FDEGX vs. TAAGX
FDEGX (Fidelity Growth Strategies Fund) and TAAGX (Timothy Plan Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, FDEGX returned 11.32%/yr vs 15.50%/yr for TAAGX. Their correlation of 0.92 means they have usually moved in the same direction. FDEGX charges 0.69%/yr vs 1.61%/yr for TAAGX.
Performance
FDEGX vs. TAAGX - Performance Comparison
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Returns By Period
In the year-to-date period, FDEGX achieves a 4.13% return, which is significantly lower than TAAGX's 25.25% return. Over the past 10 years, FDEGX has underperformed TAAGX with an annualized return of 11.32%, while TAAGX has yielded a comparatively higher 15.50% annualized return.
FDEGX
- 1D
- 0.48%
- 1M
- -6.20%
- 6M
- 3.37%
- YTD
- 4.13%
- 1Y
- -5.01%
- 3Y*
- 11.67%
- 5Y*
- 4.78%
- 10Y*
- 11.32%
- ALL TIME*
- 9.44%
TAAGX
- 1D
- 0.06%
- 1M
- -5.20%
- 6M
- 12.70%
- YTD
- 25.25%
- 1Y
- 40.29%
- 3Y*
- 27.50%
- 5Y*
- 13.89%
- 10Y*
- 15.50%
- ALL TIME*
- 6.19%
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 |
FDEGX vs. TAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 4.13% | 2.88% | 26.57% | 20.93% | -26.50% | 21.30% | 29.34% | 36.59% | -6.92% | 21.03% |
TAAGX Timothy Plan Aggressive Growth Fund | 25.25% | 16.01% | 36.81% | 26.46% | -25.98% | 17.90% | 36.11% | 27.71% | -12.17% | 19.12% |
Correlation
The correlation between FDEGX and TAAGX is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2000 | 0.92 |
The correlation between FDEGX and TAAGX has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.
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Return for Risk
FDEGX vs. TAAGX — Risk / Return Rank
FDEGX
TAAGX
FDEGX vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund (FDEGX) 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.
| FDEGX | TAAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.85 | ||
| Sortino ratioReturn per unit of downside risk | -2.35 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.27 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | 2.55 | -2.88 |
| Martin ratioReturn relative to average drawdown | -0.80 | 10.13 | -10.94 |
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Drawdowns
FDEGX vs. TAAGX - Drawdown Comparison
The maximum FDEGX drawdown since its inception was -85.96%, which is greater than TAAGX's maximum drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for FDEGX and TAAGX.
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Drawdown Indicators
| FDEGX | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.96% | -62.13% | -23.83% |
Max Drawdown (1Y)Largest decline over 1 year | -20.45% | -14.93% | -5.52% |
Max Drawdown (3Y)Largest decline over 3 years | -26.04% | -29.24% | +3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -36.62% | -34.47% | -2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.62% | -34.47% | -2.15% |
Current DrawdownCurrent decline from peak | -10.69% | -11.82% | +1.13% |
Average DrawdownAverage peak-to-trough decline | -36.68% | -18.61% | -18.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.45% | 3.75% | +4.70% |
Volatility
FDEGX vs. TAAGX - Volatility Comparison
The current volatility for Fidelity Growth Strategies Fund (FDEGX) is 7.75%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 8.23%. This indicates that FDEGX 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
| FDEGX | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 8.23% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 18.44% | 20.24% | -1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.04% | 24.31% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.73% | 23.99% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.23% | 22.54% | -0.31% |
FDEGX vs. TAAGX - Expense Ratio Comparison
FDEGX has a 0.69% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Dividends
FDEGX vs. TAAGX - Dividend Comparison
FDEGX has not paid dividends to shareholders, while TAAGX's dividend yield for the trailing twelve months is around 2.74%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 0.00% | 0.00% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.05% | 0.59% | 0.13% |
TAAGX Timothy Plan Aggressive Growth Fund | 2.74% | 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
FDEGX and TAAGX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAAGX has higher volatility (8.23%) compared to FDEGX (7.75%). In terms of maximum drawdown, FDEGX dropped -85.96% vs TAAGX's -62.13%.
TAAGX currently has the higher Sharpe Ratio (1.57 vs -0.28), 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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