Nasdaq - Delayed Quote USD
Timothy Plan Small/Mid Cap Growth Cl I (TIAGX)
9.92
-0.13
(-1.29%)
At close: 8:02:17 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -21.36% |
5y Average Return | 12.38% |
Number of Years Up | 7 |
Number of Years Down | 4 |
Best 1Y Total Return (Apr 7, 2025) | 36.39% |
Worst 1Y Total Return (Apr 7, 2025) | -- |
Best 3Y Total Return | 36.39% |
Worst 3Y Total Return | -0.02% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TIAGX
Category
- YTD
- -13.93%
- 10.80%
- 1-Month
- -8.49%
- 4.43%
- 3-Month
- -13.93%
- 7.00%
- 1-Year
- -8.43%
- 48.17%
- 3-Year
- 4.45%
- 21.26%
- 5-Year
- 14.55%
- 20.18%
- 10-Year
- 7.01%
- 14.07%
- Last Bull Market
- 20.49%
- 27.14%
- Last Bear Market
- -19.77%
- -21.26%
Annual Total Return (%) History
Year
TIAGX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -13.93% | -- | -- | -- |
2024 | 18.18% | 0.15% | 5.91% | 0.30% |
2023 | 11.27% | 5.92% | -5.97% | 14.26% |
2022 | -10.86% | -19.77% | -2.47% | 6.28% |
2021 | 2.97% | 8.23% | 0.71% | 5.41% |
2020 | -16.89% | 24.66% | 10.11% | 19.56% |
2019 | 15.56% | 4.24% | -4.07% | 10.72% |
2018 | 0.35% | 3.89% | 6.69% | -20.80% |
2017 | 7.77% | 1.44% | 6.07% | 3.05% |
2016 | -6.06% | -0.75% | 4.24% | 2.76% |
2015 | 5.76% | -0.98% | -11.66% | 2.13% |
2014 | 1.52% | 1.39% | -2.75% | 5.82% |
2013 | 8.31% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 93 |
1-Month | 70 |
3-Month | 93 |
1-Year | 79 |
3-Year | 19 |
5-Year | 22 |
Load Adjusted Returns
1-Year | -8.43% |
3-Year | 4.45% |
5-Year | 14.55% |
10-Year | 7.01% |
Performance & Risk
YTD Return | -21.36% |
5y Average Return | 12.38% |
Rank in Category (ytd) | 93 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.28 |
Morningstar Risk Rating |
Fund Overview
Category | Mid-Cap Growth |
Fund Family | Timothy Plan |
Net Assets | 70.83M |
YTD Return | -13.93% |
Yield | 0.49% |
Morningstar Rating | |
Inception Date | Aug 01, 2013 |
Fund Summary
The fund seeks to achieve its investment strategy by normally investing at least 80% of the fund’s total assets in stocks of small and mid-cap companies. The adviser considers small and mid-cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalization of the companies appearing in the Russell MidCap Growth® Index. The fund invests its assets in the securities of a limited number of companies, which the fund's investment manager believes show a high probability for superior growth.
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