ISMD vs. TAAGX

In the year-to-date period, ISMD achieves a -9.84% return, which is significantly lower than TAAGX's -8.61% return.

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ISMD has a 0.57% expense ratio, which is lower than TAAGX's 1.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) 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.

The current ISMD Sharpe Ratio is -0.17, which is lower than the TAAGX Sharpe Ratio of -0.05. The chart below compares the historical Sharpe Ratios of ISMD and TAAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ISMD's dividend yield for the trailing twelve months is around 1.41%, less than TAAGX's 9.89% yield.

The maximum ISMD drawdown since its inception was -43.58%, smaller than the maximum TAAGX drawdown of -70.66%. Use the drawdown chart below to compare losses from any high point for ISMD and TAAGX. For additional features, visit the drawdowns tool.

The current volatility for Inspire Small/Mid Cap Impact ETF (ISMD) is 5.74%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 7.61%. This indicates that ISMD 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.