BFGUX vs. TAAGX
BFGUX (Baron Focused Growth Fund R6 Shares) and TAAGX (Timothy Plan Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, BFGUX returned 11.61%/yr vs 14.29%/yr for TAAGX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. BFGUX charges 1.05%/yr vs 1.61%/yr for TAAGX.
Performance
BFGUX vs. TAAGX - Performance Comparison
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Returns By Period
In the year-to-date period, BFGUX achieves a 0.13% return, which is significantly lower than TAAGX's 26.34% return.
BFGUX
- 1D
- 3.47%
- 1M
- -4.81%
- 6M
- 2.26%
- YTD
- 0.13%
- 1Y
- 13.67%
- 3Y*
- 17.19%
- 5Y*
- 11.61%
- 10Y*
- —
- ALL TIME*
- 20.66%
TAAGX
- 1D
- -0.40%
- 1M
- -7.37%
- 6M
- 14.49%
- YTD
- 26.34%
- 1Y
- 39.11%
- 3Y*
- 28.19%
- 5Y*
- 14.29%
- 10Y*
- 15.43%
- ALL TIME*
- 6.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BFGUX vs. TAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFGUX Baron Focused Growth Fund R6 Shares | 0.13% | 22.26% | 29.85% | 27.75% | -28.03% | 18.99% | 122.96% | 30.33% | 4.07% | 26.67% |
TAAGX Timothy Plan Aggressive Growth Fund | 26.34% | 16.01% | 36.81% | 26.46% | -25.98% | 17.90% | 36.11% | 27.71% | -12.17% | 19.12% |
Correlation
The correlation between BFGUX and TAAGX is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2016 | 0.74 |
Over the past year, the correlation between BFGUX and TAAGX has dropped to 0.37 - well below their long-term average of 0.74, suggesting their price drivers have been diverging.
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Return for Risk
BFGUX vs. TAAGX — Risk / Return Rank
BFGUX
TAAGX
BFGUX vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund R6 Shares (BFGUX) 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.
| BFGUX | TAAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.07 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.28 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | 3.46 | -2.61 |
| Martin ratioReturn relative to average drawdown | 2.95 | 11.67 | -8.72 |
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Drawdowns
BFGUX vs. TAAGX - Drawdown Comparison
The maximum BFGUX drawdown since its inception was -43.60%, smaller than the maximum TAAGX drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for BFGUX and TAAGX.
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Drawdown Indicators
| BFGUX | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.60% | -62.13% | +18.53% |
Max Drawdown (1Y)Largest decline over 1 year | -16.48% | -11.56% | -4.92% |
Max Drawdown (3Y)Largest decline over 3 years | -20.98% | -29.24% | +8.26% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -34.47% | -1.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.47% | — |
Current DrawdownCurrent decline from peak | -13.59% | -11.05% | -2.54% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -18.61% | +8.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 3.43% | +1.31% |
Volatility
BFGUX vs. TAAGX - Volatility Comparison
Baron Focused Growth Fund R6 Shares (BFGUX) and Timothy Plan Aggressive Growth Fund (TAAGX) have volatilities of 7.56% and 7.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFGUX | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 7.92% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 17.06% | 19.72% | -2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 23.92% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.02% | 23.91% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.39% | 22.50% | +1.89% |
BFGUX vs. TAAGX - Expense Ratio Comparison
BFGUX has a 1.05% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Dividends
BFGUX vs. TAAGX - Dividend Comparison
BFGUX has not paid dividends to shareholders, while TAAGX's dividend yield for the trailing twelve months is around 2.72%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGUX Baron Focused Growth Fund R6 Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.78% | 15.00% | 2.78% | 1.74% | 1.05% | 2.08% | 5.92% | 0.00% |
TAAGX Timothy Plan Aggressive Growth Fund | 2.72% | 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
BFGUX and TAAGX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAAGX has higher volatility (7.92%) compared to BFGUX (7.56%). In terms of maximum drawdown, BFGUX dropped -43.60% vs TAAGX's -62.13%.
TAAGX currently has the higher Sharpe Ratio (1.68 vs 0.61), 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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