TAAGX vs. LSHAX
Compare and contrast key facts about Timothy Plan Aggressive Growth Fund (TAAGX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX).
TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000. LSHAX is managed by Kinetics. It was launched on May 4, 2007.
Performance
TAAGX vs. LSHAX - Performance Comparison
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TAAGX vs. LSHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | -19.53% | 82.16% | -19.74% | 39.45% | 42.75% | 5.23% | 31.30% | -8.18% | 15.65% |
Returns By Period
In the year-to-date period, TAAGX achieves a 10.71% return, which is significantly lower than LSHAX's 52.24% return. Over the past 10 years, TAAGX has underperformed LSHAX with an annualized return of 13.08%, while LSHAX has yielded a comparatively higher 19.68% annualized return.
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%
LSHAX
- 1D
- 1.35%
- 1M
- -9.16%
- YTD
- 52.24%
- 6M
- 39.89%
- 1Y
- 5.11%
- 3Y*
- 29.81%
- 5Y*
- 17.52%
- 10Y*
- 19.68%
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TAAGX vs. LSHAX - Expense Ratio Comparison
TAAGX has a 1.61% expense ratio, which is lower than LSHAX's 1.68% expense ratio.
Return for Risk
TAAGX vs. LSHAX — Risk / Return Rank
TAAGX
LSHAX
TAAGX vs. LSHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX). 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.
| TAAGX | LSHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 0.17 | +1.83 |
Sortino ratioReturn per unit of downside risk | 2.66 | 0.53 | +2.14 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.07 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 4.06 | 0.22 | +3.84 |
Martin ratioReturn relative to average drawdown | 17.43 | 0.34 | +17.09 |
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
| TAAGX | LSHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 0.17 | +1.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.52 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.65 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.35 | -0.12 |
Correlation
The correlation between TAAGX and LSHAX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TAAGX vs. LSHAX - Dividend Comparison
TAAGX's dividend yield for the trailing twelve months is around 3.10%, less than LSHAX's 7.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 7.61% | 11.59% | 4.66% | 9.40% | 1.76% | 0.11% | 0.53% | 0.00% | 4.85% | 3.94% | 1.84% | 0.00% |
Drawdowns
TAAGX vs. LSHAX - Drawdown Comparison
The maximum TAAGX drawdown since its inception was -62.13%, smaller than the maximum LSHAX drawdown of -69.03%. Use the drawdown chart below to compare losses from any high point for TAAGX and LSHAX.
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Drawdown Indicators
| TAAGX | LSHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.13% | -69.03% | +6.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -37.04% | +24.91% |
Max Drawdown (5Y)Largest decline over 5 years | -34.47% | -45.79% | +11.32% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -50.78% | +16.31% |
Current DrawdownCurrent decline from peak | -5.56% | -14.39% | +8.83% |
Average DrawdownAverage peak-to-trough decline | -18.82% | -21.93% | +3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 24.26% | -21.43% |
Volatility
TAAGX vs. LSHAX - Volatility Comparison
Timothy Plan Aggressive Growth Fund (TAAGX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) have volatilities of 9.62% and 9.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAAGX | LSHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 9.79% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 27.10% | -10.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.69% | 40.80% | -16.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.94% | 33.69% | -10.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.02% | 30.16% | -8.14% |