PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
TAAGX vs. SRLN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

TAAGX vs. SRLN

Last updated May 12, 2025

Compare and contrast key facts about Timothy Plan Aggressive Growth Fund (TAAGX) and SPDR Blackstone Senior Loan ETF (SRLN).

TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000. SRLN is a passively managed fund by State Street that tracks the performance of the Markit iBoxx USD Liquid Leveraged Loan Index. It was launched on Apr 3, 2013.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAAGX or SRLN.

Correlation

The correlation between TAAGX and SRLN is 0.80, 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.

Performance

TAAGX vs. SRLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Timothy Plan Aggressive Growth Fund (TAAGX) and SPDR Blackstone Senior Loan ETF (SRLN). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

TAAGX:

21.29%

SRLN:

1.12%

Max Drawdown

TAAGX:

-1.87%

SRLN:

0.00%

Current Drawdown

TAAGX:

-0.71%

SRLN:

0.00%

Returns By Period

TAAGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SRLN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TAAGX vs. SRLN - Expense Ratio Comparison

TAAGX has a 1.61% expense ratio, which is higher than SRLN's 0.70% expense ratio.

TAAGX
Timothy Plan Aggressive Growth Fund
SRLN
SPDR Blackstone Senior Loan ETF

Risk-Adjusted Performance

TAAGX vs. SRLN — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TAAGX
The Risk-Adjusted Performance Rank of TAAGX is 2222
Overall Rank
The Sharpe Ratio Rank of TAAGX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of TAAGX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of TAAGX is 2424
Omega Ratio Rank
The Calmar Ratio Rank of TAAGX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of TAAGX is 2121
Martin Ratio Rank
SRLN
The Risk-Adjusted Performance Rank of SRLN is 9292
Overall Rank
The Sharpe Ratio Rank of SRLN is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of SRLN is 9191
Sortino Ratio Rank
The Omega Ratio Rank of SRLN is 9696
Omega Ratio Rank
The Calmar Ratio Rank of SRLN is 8888
Calmar Ratio Rank
The Martin Ratio Rank of SRLN is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TAAGX vs. SRLN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and SPDR Blackstone Senior Loan ETF (SRLN). 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

TAAGX vs. SRLN - Dividend Comparison

TAAGX's dividend yield for the trailing twelve months is around 9.95%, more than SRLN's 8.35% yield.

TTM20242023202220212020201920182017201620152014
TAAGX
Timothy Plan Aggressive Growth Fund		9.95%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SRLN
SPDR Blackstone Senior Loan ETF		8.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

TAAGX vs. SRLN - Drawdown Comparison

The maximum TAAGX drawdown since its inception was -1.87%, which is greater than SRLN's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for TAAGX and SRLN. For additional features, visit the drawdowns tool.

Loading data...

Volatility

TAAGX vs. SRLN - Volatility Comparison

Loading data...