Timothy Plan Mutual Funds List
Here you can find all mutual funds issued by Timothy Plan and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 12
- Avg. Expense Ratio
- 1.36%
- Avg. 1 Year Return
- 19.88%
- Avg. 5 Year Return
- 6.77%
- Median Risk/Return Score
- 34 / 100
Timothy Plan Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | Oct 4, 2000 | 1.04% | 5.07% | 4.13% | 1.09% | 34 | ||||||||
| Timothy Plan Growth & Income Fund | Diversified Portfolio | Sep 30, 2013 | 1.02% | 3.83% | 3.20% | 1.89% | 24 | ||||||||
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | Nov 3, 2009 | 1.37% | 10.43% | 7.13% | 0.73% | 61 | ||||||||
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | Oct 4, 2000 | 1.09% | 6.77% | 5.50% | 1.09% | 33 |
Explore top Timothy Plan Mutual Fund Categories and Asset Classes
Timothy Plan Equity Mutual fundsTimothy Plan Multi-Asset Mutual fundsTimothy Plan Bond Mutual fundsTimothy Plan Allocation Mutual fundsTimothy Plan Diversified Portfolio Mutual fundsTimothy Plan Allocation--50% to 70% Equity Mutual fundsTimothy Plan Foreign Large Cap Equities Mutual fundsTimothy Plan High Yield Bonds Mutual fundsTimothy Plan Intermediate Core Bond Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Timothy Plan Mutual funds by Risk/Return Score
The top Timothy Plan Mutual funds by PortfoliosLab Risk/Return Score are TAAGX (88) and TPHAX (73).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 88 | — | Oct 2000 | |
| Timothy Plan High Yield Bond Fund | 73 | — | May 2007 | |
| Timothy Plan Defensive Strategies Fund Class I | 62 | — | Aug 2013 | |
| Timothy Plan Defensive Strategies Fund | 61 | — | Nov 2009 | |
| Timothy Plan Large/Mid Cap Growth Fund | 52 | — | Oct 2000 |
Best-Performing Timothy Plan Mutual funds Over 5 Years
The top Timothy Plan Mutual funds is TAAGX (17.38%).
Across the lineup, Timothy Plan Mutual funds show an average 1-year return of 19.88% and an average 5-year return of 6.77%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 17.38% | — | Oct 2000 | |
| Timothy Plan Large/Mid Cap Growth Fund | 13.42% | — | Oct 2000 | |
| Timothy Plan Large/Mid Cap Value Fund | 9.72% | — | Jul 1999 | |
| Timothy Plan Defensive Strategies Fund Class I | 8.63% | — | Aug 2013 | |
| Timothy Plan Defensive Strategies Fund | 8.37% | — | Nov 2009 |
Lowest-Cost Timothy Plan Mutual funds
The top Timothy Plan Mutual funds is TIGIX (1.02%).
With an average expense ratio of 1.36%, Timothy Plan Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Timothy Plan Growth & Income Fund | 1.02% | — | Sep 2013 | |
| Timothy Plan Conservative Growth Fund | 1.04% | — | Oct 2000 | |
| Timothy Plan Defensive Strategies Fund Class I | 1.09% | — | Aug 2013 | |
| Timothy Plan Strategic Growth Fund | 1.09% | — | Oct 2000 | |
| Timothy Plan Fixed Income Fund | 1.34% | — | Jul 1999 |
Highest-Yield Timothy Plan Mutual funds
The top Timothy Plan Mutual funds is TLGAX (10.55%).
Across the lineup, Timothy Plan Mutual funds show an average dividend yield of 3.55%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Timothy Plan Large/Mid Cap Growth Fund | 10.55% | — | Oct 2000 | |
| Timothy Plan Large/Mid Cap Value Fund | 8.52% | — | Jul 1999 | |
| Timothy Plan High Yield Bond Fund | 5.70% | — | May 2007 | |
| Timothy Plan Small Cap Value Fund | 4.78% | — | Mar 1994 | |
| Timothy Plan Fixed Income Fund | 3.05% | — | Jul 1999 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.