TPDIX Mutual Fund

NAV$18.70

Returns Overview

1 Month
-4.86%
3 Months
-3.12%
6 Months
+6.01%
YTD
+5.57%
1 Year
+19.71%
3 Years (annualized)
+13.92%
5 Years (annualized)
+8.38%
10 Years (annualized)
+6.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPDIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Timothy Defensive Strategies Fund Blended Index
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+6.73%
vs Peers
-1.15%

TPDIX Mutual Fund Performance

TPDIX performance across multiple time periods: 1-month -4.86%, YTD 5.57%, 1-year 19.71%, 3-year 13.92%, 5-year 8.38%, 10-year 6.70%.

TPDIX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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