TAAGX vs. TPHD
Compare and contrast key facts about Timothy Plan Aggressive Growth Fund (TAAGX) and Timothy Plan High Dividend Stock ETF (TPHD).
TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000. TPHD is a passively managed fund by Timothy Plan that tracks the performance of the Victory US Large Cap High Dividend Volatility Weighted BRI Index. It was launched on Apr 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAAGX or TPHD.
Correlation
The correlation between TAAGX and TPHD is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TAAGX vs. TPHD - Performance Comparison
Key characteristics
TAAGX:
0.68
TPHD:
1.33
TAAGX:
0.99
TPHD:
1.90
TAAGX:
1.14
TPHD:
1.23
TAAGX:
0.80
TPHD:
1.72
TAAGX:
2.74
TPHD:
5.22
TAAGX:
5.13%
TPHD:
2.94%
TAAGX:
20.51%
TPHD:
11.49%
TAAGX:
-70.66%
TPHD:
-41.70%
TAAGX:
-12.56%
TPHD:
-4.99%
Returns By Period
The year-to-date returns for both stocks are quite close, with TAAGX having a 3.01% return and TPHD slightly lower at 2.97%.
TAAGX
3.01%
3.01%
4.66%
13.44%
8.21%
4.25%
TPHD
2.97%
2.97%
5.69%
15.60%
9.85%
N/A
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TAAGX vs. TPHD - Expense Ratio Comparison
TAAGX has a 1.61% expense ratio, which is higher than TPHD's 0.52% expense ratio.
Risk-Adjusted Performance
TAAGX vs. TPHD — Risk-Adjusted Performance Rank
TAAGX
TPHD
TAAGX vs. TPHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and Timothy Plan High Dividend Stock ETF (TPHD). 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. TPHD - Dividend Comparison
TAAGX's dividend yield for the trailing twelve months is around 0.22%, less than TPHD's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
TAAGX Timothy Plan Aggressive Growth Fund | 0.22% | 0.23% | 3.12% | 0.00% | 0.00% | 0.00% | 0.00% |
TPHD Timothy Plan High Dividend Stock ETF | 2.02% | 2.09% | 2.36% | 2.39% | 1.86% | 2.39% | 1.60% |
Drawdowns
TAAGX vs. TPHD - Drawdown Comparison
The maximum TAAGX drawdown since its inception was -70.66%, which is greater than TPHD's maximum drawdown of -41.70%. Use the drawdown chart below to compare losses from any high point for TAAGX and TPHD. For additional features, visit the drawdowns tool.
Volatility
TAAGX vs. TPHD - Volatility Comparison
Timothy Plan Aggressive Growth Fund (TAAGX) has a higher volatility of 9.05% compared to Timothy Plan High Dividend Stock ETF (TPHD) at 3.58%. This indicates that TAAGX's price experiences larger fluctuations and is considered to be riskier than TPHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.