Timothy Plan Conservative Growth Fund (TCGAX)

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The chart shows the growth of an initial investment of $10,000 in Timothy Plan Conservative Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Timothy Plan Conservative Growth Fund (TCGAX) has returned -0.09% so far this year and 8.83% over the past 12 months. Over the last ten years, TCGAX has returned 3.75% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 17, 2000, TCGAX's average daily return is +0.01%, while the average monthly return is +0.29%. At this rate, your investment would double in approximately 19.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Oct 2011 with a return of +7.5%, while the worst month was Oct 2008 at -15.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, TCGAX closed higher 49% of trading days. The best single day was Oct 13, 2008 with a return of +6.5%, while the worst single day was Oct 15, 2008 at -5.7%.

Timothy Plan Conservative Growth Fund has an annualized alpha of -0.37%, beta of 0.49, and R² of 0.84 versus S&P 500 Index. Calculated based on daily prices since October 18, 2000.

• This fund participated in 64.23% of S&P 500 Index downside but only 51.52% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.49 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

TCGAX has a high expense ratio of 1.04%, indicating above-average management fees.

TCGAX ranks 50 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Timothy Plan Conservative Growth Fund (TCGAX) and compare them to a chosen benchmark (S&P 500 Index).

Timothy Plan Conservative Growth Fund provided a 1.15% dividend yield over the last twelve months, with an annual payout of $0.13 per share.

The table displays the monthly dividend distributions for Timothy Plan Conservative Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Timothy Plan Conservative Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Timothy Plan Conservative Growth Fund was 40.54%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.

The current Timothy Plan Conservative Growth Fund drawdown is 5.40%.

The chart below shows the rolling one-month volatility.