Correlation
The correlation between TLVAX and TLGAX is 0.92, 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.
TLVAX vs. TLGAX
Compare and contrast key facts about Timothy Plan Large/Mid Cap Value Fund (TLVAX) and Timothy Plan Large/Mid Cap Growth Fund (TLGAX).
TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999. TLGAX is managed by Timothy Plan. It was launched on Oct 5, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLVAX or TLGAX.
Performance
TLVAX vs. TLGAX - Performance Comparison
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Key characteristics
TLVAX:
0.22
TLGAX:
0.57
TLVAX:
0.40
TLGAX:
0.87
TLVAX:
1.06
TLGAX:
1.12
TLVAX:
0.23
TLGAX:
0.57
TLVAX:
0.83
TLGAX:
1.94
TLVAX:
4.29%
TLGAX:
6.17%
TLVAX:
21.42%
TLGAX:
24.17%
TLVAX:
-55.23%
TLGAX:
-52.85%
TLVAX:
-4.25%
TLGAX:
-3.68%
Returns By Period
In the year-to-date period, TLVAX achieves a 1.28% return, which is significantly lower than TLGAX's 2.67% return. Over the past 10 years, TLVAX has underperformed TLGAX with an annualized return of 8.57%, while TLGAX has yielded a comparatively higher 10.18% annualized return.
TLVAX
1.28%
3.96%
-3.26%
3.80%
7.81%
12.39%
8.57%
TLGAX
2.67%
7.12%
-0.19%
13.44%
14.42%
15.31%
10.18%
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TLVAX vs. TLGAX - Expense Ratio Comparison
TLVAX has a 1.58% expense ratio, which is lower than TLGAX's 1.61% expense ratio.
Risk-Adjusted Performance
TLVAX vs. TLGAX — Risk-Adjusted Performance Rank
TLVAX
TLGAX
TLVAX vs. TLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Large/Mid Cap Value Fund (TLVAX) and Timothy Plan Large/Mid Cap Growth Fund (TLGAX). 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.
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Dividends
TLVAX vs. TLGAX - Dividend Comparison
TLVAX's dividend yield for the trailing twelve months is around 9.93%, more than TLGAX's 6.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLVAX Timothy Plan Large/Mid Cap Value Fund | 9.93% | 10.05% | 0.86% | 5.52% | 4.35% | 3.39% | 12.29% | 10.96% | 6.78% | 1.25% | 12.90% | 9.52% |
TLGAX Timothy Plan Large/Mid Cap Growth Fund | 6.80% | 6.98% | 5.89% | 10.35% | 6.00% | 1.68% | 4.03% | 5.82% | 2.54% | 1.22% | 10.79% | 11.44% |
Drawdowns
TLVAX vs. TLGAX - Drawdown Comparison
The maximum TLVAX drawdown since its inception was -55.23%, roughly equal to the maximum TLGAX drawdown of -52.85%. Use the drawdown chart below to compare losses from any high point for TLVAX and TLGAX.
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Volatility
TLVAX vs. TLGAX - Volatility Comparison
The current volatility for Timothy Plan Large/Mid Cap Value Fund (TLVAX) is 4.56%, while Timothy Plan Large/Mid Cap Growth Fund (TLGAX) has a volatility of 4.91%. This indicates that TLVAX experiences smaller price fluctuations and is considered to be less risky than TLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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