Unlock stock picks and a broker-level newsfeed that powers Wall Street.

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
2025
--
--
2024
25.74%
--
2023
26.63%
--
2022
-25.87%
--
2021
18.31%
--
2020
36.39%
39.26%
2019
27.95%
32.52%
2018
-11.91%
-6.65%

2017
19.49%
23.91%
2016
-0.14%
6.03%
2015
-5.52%
-0.95%
2014
5.94%
7.00%
2013
--
34.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
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.

Related Tickers