Timothy Plan Large/Mid Cap Growth Fund (TLGAX)
The fund primarily invests at least 80% of its total assets in larger U.S. stocks. Larger stocks refer to the common stock of companies whose total market capitalization is generally greater than $2 billion. It invests using a growth investing style. Growth funds generally focus on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. These stocks typically have low dividend yields and above-average prices in relation to such measures as earnings and book value.
Fund Info
US8874327898
887432789
Oct 5, 2000
$1,000
Large-Cap
Growth
Expense Ratio
TLGAX has a high expense ratio of 1.61%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Timothy Plan Large/Mid Cap Growth Fund had a return of 3.45% year-to-date (YTD) and 13.81% in the last 12 months. Over the past 10 years, Timothy Plan Large/Mid Cap Growth Fund had an annualized return of 5.27%, while the S&P 500 had an annualized return of 11.26%, indicating that Timothy Plan Large/Mid Cap Growth Fund did not perform as well as the benchmark.
TLGAX
3.45%
-1.64%
1.07%
13.81%
8.26%
5.27%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of TLGAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.59% | 3.45% | |||||||||||
| 2024 | 2.42% | 5.78% | 2.65% | -4.76% | 4.83% | 3.64% | 0.16% | 2.73% | 1.44% | -1.20% | 6.35% | -9.32% | 14.45% |
| 2023 | 6.61% | -1.38% | 1.20% | -0.79% | 1.79% | 7.03% | 2.10% | -1.61% | -5.27% | -3.83% | 10.67% | 6.90% | 24.51% |
| 2022 | -9.58% | -2.32% | 2.46% | -8.77% | -0.36% | -8.01% | 8.61% | -4.28% | -8.18% | 6.94% | 7.46% | -14.07% | -28.67% |
| 2021 | -2.82% | 3.93% | 2.61% | 5.36% | 0.42% | 2.74% | 3.64% | 3.35% | -4.90% | 7.45% | 0.96% | -2.34% | 21.57% |
| 2020 | -0.44% | -7.13% | -14.18% | 12.12% | 7.13% | 1.26% | 6.80% | 5.30% | -1.61% | -1.74% | 10.94% | 3.19% | 20.11% |
| 2019 | 8.37% | 5.06% | 0.96% | 3.10% | -7.06% | 8.09% | 1.38% | -0.91% | -0.23% | 2.64% | 4.26% | -1.72% | 25.51% |
| 2018 | 5.74% | -3.58% | -1.91% | -1.61% | 3.50% | -0.45% | 1.36% | 3.69% | 0.65% | -10.49% | 1.32% | -13.93% | -16.30% |
| 2017 | 3.01% | 1.91% | 0.50% | 1.12% | 0.49% | -0.73% | 1.48% | -0.12% | 4.25% | 1.51% | 2.18% | -2.24% | 14.01% |
| 2016 | -7.19% | 0.15% | 5.80% | 0.84% | 2.79% | -0.82% | 3.15% | -0.40% | -0.67% | -2.28% | 5.07% | -0.26% | 5.67% |
| 2015 | -2.96% | 6.98% | -0.12% | -0.24% | 1.67% | -2.23% | -0.48% | -4.33% | -2.52% | 5.55% | 0.49% | -12.04% | -10.96% |
| 2014 | -3.17% | 5.80% | 0.36% | -2.14% | 2.91% | 2.71% | -2.41% | 4.24% | -2.26% | 1.50% | 2.62% | -9.98% | -0.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TLGAX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Timothy Plan Large/Mid Cap Growth Fund (TLGAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Timothy Plan Large/Mid Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.66 |
Dividend yield | 0.00% | 0.00% | 5.89% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.66 | $0.66 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 57.45%, occurring on Mar 9, 2009. Recovery took 1135 trading sessions.
The current Timothy Plan Large/Mid Cap Growth Fund drawdown is 7.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.45% | Oct 11, 2007 | 353 | Mar 9, 2009 | 1135 | Sep 11, 2013 | 1488 |
| -35.72% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -33.64% | Nov 17, 2021 | 280 | Dec 28, 2022 | 433 | Sep 19, 2024 | 713 |
| -30.07% | Dec 4, 2014 | 299 | Feb 11, 2016 | 484 | Jan 12, 2018 | 783 |
| -27.26% | Sep 21, 2018 | 65 | Dec 24, 2018 | 267 | Jan 16, 2020 | 332 |
Volatility
Volatility Chart
The current Timothy Plan Large/Mid Cap Growth Fund volatility is 5.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.