Timothy Plan Defensive Strategies Fund Class C

 (MUTF:TPDCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week
   
-0.18%  
4 week
   
-0.27%  
3 month   +1.76%
   
YTD   +1.29%
   
1 year   +0.27%
   
3 years*   +0.07%
   
5 years*
   
-1.25%  
*annualized
Best 3 month return+9.91%  
Worst 3 month return-7.81%  

Morningstar statistics

Morningstar category: Allocation--50% to 70% Equity
  Return Risk Rating
3 years Low Below Average
5 years Low Average
10 years     -     - -
Overall Low Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets59.57M 
Front load-  
Deferred load1.00%  
Expense ratio2.21%  
Management fee-  
Fund familyTimothy Plan 

Asset allocation

Cash3.11%  
Stocks47.33%  
Bonds32.74%  
Other16.83%  

Purchase information

Initial$1,000  
AIP Initial$50  
AIP Additional$50  
10.94-0.03(-0.27%)
Oct 19, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks the protection of principal through aggressive, proactive reactions to prevailing economic conditions. The fund invests varying percentages of its total assets in Real Estate Investment Trusts, Commodities-based securities, Various Fixed Income securities, TIPS and cash and cash equivalents. During times of significant market upheaval, it may take large, small, or even no position in any one or more of the Asset Classes, may invest in gold and other eligible precious metals to the maximum extent allowed, and/or may hold some or all of the fund's assets in cash and/or cash equivalents. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Mark Luchsinger (Started: Nov 4, 2009)
Adam De Chiara (Started: Sep 27, 2011)
Scott Hastings (Started: Jul 31, 2016)
Erik Olson (Started: Dec 31, 2014)
Arthur Ally (Started: Nov 4, 2009)
John Williams (Started: Nov 4, 2009)
David Hardin (Started: Nov 4, 2009)
J. Scott McDonald (Started: Nov 4, 2009)
Babak Zenouzi (Started: Aug 6, 2010)
Damon Andres (Started: Aug 6, 2010)
Advisor Company:
Timothy Partners Ltd
Fund family reports on Morningstar »
Timothy Plan, 1055 Maitland Center Commons, Maitland, FL 32759, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -10.91 -3.95 -6.83     -
Beta* 0.91 0.62 0.74     -
Mean annual return -0.11 0.00 -0.11     -
R-squared* 48.80 36.37 43.36     -
Standard deviation 4.09 6.26 6.70     -
Sharpe ratio -0.50 -0.06 -0.23     -
* Against standard index

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