TIGIX vs. TAAGX
Compare and contrast key facts about Timothy Plan Growth & Income Fund (TIGIX) and Timothy Plan Aggressive Growth Fund (TAAGX).
TIGIX is managed by Timothy Plan. It was launched on Sep 30, 2013. TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000.
Performance
TIGIX vs. TAAGX - Performance Comparison
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TIGIX vs. TAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIGIX Timothy Plan Growth & Income Fund | 3.47% | 6.33% | 4.19% | 1.63% | -9.93% | 15.90% | 1.47% | 14.11% | -11.79% | 6.60% |
TAAGX Timothy Plan Aggressive Growth Fund | 6.37% | 16.01% | 25.45% | 26.46% | -25.98% | 17.90% | 36.11% | 27.71% | -12.17% | 19.12% |
Returns By Period
In the year-to-date period, TIGIX achieves a 3.47% return, which is significantly lower than TAAGX's 6.37% return. Over the past 10 years, TIGIX has underperformed TAAGX with an annualized return of 3.15%, while TAAGX has yielded a comparatively higher 12.63% annualized return.
TIGIX
- 1D
- 0.22%
- 1M
- -3.32%
- YTD
- 3.47%
- 6M
- 2.85%
- 1Y
- 6.81%
- 3Y*
- 4.70%
- 5Y*
- 2.63%
- 10Y*
- 3.15%
TAAGX
- 1D
- -2.07%
- 1M
- -8.35%
- YTD
- 6.37%
- 6M
- 9.99%
- 1Y
- 43.44%
- 3Y*
- 20.72%
- 5Y*
- 10.68%
- 10Y*
- 12.63%
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TIGIX vs. TAAGX - Expense Ratio Comparison
TIGIX has a 1.02% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Return for Risk
TIGIX vs. TAAGX — Risk / Return Rank
TIGIX
TAAGX
TIGIX vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Growth & Income Fund (TIGIX) and Timothy Plan Aggressive Growth Fund (TAAGX). 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.
| TIGIX | TAAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.79 | -0.90 |
Sortino ratioReturn per unit of downside risk | 1.27 | 2.41 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.33 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 3.36 | -2.36 |
Martin ratioReturn relative to average drawdown | 4.13 | 14.54 | -10.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TIGIX | TAAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.79 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.47 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.58 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.23 | +0.10 |
Correlation
The correlation between TIGIX and TAAGX is 0.67, 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.
Dividends
TIGIX vs. TAAGX - Dividend Comparison
TIGIX's dividend yield for the trailing twelve months is around 1.90%, less than TAAGX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIGIX Timothy Plan Growth & Income Fund | 1.90% | 1.89% | 2.04% | 2.34% | 7.81% | 1.80% | 1.26% | 0.65% | 2.16% | 2.62% | 0.30% | 0.15% |
TAAGX Timothy Plan Aggressive Growth Fund | 3.23% | 3.44% | 8.81% | 3.12% | 3.06% | 8.89% | 5.75% | 0.00% | 7.57% | 0.00% | 0.00% | 15.71% |
Drawdowns
TIGIX vs. TAAGX - Drawdown Comparison
The maximum TIGIX drawdown since its inception was -25.03%, smaller than the maximum TAAGX drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for TIGIX and TAAGX.
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Drawdown Indicators
| TIGIX | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.03% | -62.13% | +37.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -12.13% | +4.94% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -34.47% | +19.10% |
Max Drawdown (10Y)Largest decline over 10 years | -25.03% | -34.47% | +9.44% |
Current DrawdownCurrent decline from peak | -3.32% | -9.26% | +5.94% |
Average DrawdownAverage peak-to-trough decline | -4.61% | -18.82% | +14.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.81% | -1.07% |
Volatility
TIGIX vs. TAAGX - Volatility Comparison
The current volatility for Timothy Plan Growth & Income Fund (TIGIX) is 1.95%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 8.55%. This indicates that TIGIX experiences smaller price fluctuations and is considered to be less risky than TAAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIGIX | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.95% | 8.55% | -6.60% |
Volatility (6M)Calculated over the trailing 6-month period | 4.45% | 16.33% | -11.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.34% | 24.42% | -16.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.35% | 22.88% | -14.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.64% | 21.98% | -12.34% |