Timothy Plan Large/Mid Cap Growth Fund (TLGAX)

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The chart shows the growth of an initial investment of $10,000 in Timothy Plan Large/Mid Cap 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 Large/Mid Cap Growth Fund (TLGAX) has returned -3.15% so far this year and 15.80% over the past 12 months. Over the last ten years, TLGAX has returned 11.48% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 25, 2000, TLGAX's average daily return is +0.03%, while the average monthly return is +0.50%. At this rate, your investment would double in approximately 11.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2001 with a return of +12.2%, while the worst month was Oct 2008 at -17.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, TLGAX closed higher 49% of trading days. The best single day was Nov 6, 2001 with a return of +44.4%, while the worst single day was Nov 7, 2001 at -30.1%.

Timothy Plan Large/Mid Cap Growth Fund has an annualized alpha of -0.20%, beta of 1.01, and R² of 0.60 versus S&P 500 Index. Calculated based on daily prices since October 26, 2000.

• This fund participated in 103.83% of S&P 500 Index downside but only 97.50% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.01 and R² of 0.60, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

TLGAX has a high expense ratio of 1.61%, indicating above-average management fees.

TLGAX ranks 40 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 Large/Mid Cap Growth Fund (TLGAX) and compare them to a chosen benchmark (S&P 500 Index).

Timothy Plan Large/Mid Cap Growth Fund provided a 13.00% dividend yield over the last twelve months, with an annual payout of $1.60 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Timothy Plan Large/Mid Cap 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 Large/Mid Cap 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 Large/Mid Cap Growth Fund was 61.24%, occurring on Mar 9, 2009. Recovery took 1108 trading sessions.

The current Timothy Plan Large/Mid Cap Growth Fund drawdown is 8.08%.

The chart below shows the rolling one-month volatility.