Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC)

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The chart shows the growth of an initial investment of $10,000 in Timothy Plan Fund Timothy Plan US Large/Mid Cap Core 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 Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) has returned 2.36% so far this year and 10.43% over the past 12 months.

Based on dividend-adjusted daily data since May 1, 2019, TPLC's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, your investment would double in approximately 6.0 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2020 with a return of +12.4%, while the worst month was Mar 2020 at -15.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, TPLC closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.7%, while the worst single day was Mar 18, 2020 at -11.9%.

Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund has an annualized alpha of -0.70%, beta of 0.93, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since May 02, 2019.

• This ETF participated in 100.28% of S&P 500 Index downside but only 93.15% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.93 and R² of 0.86, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

TPLC has an expense ratio of 0.52%, placing it in the medium range.

TPLC ranks 34 for risk / return — below 34% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and compare them to a chosen benchmark (S&P 500 Index).

Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund provided a 0.89% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core 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 Fund Timothy Plan US Large/Mid Cap Core 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 Fund Timothy Plan US Large/Mid Cap Core Fund was 38.02%, occurring on Mar 23, 2020. Recovery took 140 trading sessions.

The current Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund drawdown is 5.76%.

The chart below shows the rolling one-month volatility.