TAAGX vs. TPHD

In the year-to-date period, TAAGX achieves a -8.61% return, which is significantly lower than TPHD's 1.03% return.

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

TAAGX has a 1.61% expense ratio, which is higher than TPHD's 0.52% expense ratio.

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.

The current TAAGX Sharpe Ratio is -0.05, which is lower than the TPHD Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of TAAGX and TPHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TAAGX's dividend yield for the trailing twelve months is around 9.89%, more than TPHD's 2.09% yield.

The maximum TAAGX drawdown since its inception was -70.66%, which is greater than TPHD's maximum drawdown of -41.71%. Use the drawdown chart below to compare losses from any high point for TAAGX and TPHD. For additional features, visit the drawdowns tool.

Timothy Plan Aggressive Growth Fund (TAAGX) has a higher volatility of 7.61% compared to Timothy Plan High Dividend Stock ETF (TPHD) at 5.37%. 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.