RPTTX vs. TAAGX
RPTTX (T. Rowe Price Diversified Mid Cap Growth I) and TAAGX (Timothy Plan Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, RPTTX returned 5.32%/yr vs 13.88%/yr for TAAGX. Their correlation of 0.92 means they have usually moved in the same direction. RPTTX charges 0.67%/yr vs 1.61%/yr for TAAGX.
Performance
RPTTX vs. TAAGX - Performance Comparison
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Returns By Period
In the year-to-date period, RPTTX achieves a 1.95% return, which is significantly lower than TAAGX's 25.18% return.
RPTTX
- 1D
- 2.45%
- 1M
- -3.50%
- 6M
- 2.17%
- YTD
- 1.95%
- 1Y
- 1.08%
- 3Y*
- 12.86%
- 5Y*
- 5.32%
- 10Y*
- —
- ALL TIME*
- 12.23%
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 |
RPTTX vs. TAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPTTX T. Rowe Price Diversified Mid Cap Growth I | 1.95% | 10.48% | 23.99% | 21.00% | -24.50% | 13.69% | 32.02% | 38.08% | -3.02% | 13.20% |
TAAGX Timothy Plan Aggressive Growth Fund | 25.18% | 16.01% | 36.81% | 26.46% | -25.98% | 17.90% | 36.11% | 27.71% | -12.17% | 10.60% |
Correlation
The correlation between RPTTX and TAAGX is 0.84, 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. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since May 4, 2017 | 0.92 |
The correlation between RPTTX and TAAGX has been stable across timeframes, ranging from 0.84 to 0.92 - a consistent structural relationship.
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Return for Risk
RPTTX vs. TAAGX — Risk / Return Rank
RPTTX
TAAGX
RPTTX vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Diversified Mid Cap Growth I (RPTTX) 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.
| RPTTX | TAAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.53 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.06 | 2.43 | -2.48 |
| Martin ratioReturn relative to average drawdown | -0.17 | 9.82 | -9.99 |
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Drawdowns
RPTTX vs. TAAGX - Drawdown Comparison
The maximum RPTTX drawdown since its inception was -35.91%, smaller than the maximum TAAGX drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for RPTTX and TAAGX.
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Drawdown Indicators
| RPTTX | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.91% | -62.13% | +26.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.08% | -14.93% | +0.85% |
Max Drawdown (3Y)Largest decline over 3 years | -25.04% | -29.24% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -35.62% | -34.47% | -1.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.47% | — |
Current DrawdownCurrent decline from peak | -5.85% | -11.87% | +6.02% |
Average DrawdownAverage peak-to-trough decline | -8.35% | -18.61% | +10.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 3.72% | +0.98% |
Volatility
RPTTX vs. TAAGX - Volatility Comparison
The current volatility for T. Rowe Price Diversified Mid Cap Growth I (RPTTX) is 5.22%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 8.51%. This indicates that RPTTX 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
| RPTTX | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 8.51% | -3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.46% | 20.25% | -5.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 24.34% | -6.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.02% | 24.00% | -1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.03% | 22.54% | -0.51% |
RPTTX vs. TAAGX - Expense Ratio Comparison
RPTTX has a 0.67% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Dividends
RPTTX vs. TAAGX - Dividend Comparison
RPTTX's dividend yield for the trailing twelve months is around 7.74%, more than TAAGX's 2.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPTTX T. Rowe Price Diversified Mid Cap Growth I | 7.74% | 7.89% | 8.53% | 6.85% | 1.22% | 10.29% | 4.89% | 2.13% | 5.38% | 3.81% | 0.00% | 0.00% |
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
RPTTX and TAAGX have a correlation of 0.84, 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 RPTTX (5.22%). In terms of maximum drawdown, RPTTX dropped -35.91% vs TAAGX's -62.13%.
TAAGX currently has the higher Sharpe Ratio (1.49 vs -0.04), 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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