PHSKX vs. TAAGX
PHSKX (Virtus KAR Mid-Cap Growth Fund) and TAAGX (Timothy Plan Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, PHSKX returned 10.31%/yr vs 15.35%/yr for TAAGX. Their correlation of 0.90 means they have usually moved in the same direction. PHSKX charges 1.24%/yr vs 1.61%/yr for TAAGX.
Performance
PHSKX vs. TAAGX - Performance Comparison
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Returns By Period
In the year-to-date period, PHSKX achieves a -4.10% return, which is significantly lower than TAAGX's 25.18% return. Over the past 10 years, PHSKX has underperformed TAAGX with an annualized return of 10.31%, while TAAGX has yielded a comparatively higher 15.35% annualized return.
PHSKX
- 1D
- 0.62%
- 1M
- 0.43%
- 6M
- -1.73%
- YTD
- -4.10%
- 1Y
- -8.04%
- 3Y*
- 0.29%
- 5Y*
- -4.63%
- 10Y*
- 10.31%
- ALL TIME*
- 7.92%
TAAGX
- 1D
- 3.59%
- 1M
- -5.26%
- 6M
- 14.57%
- YTD
- 25.18%
- 1Y
- 40.21%
- 3Y*
- 27.60%
- 5Y*
- 13.88%
- 10Y*
- 15.35%
- 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 |
PHSKX vs. TAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSKX Virtus KAR Mid-Cap Growth Fund | -4.10% | -3.58% | 7.43% | 22.00% | -33.46% | 1.23% | 63.29% | 44.03% | 7.44% | 33.54% |
TAAGX Timothy Plan Aggressive Growth Fund | 25.18% | 16.01% | 36.81% | 26.46% | -25.98% | 17.90% | 36.11% | 27.71% | -12.17% | 19.12% |
Correlation
The correlation between PHSKX and TAAGX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2000 | 0.90 |
Over the past year, the correlation between PHSKX and TAAGX has dropped to 0.65 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
PHSKX vs. TAAGX — Risk / Return Rank
PHSKX
TAAGX
PHSKX vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Growth Fund (PHSKX) 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.
| PHSKX | TAAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.04 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.25 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 2.43 | -2.88 |
| Martin ratioReturn relative to average drawdown | -0.97 | 9.82 | -10.79 |
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Drawdowns
PHSKX vs. TAAGX - Drawdown Comparison
The maximum PHSKX drawdown since its inception was -81.79%, which is greater than TAAGX's maximum drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for PHSKX and TAAGX.
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Drawdown Indicators
| PHSKX | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.79% | -62.13% | -19.66% |
Max Drawdown (1Y)Largest decline over 1 year | -23.77% | -14.93% | -8.84% |
Max Drawdown (3Y)Largest decline over 3 years | -27.26% | -29.24% | +1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -46.87% | -34.47% | -12.40% |
Max Drawdown (10Y)Largest decline over 10 years | -46.87% | -34.47% | -12.40% |
Current DrawdownCurrent decline from peak | -28.62% | -11.87% | -16.75% |
Average DrawdownAverage peak-to-trough decline | -29.38% | -18.61% | -10.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.15% | 3.72% | +7.43% |
Volatility
PHSKX vs. TAAGX - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Growth Fund (PHSKX) is 3.94%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 8.51%. This indicates that PHSKX 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
| PHSKX | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 8.51% | -4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 15.43% | 20.25% | -4.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 24.34% | -4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.91% | 24.00% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.55% | 22.54% | +1.01% |
PHSKX vs. TAAGX - Expense Ratio Comparison
PHSKX has a 1.24% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Dividends
PHSKX vs. TAAGX - Dividend Comparison
PHSKX's dividend yield for the trailing twelve months is around 48.32%, more than TAAGX's 2.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSKX Virtus KAR Mid-Cap Growth Fund | 48.32% | 46.34% | 0.00% | 0.00% | 0.00% | 1.53% | 0.10% | 0.62% | 2.19% | 6.10% | 1.60% | 1.54% |
TAAGX Timothy Plan Aggressive Growth Fund | 2.75% | 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
PHSKX and TAAGX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAAGX has higher volatility (8.51%) compared to PHSKX (3.94%). In terms of maximum drawdown, PHSKX dropped -81.79% vs TAAGX's -62.13%.
TAAGX currently has the higher Sharpe Ratio (1.49 vs -0.55), 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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