensive moves relative to competing funds can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. The current classification points to the Allocation--50% to 70% Equity category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

	QDARX	HIIDX	MACAX	PQCNX	JABJX	DLTZX	VDSRX
QDARX		0.8	0.55	0.5	0.66	0.63	0.51	QDARX
HIIDX	0.8		0.89	0.73	0.88	0.79	0.84	HIIDX
MACAX	0.55	0.89		0.73	0.88	0.69	0.94	MACAX
PQCNX	0.5	0.73	0.73		0.86	0.89	0.49	PQCNX
JABJX	0.66	0.88	0.88	0.86		0.81	0.75	JABJX
DLTZX	0.63	0.79	0.69	0.89	0.81		0.53	DLTZX
VDSRX	0.51	0.84	0.94	0.49	0.75	0.53		VDSRX
	QDARX	HIIDX	MACAX	PQCNX	JABJX	DLTZX	VDSRX

Risk-Adjusted Indicators

There is a big difference between TIMOTHY Mutual Fund performing well and TIMOTHY PLAN Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze TIMOTHY PLAN's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
QDARX	0.07	0.01	0.64	0.31	0.00	-0.11	0.16	-0.15	0.47
HIIDX	0.82	0.19	0.15	0.12	1.11	-0.80	1.70	-1.74	9.06
MACAX	0.26	0.02	0.00	-0.04	0.00	0.00	0.42	-0.66	1.77
PQCNX	0.18	0.00	0.36	0.07	0.17	-0.22	0.35	-0.35	1.13
JABJX	0.17	-0.01	0.00	0.56	0.00	0.00	0.28	-0.55	1.03
DLTZX	0.05	0.00	0.61	-3.48	0.00	-0.20	0.13	-0.13	0.51
VDSRX	0.62	0.05	0.00	-0.03	0.00	0.00	1.09	-1.32	4.08

