TPDCX Mutual Fund

NAV$17.30

Returns Overview

1 Month
-4.97%
3 Months
-3.39%
6 Months
+5.45%
YTD
+5.06%
1 Year
+18.44%
3 Years (annualized)
+12.78%
5 Years (annualized)
+7.30%
10 Years (annualized)
+5.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPDCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Timothy Defensive Strategies Fund Blended Index
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+6.73%
vs Peers
-1.67%

TPDCX Mutual Fund Performance

TPDCX performance across multiple time periods: 1-month -4.97%, YTD 5.06%, 1-year 18.44%, 3-year 12.78%, 5-year 7.30%, 10-year 5.63%.

TPDCX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

TPDCX performance comparison shows side-by-side returns with another fund. TPDCX alternatives are available in the Mutual Fund Screener.