TLGAX vs. TLLIX

In the year-to-date period, TLGAX achieves a 4.24% return, which is significantly lower than TLLIX's 5.18% return. Over the past 10 years, TLGAX has underperformed TLLIX with an annualized return of 5.32%, while TLLIX has yielded a comparatively higher 9.22% annualized return.

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TLGAX has a 1.61% expense ratio, which is higher than TLLIX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Large/Mid Cap Growth Fund (TLGAX) and TIAA-CREF Lifecycle Index 2050 Fund (TLLIX). 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 TLGAX Sharpe Ratio is 0.65, which is lower than the TLLIX Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of TLGAX and TLLIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TLGAX has not paid dividends to shareholders, while TLLIX's dividend yield for the trailing twelve months is around 2.07%.

The maximum TLGAX drawdown since its inception was -57.45%, which is greater than TLLIX's maximum drawdown of -31.41%. Use the drawdown chart below to compare losses from any high point for TLGAX and TLLIX. For additional features, visit the drawdowns tool.

Timothy Plan Large/Mid Cap Growth Fund (TLGAX) has a higher volatility of 5.41% compared to TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) at 2.73%. This indicates that TLGAX's price experiences larger fluctuations and is considered to be riskier than TLLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.