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RPMGX vs. TAAGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RPMGX vs. TAAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Timothy Plan Aggressive Growth Fund (TAAGX). The values are adjusted to include any dividend payments, if applicable.

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RPMGX vs. TAAGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RPMGX
T. Rowe Price Mid-Cap Growth Fund
-4.07%10.55%21.08%20.27%-22.51%14.94%24.16%31.53%-2.12%24.80%
TAAGX
Timothy Plan Aggressive Growth Fund
10.71%16.01%25.45%26.46%-25.98%17.90%36.11%27.71%-12.17%19.12%

Returns By Period

In the year-to-date period, RPMGX achieves a -4.07% return, which is significantly lower than TAAGX's 10.71% return. Over the past 10 years, RPMGX has underperformed TAAGX with an annualized return of 11.27%, while TAAGX has yielded a comparatively higher 13.08% annualized return.


RPMGX

1D
2.79%
1M
-6.50%
YTD
-4.07%
6M
3.44%
1Y
13.97%
3Y*
12.93%
5Y*
5.64%
10Y*
11.27%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RPMGX vs. TAAGX - Expense Ratio Comparison

RPMGX has a 0.72% expense ratio, which is lower than TAAGX's 1.61% expense ratio.


Return for Risk

RPMGX vs. TAAGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RPMGX
RPMGX Risk / Return Rank: 3535
Overall Rank
RPMGX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
RPMGX Sortino Ratio Rank: 3434
Sortino Ratio Rank
RPMGX Omega Ratio Rank: 3030
Omega Ratio Rank
RPMGX Calmar Ratio Rank: 4343
Calmar Ratio Rank
RPMGX Martin Ratio Rank: 4242
Martin Ratio Rank

TAAGX
TAAGX Risk / Return Rank: 9292
Overall Rank
TAAGX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
TAAGX Sortino Ratio Rank: 9090
Sortino Ratio Rank
TAAGX Omega Ratio Rank: 8585
Omega Ratio Rank
TAAGX Calmar Ratio Rank: 9797
Calmar Ratio Rank
TAAGX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RPMGX vs. TAAGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Growth Fund (RPMGX) 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.


RPMGXTAAGXDifference

Sharpe ratio

Return per unit of total volatility

0.72

2.01

-1.28

Sortino ratio

Return per unit of downside risk

1.20

2.66

-1.46

Omega ratio

Gain probability vs. loss probability

1.16

1.36

-0.20

Calmar ratio

Return relative to maximum drawdown

1.13

4.06

-2.93

Martin ratio

Return relative to average drawdown

4.47

17.43

-12.96

RPMGX vs. TAAGX - Sharpe Ratio Comparison

The current RPMGX Sharpe Ratio is 0.72, which is lower than the TAAGX Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of RPMGX 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.


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Sharpe Ratios by Period


RPMGXTAAGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

2.01

-1.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

0.49

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.60

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.23

+0.44

Correlation

The correlation between RPMGX 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

RPMGX vs. TAAGX - Dividend Comparison

RPMGX's dividend yield for the trailing twelve months is around 13.24%, more than TAAGX's 3.10% yield.


TTM20252024202320222021202020192018201720162015
RPMGX
T. Rowe Price Mid-Cap Growth Fund
13.24%12.70%20.43%6.35%2.60%10.52%4.53%5.29%12.12%8.04%3.45%9.51%
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

RPMGX vs. TAAGX - Drawdown Comparison

The maximum RPMGX drawdown since its inception was -54.66%, smaller than the maximum TAAGX drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for RPMGX and TAAGX.


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Drawdown Indicators


RPMGXTAAGXDifference

Max Drawdown

Largest peak-to-trough decline

-54.66%

-62.13%

+7.47%

Max Drawdown (1Y)

Largest decline over 1 year

-12.47%

-12.13%

-0.34%

Max Drawdown (5Y)

Largest decline over 5 years

-32.08%

-34.47%

+2.39%

Max Drawdown (10Y)

Largest decline over 10 years

-35.96%

-34.47%

-1.49%

Current Drawdown

Current decline from peak

-7.71%

-5.56%

-2.15%

Average Drawdown

Average peak-to-trough decline

-6.99%

-18.82%

+11.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

2.83%

+0.33%

Volatility

RPMGX vs. TAAGX - Volatility Comparison

The current volatility for T. Rowe Price Mid-Cap Growth Fund (RPMGX) is 5.75%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 9.62%. This indicates that RPMGX 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


RPMGXTAAGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.75%

9.62%

-3.87%

Volatility (6M)

Calculated over the trailing 6-month period

11.80%

16.80%

-5.00%

Volatility (1Y)

Calculated over the trailing 1-year period

19.72%

24.69%

-4.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.27%

22.94%

-3.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.06%

22.02%

-2.96%