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Performance of the Funds

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Performance Overview

There are several key indicators for measuring portfolio performance. At Timothy Plan, our goal is to provide accurate information in a timely manner to assist in all aspects of evaluation. Performance tools that are available include: Quarterly Fact Sheets, Index Comparison, Net Asset Value and Management Expense Ratio. Additionally, we would recommend talking with your broker.

Just The Facts

Important Consumer Information

Investing involves risk, including the potential loss of principal.

BEFORE INVESTING, CAREFULLY CONSIDER THE FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES OF THE INVESTMENT COMPANY. THIS AND OTHER IMPORTANT INFORMATION CAN BE FOUND IN THE FUND’S PROSPECTUS. TO OBTAIN A COPY, VISIT TIMOTHYPLAN.COM OR CALL 800.846.7526. READ EACH PROSPECTUS CAREFULLY BEFORE INVESTING.
Because the Timothy Plan Funds do not invest in excluded securities, the Funds may be riskier than other funds that invest in a broader array of securities. There are risks when a fund limits its investments to particular sized companies, and all companies are subject to market risk. The Fund recently experienced significant negative short-term performance due to market volatility associated with the Covid-19 pandemic.

MUTUAL FUND INVESTOR

To read more about our mutual funds, please click this link to access fund information, including the prospectus, fact sheets, performance, and holdings for each fund. A prospectus is available from the Fund or your financial professional that contains more complete, important information. Please read it carefully before investing. Mutual Funds distributed by Timothy Partners, Ltd. Member FINRA.
a. INTERNATIONAL FUNDS, compared to domestic funds, have added risk from currency fluctuations and exchange risks, a more relaxed regulatory environment, more rapid and extreme changes in value due to smaller market sizes, or possible adverse political activities. Investment portfolios that are limited to specific geographic regions or countries may also increase the risk of loss, as does limiting the number of companies available for investing. Emerging markets or emerging economies are nations with social or business activity in the process of rapid growth and/or industrialization.
b. BOND FUNDS are not FDIC insured and are subject to yield and market risk as the interest rates fluctuate, as compared to Certificates of Deposits which offer a fixed rate of return and are FDIC insured. The degree of risk for a security may be reflected in its credit rating. Bonds in the High Yield Bond Fund that are rated at BBB or lower by Standard & Poor's, or that are unrated are subject to greater market risk and credit risk, or loss of principal and interest, than higher rated securities.
c. DIVERSIFICATION does not guarantee a profit or protect against loss.
d. SMALL CAP FUNDS invest in smaller company stocks which tend to be more volatile than securities of larger, more established companies. They are generally bought and sold in smaller quantities and may not be as liquid. All of these instances may increase your risk.

HEADQUARTERS:

MUTUAL FUND SHAREHOLDER SERVICES:

ETF INVESTOR

To read more about our ETFs, please click this link to access fund information, including fact sheets, performance and holdings for each fund. A prospectus is available from the Fund or your financial professional that contains more complete, important information. Please read it carefully before investing. ETFs distributed by Foreside Fund Services, LLC, Member FINRA. Timothy Partners, Ltd. is not affiliated with Foreside Fund Services, LLC.

ETF SHAREHOLDER SERVICES:

  • Contact your financial advisor for information regarding your account.
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