TIMOTHY PLAN Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	TPDAX	QDARX	HIIDX	MACAX	PQCNX	JABJX	DLTZX	VDSRX
	1.18 18.48 TIMOTHY	0.08 12.92 AQR	2.62 14.12 HARBOR	1.11 11.61 Mutual	0.81 8.60 Prudential	0.09 10.63 John	0.13 7.88 Delaware	1.59 23.47 VICTORY
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Balanced	Balanced	Soft	Weak	Soft	Weak	Mild	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Sell	Strong Buy	Strong Hold	Hold	Cautious Hold	Strong Sell	Strong Hold
Holdings Turnover	N/A	N/A	N/A	65.00 %	N/A	N/A	N/A	N/A
Net Asset	109.1 M	467.83 M	836.19 M	157.88 M	38.96 M	305.43 M	564.88 M	425.53 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	1 K	N/A	N/A
Price To Book	1.53 X	2.05 X	N/A	N/A	N/A	N/A	N/A	3.03 X
Five Year Return	10.12 %	2.33 %	6.14 %	-1.76 %	0.07 %	N/A	2.30 %	14.90 %
One Year Return	31.73 %	6.60 %	23.82 %	-3.32 %	4.79 %	N/A	4.39 %	31.51 %
Last Dividend Paid	0.06	0.18	N/A	0.02	0.02	0.0521	0.01	N/A
Price To Earning	22.63 X	20.89 X	N/A	N/A	N/A	N/A	N/A	2.39 X
Price To Sales	1.49 X	1.20 X	N/A	N/A	N/A	N/A	N/A	1.62 X
Cash Position Weight	10.71 %	24.27 %	2.68 %	4.74 %	0.15 %	6.85 %	1.25 %	1.67 %
Equity Positions Weight	43.22 %	15.63 %	97.32 %	95.26 %	N/A	19.69 %	N/A	98.33 %
Three Year Return	16.26 %	5.63 %	14.39 %	16.53 %	3.83 %	N/A	4.79 %	24.18 %
Annual Yield	0.01 %	0.02 %	0.03 %	0.03 %	0.0019 %	0.03 %	0.04 %	0.0033 %
Year To Date Return	11.43 %	0.70 %	0.42 %	2.97 %	0.03 %	N/A	0.19 %	0.08 %
Bond Positions Weight	N/A	0.19 %	N/A	N/A	94.37 %	72.35 %	17.18 %	N/A
Ten Year Return	2.64 %	2.23 %	N/A	N/A	N/A	N/A	1.81 %	9.81 %
Day Typical Price	18.48	12.92	14.12	11.61	8.6	10.63	7.88	23.47
Period Momentum Indicator	-0.22	0.01	-0.38	-0.13	-0.07	-0.01	-0.01	-0.38
Rate Of Daily Change	0.99	1.0	0.97	0.99	0.99	1.0	1.0	0.98
Day Median Price	18.48	12.92	14.12	11.61	8.6	10.63	7.88	23.47
Price Action Indicator	-0.11	0.005	-0.19	-0.07	-0.04	-0.01	-0.01	-0.19
Coefficient Of Variation	625.82	589.49	1025.9	-7,648	2070.37	-20,253	1682.39	-6,229
Mean Deviation	0.6851	0.0722	0.8152	0.2573	0.1757	0.174	0.0522	0.6238
Jensen Alpha	0.1299	0.0083	0.1851	0.0169	0.0018	-0.01	-0.0041	0.048
Total Risk Alpha	0.2511	0.017	0.2342	0.0227	0.0246	0.0138	0.0063	0.062
Sortino Ratio	0.1653	0.6436	0.1495	N/A	0.3563	N/A	0.6095	N/A
Downside Variance	1.96	0.0202	1.64	N/A	0.058	N/A	0.0176	N/A
Standard Deviation	0.9789	0.0976	1.19	0.3484	0.2229	0.2337	0.098	0.7917
Kurtosis	3.26	0.7756	5.83	1.12	0.2372	0.4014	5.64	0.522
Potential Upside	1.19	0.1555	1.7	0.4212	0.3468	0.2814	0.1274	1.09
Treynor Ratio	-0.76	0.3107	0.115	-0.04	0.065	0.5633	-3.48	-0.03
Maximum Drawdown	5.23	0.4658	9.06	1.77	1.13	1.03	0.5086	4.08
Variance	0.9582	0.0095	1.43	0.1214	0.0497	0.0546	0.0096	0.6268
Market Risk Adjusted Performance	-0.75	0.3207	0.125	-0.03	0.075	0.5733	-3.47	-0.02
Risk Adjusted Performance	0.1289	0.0634	0.0808	-0.02	0.0127	-0.03	-0.02	-0.01
Skewness	-1.10	-0.36	0.5471	-0.44	-0.06	-0.63	1.78	-0.05
Semi Deviation	1.08	0.0	1.11	N/A	0.1723	N/A	0.0	N/A
Information Ratio	0.2364	0.9384	0.1603	0.2023	0.3849	0.3161	0.8248	0.0787
Value At Risk	-1.54	-0.15	-1.74	-0.66	-0.35	-0.55	-0.13	-1.32
Expected Short fall	-0.65	-0.11	-0.80	N/A	-0.22	N/A	-0.20	N/A
Downside Deviation	1.4	0.1423	1.28	N/A	0.2408	N/A	0.1327	N/A
Semi Variance	1.17	-0.01	1.24	N/A	0.0297	N/A	-0.0028	N/A

TIMOTHY PLAN Competition Peer Performance Charts

How to Analyze TIMOTHY PLAN Against Peers

TIMOTHY PLAN's peer analysis compares TIMOTHY PLAN with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether TIMOTHY PLAN trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where TIMOTHY PLAN leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

The competition view for TIMOTHY PLAN includes both market-cap-weighted peers and natural business competitors, which are not always the same companies. Momentum comparison for TIMOTHY PLAN across peers can signal rotation when peers accelerate while TIMOTHY PLAN lags or vice versa. Standalone ratios for TIMOTHY PLAN can be misleading without the industry context that peer comparison provides. Relative comparison helps show where TIMOTHY PLAN is stronger or weaker against peers.

Unless otherwise specified, data for Timothy Plan Defensive is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board

Last reviewed on March 19th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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TIMOTHY PLAN Competition

Pair Correlation for TIMOTHY PLAN and VICTORY DIVERSIFIED Details

Moving together with TIMOTHY Mutual Fund

Specify up to 10 symbols:

TIMOTHY PLAN Competition Correlation Matrix

Risk-Adjusted Indicators

TIMOTHY PLAN Competitive Analysis

TIMOTHY PLAN Competition Peer Performance Charts

How to Analyze TIMOTHY PLAN Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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