TAAGX vs. SRLN
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 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TAAGX vs. SRLN - Performance Comparison
Key characteristics
TAAGX:
0.68
SRLN:
4.73
TAAGX:
0.99
SRLN:
7.10
TAAGX:
1.14
SRLN:
2.33
TAAGX:
0.80
SRLN:
6.45
TAAGX:
2.74
SRLN:
52.96
TAAGX:
5.13%
SRLN:
0.17%
TAAGX:
20.51%
SRLN:
1.86%
TAAGX:
-70.66%
SRLN:
-22.29%
TAAGX:
-12.56%
SRLN:
-0.07%
Returns By Period
In the year-to-date period, TAAGX achieves a 3.01% return, which is significantly higher than SRLN's 0.55% return. Both investments have delivered pretty close results over the past 10 years, with TAAGX having a 4.25% annualized return and SRLN not far behind at 4.12%.
TAAGX
3.01%
3.01%
4.66%
13.44%
8.21%
4.25%
SRLN
0.55%
0.55%
5.33%
8.83%
4.48%
4.12%
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TAAGX vs. SRLN - Expense Ratio Comparison
TAAGX has a 1.61% expense ratio, which is higher than SRLN's 0.70% expense ratio.
Risk-Adjusted Performance
TAAGX vs. SRLN — Risk-Adjusted Performance Rank
TAAGX
SRLN
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.
Dividends
TAAGX vs. SRLN - Dividend Comparison
TAAGX's dividend yield for the trailing twelve months is around 0.22%, less than SRLN's 7.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAAGX Timothy Plan Aggressive Growth Fund | 0.22% | 0.23% | 3.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SRLN SPDR Blackstone Senior Loan ETF | 7.77% | 8.58% | 8.44% | 5.72% | 4.45% | 4.91% | 5.39% | 4.98% | 4.01% | 4.25% | 4.43% | 3.66% |
Drawdowns
TAAGX vs. SRLN - Drawdown Comparison
The maximum TAAGX drawdown since its inception was -70.66%, which is greater than SRLN's maximum drawdown of -22.29%. Use the drawdown chart below to compare losses from any high point for TAAGX and SRLN. For additional features, visit the drawdowns tool.
Volatility
TAAGX vs. SRLN - Volatility Comparison
Timothy Plan Aggressive Growth Fund (TAAGX) has a higher volatility of 9.05% compared to SPDR Blackstone Senior Loan ETF (SRLN) at 0.32%. This indicates that TAAGX's price experiences larger fluctuations and is considered to be riskier than SRLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.