TAAGX vs. NEEGX
TAAGX (Timothy Plan Aggressive Growth Fund) and NEEGX (Needham Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, TAAGX returned 15.50%/yr vs 14.25%/yr for NEEGX. Their correlation of 0.88 means they have usually moved in the same direction. TAAGX charges 1.61%/yr vs 1.78%/yr for NEEGX.
Performance
TAAGX vs. NEEGX - Performance Comparison
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Returns By Period
In the year-to-date period, TAAGX achieves a 25.25% return, which is significantly lower than NEEGX's 35.60% return. Over the past 10 years, TAAGX has outperformed NEEGX with an annualized return of 15.50%, while NEEGX has yielded a comparatively lower 14.25% annualized return.
TAAGX
- 1D
- 0.06%
- 1M
- -5.20%
- 6M
- 12.70%
- YTD
- 25.25%
- 1Y
- 40.29%
- 3Y*
- 27.50%
- 5Y*
- 13.89%
- 10Y*
- 15.50%
- ALL TIME*
- 6.19%
NEEGX
- 1D
- 0.82%
- 1M
- -9.28%
- 6M
- 16.86%
- YTD
- 35.60%
- 1Y
- 52.57%
- 3Y*
- 17.29%
- 5Y*
- 8.99%
- 10Y*
- 14.25%
- ALL TIME*
- 12.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
NEEGX Needham Growth Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
TAAGX vs. NEEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAAGX Timothy Plan Aggressive Growth Fund | 25.25% | 16.01% | 36.81% | 26.46% | -25.98% | 17.90% | 36.11% | 27.71% | -12.17% | 19.12% |
NEEGX Needham Growth Fund | 35.60% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -10.56% | 8.33% |
Correlation
The correlation between TAAGX and NEEGX is 0.90, 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. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2000 | 0.88 |
The correlation between TAAGX and NEEGX has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.
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Return for Risk
TAAGX vs. NEEGX — Risk / Return Rank
TAAGX
NEEGX
TAAGX vs. NEEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and Needham Growth Fund (NEEGX). 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.
| TAAGX | NEEGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 2.18 | +0.38 |
| Martin ratioReturn relative to average drawdown | 10.13 | 8.91 | +1.23 |
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Drawdowns
TAAGX vs. NEEGX - Drawdown Comparison
The maximum TAAGX drawdown since its inception was -62.13%, which is greater than NEEGX's maximum drawdown of -53.60%. Use the drawdown chart below to compare losses from any high point for TAAGX and NEEGX.
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Drawdown Indicators
| TAAGX | NEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.13% | -53.60% | -8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.93% | -23.15% | +8.22% |
Max Drawdown (3Y)Largest decline over 3 years | -29.24% | -38.66% | +9.42% |
Max Drawdown (5Y)Largest decline over 5 years | -34.47% | -43.35% | +8.88% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -43.35% | +8.88% |
Current DrawdownCurrent decline from peak | -11.82% | -17.98% | +6.16% |
Average DrawdownAverage peak-to-trough decline | -18.61% | -10.88% | -7.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 5.65% | -1.90% |
Volatility
TAAGX vs. NEEGX - Volatility Comparison
The current volatility for Timothy Plan Aggressive Growth Fund (TAAGX) is 8.23%, while Needham Growth Fund (NEEGX) has a volatility of 12.54%. This indicates that TAAGX experiences smaller price fluctuations and is considered to be less risky than NEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAAGX | NEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.23% | 12.54% | -4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 20.24% | 26.85% | -6.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.31% | 32.47% | -8.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 29.41% | -5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.54% | 25.90% | -3.36% |
TAAGX vs. NEEGX - Expense Ratio Comparison
TAAGX has a 1.61% expense ratio, which is lower than NEEGX's 1.78% expense ratio.
Dividends
TAAGX vs. NEEGX - Dividend Comparison
TAAGX's dividend yield for the trailing twelve months is around 2.74%, less than NEEGX's 5.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 5.58% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
TAAGX Timothy Plan Aggressive Growth Fund | 2.74% | 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
With a correlation of 0.90, TAAGX and NEEGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
NEEGX has higher volatility (12.54%) compared to TAAGX (8.23%). In terms of maximum drawdown, TAAGX dropped -62.13% vs NEEGX's -53.60%.
TAAGX currently has the higher Sharpe Ratio (1.57 vs 1.55), 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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