TAAGX vs. SRLN

Last updated Jun 24, 2026

TAAGX (Timothy Plan Aggressive Growth Fund) and SRLN (State Street Blackstone Senior Loan ETF) are both funds - TAAGX is a Mid Cap Growth Equities fund managed by Timothy Plan, while SRLN is a Bank Loan fund actively managed by State Street. Over the past 10 years, TAAGX returned 17.25%/yr vs 4.54%/yr for SRLN. At a 0.41 correlation, their price movements are largely independent. TAAGX charges 1.61%/yr vs 0.70%/yr for SRLN.

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 State Street Blackstone Senior Loan ETF (SRLN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TAAGX achieves a 42.04% return, which is significantly higher than SRLN's 0.48% return. Over the past 10 years, TAAGX has outperformed SRLN with an annualized return of 17.25%, while SRLN has yielded a comparatively lower 4.54% annualized return.

TAAGX

• 1D: 1.60%
• 1M: 9.12%
• YTD: 42.04%
• 6M: 39.72%
• 1Y: 66.27%
• 3Y*: 36.09%
• 5Y*: 17.84%
• 10Y*: 17.25%

SRLN

• 1D: -0.15%
• 1M: 0.11%
• YTD: 0.48%
• 6M: 0.74%
• 1Y: 5.02%
• 3Y*: 7.38%
• 5Y*: 4.48%
• 10Y*: 4.54%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TAAGX vs. SRLN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TAAGX Timothy Plan Aggressive Growth Fund	42.04%	16.01%	36.81%	26.46%	-25.98%	17.90%	36.11%	27.71%	-12.17%	19.12%
SRLN State Street Blackstone Senior Loan ETF	0.48%	6.77%	8.43%	11.62%	-5.30%	4.49%	3.13%	10.03%	-0.66%	3.39%

Correlation

The correlation between TAAGX and SRLN is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.48
Correlation (3Y) Calculated over the trailing 3-year period	0.52
Correlation (5Y) Calculated over the trailing 5-year period	0.57
Correlation (10Y) Calculated over the trailing 10-year period	0.47
Correlation (All Time) Calculated using the full available price history since Apr 4, 2013	0.41

The correlation between TAAGX and SRLN shifts across timeframes, from 0.41 (all time) to 0.57 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

TAAGX vs. SRLN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TAAGX

TAAGX Risk / Return Rank: 92
TAAGX Sharpe Ratio Rank: 95
TAAGX Sortino Ratio Rank: 86
TAAGX Omega Ratio Rank: 81
TAAGX Calmar Ratio Rank: 98
TAAGX Martin Ratio Rank: 98

SRLN

SRLN Risk / Return Rank: 49
SRLN Sharpe Ratio Rank: 52
SRLN Sortino Ratio Rank: 54
SRLN Omega Ratio Rank: 67
SRLN Calmar Ratio Rank: 32
SRLN Martin Ratio Rank: 38

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TAAGX vs. SRLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and State Street 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.

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	SRLN	Difference
Sharpe ratio: Return per unit of total volatility	3.05	1.73	+1.31
Sortino ratio: Return per unit of downside risk	3.78	2.52	+1.26
Omega ratio: Gain probability vs. loss probability	1.49	1.38	+0.11
Calmar ratio: Return relative to maximum drawdown	7.33	1.55	+5.78
Martin ratio: Return relative to average drawdown	28.11	5.72	+22.39

TAAGX vs. SRLN - Sharpe Ratio Comparison

The current TAAGX Sharpe Ratio is 3.05, which is higher than the SRLN Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of TAAGX and SRLN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

TAAGX vs. SRLN - Drawdown Comparison

The maximum TAAGX drawdown since its inception was -62.13%, 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.

Drawdown Indicators

	TAAGX	SRLN	Difference
Max Drawdown Largest peak-to-trough decline	-62.13%	-22.29%	-39.84%
Max Drawdown (1Y) Largest decline over 1 year	-9.26%	-3.26%	-6.00%
Max Drawdown (3Y) Largest decline over 3 years	-29.24%	-4.26%	-24.98%
Max Drawdown (5Y) Largest decline over 5 years	-34.47%	-7.93%	-26.54%
Max Drawdown (10Y) Largest decline over 10 years	-34.47%	-22.29%	-12.18%
Current Drawdown Current decline from peak	0.00%	-0.32%	+0.32%
Average Drawdown Average peak-to-trough decline	-18.66%	-1.10%	-17.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.41%	0.88%	+1.53%

Volatility

TAAGX vs. SRLN - Volatility Comparison

Timothy Plan Aggressive Growth Fund (TAAGX) has a higher volatility of 9.03% compared to State Street Blackstone Senior Loan ETF (SRLN) at 0.62%. 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.

Volatility by Period

	TAAGX	SRLN	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.03%	0.62%	+8.41%
Volatility (6M) Calculated over the trailing 6-month period	18.23%	2.67%	+15.56%
Volatility (1Y) Calculated over the trailing 1-year period	22.32%	2.91%	+19.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.63%	3.92%	+19.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.44%	6.06%	+16.38%

TAAGX vs. SRLN - Expense Ratio Comparison

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

Dividends

TAAGX vs. SRLN - Dividend Comparison

TAAGX's dividend yield for the trailing twelve months is around 2.42%, less than SRLN's 7.51% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SRLN State Street Blackstone Senior Loan ETF	7.51%	7.67%	8.58%	8.44%	5.72%	4.45%	4.91%	5.39%	4.98%	4.01%	3.94%	4.43%
TAAGX Timothy Plan Aggressive Growth Fund	2.42%	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

Can I hold both TAAGX and SRLN in my portfolio?

TAAGX and SRLN have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TAAGX or SRLN?

TAAGX has higher volatility (9.03%) compared to SRLN (0.62%). In terms of maximum drawdown, TAAGX dropped -62.13% vs SRLN's -22.29%.

Which has better risk-adjusted returns?

TAAGX currently has the higher Sharpe Ratio (3.05 vs 1.73), 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.