Correlation
The correlation between TCGAX and SPY is 0.88, 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.
TCGAX vs. SPY
Compare and contrast key facts about Timothy Plan Conservative Growth Fund (TCGAX) and SPDR S&P 500 ETF (SPY).
TCGAX is managed by Timothy Plan. It was launched on Oct 4, 2000. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCGAX or SPY.
Performance
TCGAX vs. SPY - Performance Comparison
Loading data...
Key characteristics
TCGAX:
0.78
SPY:
0.70
TCGAX:
1.07
SPY:
1.02
TCGAX:
1.15
SPY:
1.15
TCGAX:
0.79
SPY:
0.68
TCGAX:
3.55
SPY:
2.57
TCGAX:
1.78%
SPY:
4.93%
TCGAX:
8.68%
SPY:
20.42%
TCGAX:
-40.54%
SPY:
-55.19%
TCGAX:
-0.57%
SPY:
-3.55%
Returns By Period
In the year-to-date period, TCGAX achieves a 3.66% return, which is significantly higher than SPY's 0.87% return. Over the past 10 years, TCGAX has underperformed SPY with an annualized return of 2.68%, while SPY has yielded a comparatively higher 12.73% annualized return.
TCGAX
3.66%
2.34%
0.58%
6.10%
3.17%
4.02%
2.68%
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TCGAX vs. SPY - Expense Ratio Comparison
TCGAX has a 1.04% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TCGAX vs. SPY — Risk-Adjusted Performance Rank
TCGAX
SPY
TCGAX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Conservative Growth Fund (TCGAX) and SPDR S&P 500 ETF (SPY). 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.
Loading data...
Dividends
TCGAX vs. SPY - Dividend Comparison
TCGAX's dividend yield for the trailing twelve months is around 3.33%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCGAX Timothy Plan Conservative Growth Fund | 3.33% | 3.45% | 1.65% | 5.36% | 4.02% | 2.57% | 3.64% | 2.47% | 0.30% | 0.00% | 7.46% | 3.58% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TCGAX vs. SPY - Drawdown Comparison
The maximum TCGAX drawdown since its inception was -40.54%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TCGAX and SPY.
Loading data...
Volatility
TCGAX vs. SPY - Volatility Comparison
The current volatility for Timothy Plan Conservative Growth Fund (TCGAX) is 2.31%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. This indicates that TCGAX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...