SDSCX vs. TAAGX
Compare and contrast key facts about BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and Timothy Plan Aggressive Growth Fund (TAAGX).
SDSCX is managed by Dreyfus. It was launched on Jan 4, 1988. TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000.
Performance
SDSCX vs. TAAGX - Performance Comparison
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SDSCX vs. TAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDSCX BNY Mellon Small/Mid Cap Growth Fund | -4.68% | 11.91% | 9.95% | 15.55% | -33.20% | -4.42% | 68.54% | 39.14% | -1.46% | 26.74% |
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, SDSCX achieves a -4.68% return, which is significantly lower than TAAGX's 10.71% return. Over the past 10 years, SDSCX has underperformed TAAGX with an annualized return of 10.84%, while TAAGX has yielded a comparatively higher 13.08% annualized return.
SDSCX
- 1D
- 3.99%
- 1M
- -10.19%
- YTD
- -4.68%
- 6M
- -4.45%
- 1Y
- 16.45%
- 3Y*
- 8.59%
- 5Y*
- -2.52%
- 10Y*
- 10.84%
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%
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SDSCX vs. TAAGX - Expense Ratio Comparison
SDSCX has a 0.70% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Return for Risk
SDSCX vs. TAAGX — Risk / Return Rank
SDSCX
TAAGX
SDSCX vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Small/Mid Cap Growth Fund (SDSCX) 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.
| SDSCX | TAAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 2.01 | -1.30 |
Sortino ratioReturn per unit of downside risk | 1.18 | 2.66 | -1.49 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.36 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 4.06 | -3.22 |
Martin ratioReturn relative to average drawdown | 3.26 | 17.43 | -14.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SDSCX | TAAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 2.01 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.49 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.60 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.23 | -0.23 |
Correlation
The correlation between SDSCX 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
SDSCX vs. TAAGX - Dividend Comparison
SDSCX's dividend yield for the trailing twelve months is around 54.86%, more than TAAGX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDSCX BNY Mellon Small/Mid Cap Growth Fund | 54.86% | 52.29% | 0.43% | 0.00% | 0.00% | 9.19% | 7.93% | 0.00% | 8.72% | 9.16% | 2.21% | 6.57% |
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
SDSCX vs. TAAGX - Drawdown Comparison
The maximum SDSCX drawdown since its inception was -99.19%, which is greater than TAAGX's maximum drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for SDSCX and TAAGX.
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Drawdown Indicators
| SDSCX | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.19% | -62.13% | -37.06% |
Max Drawdown (1Y)Largest decline over 1 year | -19.60% | -12.13% | -7.47% |
Max Drawdown (5Y)Largest decline over 5 years | -45.77% | -34.47% | -11.30% |
Max Drawdown (10Y)Largest decline over 10 years | -48.25% | -34.47% | -13.78% |
Current DrawdownCurrent decline from peak | -88.62% | -5.56% | -83.06% |
Average DrawdownAverage peak-to-trough decline | -75.09% | -18.82% | -56.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 2.83% | +2.25% |
Volatility
SDSCX vs. TAAGX - Volatility Comparison
The current volatility for BNY Mellon Small/Mid Cap Growth Fund (SDSCX) is 9.00%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 9.62%. This indicates that SDSCX 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
| SDSCX | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.00% | 9.62% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 16.07% | 16.80% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.66% | 24.69% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 22.94% | +1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 22.02% | +2.13% |