Correlation
The correlation between TAAGX and SPY is 0.86, 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.
TAAGX vs. SPY
Compare and contrast key facts about Timothy Plan Aggressive Growth Fund (TAAGX) and SPDR S&P 500 ETF (SPY).
TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAAGX or SPY.
Performance
TAAGX vs. SPY - Performance Comparison
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Key characteristics
TAAGX:
0.10
SPY:
0.68
TAAGX:
0.31
SPY:
1.11
TAAGX:
1.04
SPY:
1.16
TAAGX:
0.08
SPY:
0.75
TAAGX:
0.22
SPY:
2.86
TAAGX:
10.57%
SPY:
4.93%
TAAGX:
28.31%
SPY:
20.44%
TAAGX:
-62.13%
SPY:
-55.19%
TAAGX:
-12.58%
SPY:
-3.01%
Returns By Period
In the year-to-date period, TAAGX achieves a -4.06% return, which is significantly lower than SPY's 1.44% return. Over the past 10 years, TAAGX has underperformed SPY with an annualized return of 7.87%, while SPY has yielded a comparatively higher 12.88% annualized return.
TAAGX
-4.06%
4.70%
-9.93%
2.71%
12.07%
12.16%
7.87%
SPY
1.44%
4.58%
-1.18%
13.82%
14.68%
15.35%
12.88%
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TAAGX vs. SPY - Expense Ratio Comparison
TAAGX has a 1.61% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TAAGX vs. SPY — Risk-Adjusted Performance Rank
TAAGX
SPY
TAAGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
TAAGX vs. SPY - Dividend Comparison
TAAGX's dividend yield for the trailing twelve months is around 9.18%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAAGX Timothy Plan Aggressive Growth Fund | 9.18% | 8.81% | 3.12% | 3.06% | 8.89% | 5.74% | 0.00% | 7.57% | 0.00% | 0.00% | 15.72% | 12.35% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TAAGX vs. SPY - Drawdown Comparison
The maximum TAAGX drawdown since its inception was -62.13%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TAAGX and SPY.
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Volatility
TAAGX vs. SPY - Volatility Comparison
Timothy Plan Aggressive Growth Fund (TAAGX) has a higher volatility of 6.24% compared to SPDR S&P 500 ETF (SPY) at 4.85%. This indicates that TAAGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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