- ISIN
- US8874323590
- CUSIP
- 887432359
- Issuer
- Timothy Plan
- Inception Date
- Apr 29, 2019
- Region
- North America (U.S.)
- Category
- Mid Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Victory U.S. Large Cap Volatility Weighted BRI Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $311M
Share Price Chart
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Performance
TPLC Performance Chart
Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) is up 9.8% since the beginning of the year. TPLC is currently trading at $50 per share. Investors who bought $1,000 worth of TPLC shares 5 years ago would now be looking at an investment worth $1,509.
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Returns By Period
Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) has returned 9.75% so far this year and 14.27% over the past 12 months.
Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund
- 1D
- 0.30%
- 1M
- 2.01%
- YTD
- 9.75%
- 6M
- 8.29%
- 1Y
- 14.27%
- 3Y*
- 13.63%
- 5Y*
- 8.58%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
TPLC Monthly Returns History
Based on dividend-adjusted daily data since May 1, 2019, TPLC's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.
Historically, 59% of months were positive and 41% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.75% | 4.50% | -5.59% | 5.46% | 0.28% | 1.39% | 9.75% | ||||||
| 2025 | 4.26% | -1.78% | -3.06% | -1.62% | 5.01% | 2.67% | 0.98% | 1.40% | 0.93% | -1.51% | 1.23% | -1.29% | 7.08% |
| 2024 | -0.34% | 5.73% | 4.81% | -5.53% | 2.95% | -0.70% | 4.23% | 2.20% | 1.99% | -1.77% | 7.30% | -7.40% | 13.10% |
| 2023 | 5.73% | -2.83% | 0.25% | -0.26% | -3.12% | 8.41% | 2.75% | -1.98% | -4.69% | -3.66% | 8.65% | 6.23% | 15.17% |
| 2022 | -7.36% | -1.87% | 3.53% | -6.36% | 0.95% | -8.82% | 9.80% | -3.27% | -8.98% | 9.17% | 6.69% | -4.30% | -12.58% |
| 2021 | -1.17% | 3.17% | 4.69% | 5.10% | 0.64% | 0.48% | 2.89% | 2.25% | -5.03% | 6.30% | -1.58% | 6.53% | 26.34% |
Benchmark Metrics
Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund has an annualized alpha of -1.47%, beta of 0.92, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since May 01, 2019.
- This ETF participated in 98.95% of S&P 500 Index downside but only 88.40% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.92 and R2 of 0.85, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -1.47%
- Beta
- 0.92
- R²
- 0.85
- Upside Capture
- 88.40%
- Downside Capture
- 98.95%
Expense Ratio
TPLC has an expense ratio of 0.52%, placing it in the medium range.
Return for Risk
Risk / Return Rank
TPLC ranks 37 for risk / return — below 37% 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.
Return / Risk — by metrics
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 S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TPLC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | 2.78 | -0.89 |
| Martin ratioReturn relative to average drawdown | 6.72 | 12.44 | -5.72 |
Dividends
Dividend History
Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund provided a 0.85% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.40 | $0.38 | $0.34 | $0.36 | $0.24 | $0.25 | $0.18 |
Dividend yield | 0.85% | 0.89% | 0.88% | 0.89% | 1.06% | 0.61% | 0.81% | 0.67% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.01 | $0.01 | $0.06 | $0.04 | $0.01 | $0.07 | $0.21 | ||||||
| 2025 | $0.00 | $0.04 | $0.03 | $0.04 | $0.01 | $0.06 | $0.03 | $0.01 | $0.07 | $0.03 | $0.01 | $0.08 | $0.40 |
| 2024 | $0.00 | $0.01 | $0.07 | $0.02 | $0.01 | $0.06 | $0.02 | $0.01 | $0.05 | $0.03 | $0.01 | $0.07 | $0.38 |
| 2023 | $0.00 | $0.01 | $0.05 | $0.03 | $0.01 | $0.06 | $0.02 | $0.01 | $0.04 | $0.03 | $0.02 | $0.07 | $0.34 |
| 2022 | $0.00 | $0.01 | $0.05 | $0.03 | $0.01 | $0.06 | $0.03 | $0.01 | $0.06 | $0.03 | $0.01 | $0.06 | $0.36 |
| 2021 | $0.00 | $0.01 | $0.02 | $0.02 | $0.01 | $0.03 | $0.03 | $0.01 | $0.03 | $0.02 | $0.01 | $0.04 | $0.24 |
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.
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Worst Drawdowns
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 0.50%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -38.02%Mar 2020 | 1mo 2d | 6mo 20d | 7mo 22dFeb 2020 - Oct 2020 |
Bear market2022 | -21.63%Sep 2022 | 9mo 4d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
2025 selloff2025 | -18.18%Apr 2025 | 4mo 7d | 3mo 18d | 7mo 25dDec 2024 - Jul 2025 |
2026 pullback2026 | -7.58%Mar 2026 | 27d | 2mo 4d | 3mo 1dMar 2026 - Jun 2026 |
2019 pullback2019 | -6.78%May 2019 | 1mo | 20d | 1mo 20dMay 2019 - Jun 2019 |
Drawdown Indicators
| TPLC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.02% | -56.78% | +18.76% |
Max Drawdown (1Y)Largest decline over 1 year | -7.58% | -9.10% | +1.52% |
Max Drawdown (3Y)Largest decline over 3 years | -18.18% | -18.90% | +0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | -25.43% | +3.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.50% | -1.80% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -10.71% | +5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.03% | +0.10% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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