CTIGX vs. TAAGX
Compare and contrast key facts about Calamos Timpani SMID Growth Fund (CTIGX) and Timothy Plan Aggressive Growth Fund (TAAGX).
CTIGX is managed by Calamos. It was launched on Jul 31, 2019. TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000.
Performance
CTIGX vs. TAAGX - Performance Comparison
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CTIGX vs. TAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CTIGX Calamos Timpani SMID Growth Fund | 0.46% | 21.21% | 44.09% | 12.26% | -34.88% | 7.64% | 58.94% | -3.80% |
TAAGX Timothy Plan Aggressive Growth Fund | 10.71% | 16.01% | 25.45% | 26.46% | -25.98% | 17.90% | 36.11% | 3.94% |
Returns By Period
In the year-to-date period, CTIGX achieves a 0.46% return, which is significantly lower than TAAGX's 10.71% return.
CTIGX
- 1D
- 5.87%
- 1M
- -6.37%
- YTD
- 0.46%
- 6M
- 4.63%
- 1Y
- 39.29%
- 3Y*
- 23.19%
- 5Y*
- 5.06%
- 10Y*
- —
TAAGX
- 1D
- 4.08%
- 1M
- -4.43%
- YTD
- 10.71%
- 6M
- 13.01%
- 1Y
- 48.03%
- 3Y*
- 22.34%
- 5Y*
- 11.13%
- 10Y*
- 13.08%
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CTIGX vs. TAAGX - Expense Ratio Comparison
CTIGX has a 1.10% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Return for Risk
CTIGX vs. TAAGX — Risk / Return Rank
CTIGX
TAAGX
CTIGX vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Timpani SMID Growth Fund (CTIGX) 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.
| CTIGX | TAAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 2.01 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.93 | 2.66 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.36 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.51 | 4.06 | -0.55 |
Martin ratioReturn relative to average drawdown | 12.62 | 17.43 | -4.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CTIGX | TAAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 2.01 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.49 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.23 | +0.18 |
Correlation
The correlation between CTIGX and TAAGX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CTIGX vs. TAAGX - Dividend Comparison
CTIGX's dividend yield for the trailing twelve months is around 4.57%, more than TAAGX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTIGX Calamos Timpani SMID Growth Fund | 4.57% | 4.59% | 2.80% | 0.00% | 0.00% | 11.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TAAGX Timothy Plan Aggressive Growth Fund | 3.10% | 3.44% | 8.81% | 3.12% | 3.06% | 8.89% | 5.75% | 0.00% | 7.57% | 0.00% | 0.00% | 15.71% |
Drawdowns
CTIGX vs. TAAGX - Drawdown Comparison
The maximum CTIGX drawdown since its inception was -46.26%, smaller than the maximum TAAGX drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for CTIGX and TAAGX.
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Drawdown Indicators
| CTIGX | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.26% | -62.13% | +15.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.56% | -12.13% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -46.26% | -34.47% | -11.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.47% | — |
Current DrawdownCurrent decline from peak | -6.37% | -5.56% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -18.82% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 2.83% | +0.38% |
Volatility
CTIGX vs. TAAGX - Volatility Comparison
Calamos Timpani SMID Growth Fund (CTIGX) has a higher volatility of 12.85% compared to Timothy Plan Aggressive Growth Fund (TAAGX) at 9.62%. This indicates that CTIGX's price experiences larger fluctuations and is considered to be riskier 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
| CTIGX | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.85% | 9.62% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 20.84% | 16.80% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.76% | 24.69% | +4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.85% | 22.94% | +3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.11% | 22.02% | +7.09% |