TLGAX vs. VTI

In the year-to-date period, TLGAX achieves a 2.67% return, which is significantly higher than VTI's 0.38% return. Over the past 10 years, TLGAX has underperformed VTI with an annualized return of 10.18%, while VTI has yielded a comparatively higher 12.13% annualized return.

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TLGAX has a 1.61% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Large/Mid Cap Growth Fund (TLGAX) and Vanguard Total Stock Market ETF (VTI). 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 0.57, which is comparable to the VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of TLGAX and VTI, 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's dividend yield for the trailing twelve months is around 6.80%, more than VTI's 1.29% yield.

The maximum TLGAX drawdown since its inception was -52.85%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for TLGAX and VTI.

Timothy Plan Large/Mid Cap Growth Fund (TLGAX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.91% and 4.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.