ALMRX vs. TAAGX
ALMRX (Alger MidCap Growth Institutional Fund) and TAAGX (Timothy Plan Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, ALMRX returned 12.95%/yr vs 17.25%/yr for TAAGX. At a 0.47 correlation, their price movements are largely independent. ALMRX charges 1.44%/yr vs 1.61%/yr for TAAGX.
Performance
ALMRX vs. TAAGX - Performance Comparison
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Returns By Period
In the year-to-date period, ALMRX achieves a 8.38% return, which is significantly lower than TAAGX's 42.04% return. Over the past 10 years, ALMRX has underperformed TAAGX with an annualized return of 12.95%, while TAAGX has yielded a comparatively higher 17.25% annualized return.
ALMRX
- 1D
- -0.58%
- 1M
- 7.02%
- YTD
- 8.38%
- 6M
- 6.61%
- 1Y
- 19.62%
- 3Y*
- 17.67%
- 5Y*
- 3.55%
- 10Y*
- 12.95%
TAAGX
- 1D
- 1.60%
- 1M
- 9.12%
- YTD
- 42.04%
- 6M
- 39.72%
- 1Y
- 66.27%
- 3Y*
- 36.09%
- 5Y*
- 17.84%
- 10Y*
- 17.25%
ALMRX vs. TAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALMRX Alger MidCap Growth Institutional Fund | 8.38% | 17.01% | 20.02% | 22.68% | -35.28% | 6.17% | 64.25% | 29.79% | -7.77% | 28.75% |
TAAGX Timothy Plan Aggressive Growth Fund | 42.04% | 16.01% | 36.81% | 26.46% | -25.98% | 17.90% | 36.11% | 27.71% | -12.17% | 19.12% |
Correlation
The correlation between ALMRX and TAAGX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2000 | 0.47 |
Over the past year, ALMRX and TAAGX have become more correlated (0.81) than their long-term average of 0.47, meaning their price movements have been converging.
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Return for Risk
ALMRX vs. TAAGX — Risk / Return Rank
ALMRX
TAAGX
ALMRX vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger MidCap Growth Institutional Fund (ALMRX) and Timothy Plan Aggressive Growth Fund (TAAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| ALMRX | TAAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.49 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | 7.33 | -6.03 |
| Martin ratioReturn relative to average drawdown | 4.17 | 28.11 | -23.95 |
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Drawdowns
ALMRX vs. TAAGX - Drawdown Comparison
The maximum ALMRX drawdown since its inception was -73.80%, which is greater than TAAGX's maximum drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for ALMRX and TAAGX.
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Drawdown Indicators
| ALMRX | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.80% | -62.13% | -11.67% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -9.26% | -6.80% |
Max Drawdown (3Y)Largest decline over 3 years | -26.71% | -29.24% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -64.01% | -34.47% | -29.54% |
Max Drawdown (10Y)Largest decline over 10 years | -64.01% | -34.47% | -29.54% |
Current DrawdownCurrent decline from peak | -30.01% | 0.00% | -30.01% |
Average DrawdownAverage peak-to-trough decline | -22.22% | -18.66% | -3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 2.41% | +2.59% |
Volatility
ALMRX vs. TAAGX - Volatility Comparison
The current volatility for Alger MidCap Growth Institutional Fund (ALMRX) is 6.88%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 9.03%. This indicates that ALMRX experiences smaller price fluctuations and is considered to be less risky than TAAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALMRX | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 9.03% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 15.64% | 18.23% | -2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 22.32% | -2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.54% | 23.63% | +24.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.84% | 22.44% | +15.40% |
ALMRX vs. TAAGX - Expense Ratio Comparison
ALMRX has a 1.44% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Dividends
ALMRX vs. TAAGX - Dividend Comparison
ALMRX has not paid dividends to shareholders, while TAAGX's dividend yield for the trailing twelve months is around 2.42%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALMRX Alger MidCap Growth Institutional Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 77.91% | 12.19% | 8.56% | 7.91% | 0.00% | 0.00% | 0.00% |
TAAGX Timothy Plan Aggressive Growth Fund | 2.42% | 3.44% | 17.62% | 3.12% | 3.06% | 8.89% | 5.75% | 0.00% | 7.57% | 0.00% | 0.00% | 15.71% |
Frequently Asked Questions
ALMRX and TAAGX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAAGX has higher volatility (9.03%) compared to ALMRX (6.88%). In terms of maximum drawdown, ALMRX dropped -73.80% vs TAAGX's -62.13%.
TAAGX currently has the higher Sharpe Ratio (3.05 vs 1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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