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Timothy Plan Small/Mid Cap Growth Cl A (TAAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.47+0.09 (+0.73%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.20%
5-year average return13.98%
Number of years up16
Number of years down7
Best 1-yr total return (13 May 2024)36.06%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return36.06%
Worst 3-yr total return-0.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTAAGXCategory
YTD11.65%10.80%
1-month-5.41%4.43%
3-month8.59%7.00%
1-year31.19%48.17%
3-year4.08%21.26%
5-year12.35%20.18%
10-year8.58%14.07%
Last bull market42.98%27.14%
Last bear market-19.85%-21.26%

Annual total return (%) history

Year
TAAGXCategory
2024
N/AN/A
2023
26.42%N/A
2022
-26.02%N/A
2021
18.02%N/A
2020
36.06%39.26%
2019
27.71%32.52%
2018
-12.19%-6.65%
2017
19.12%23.91%
2016
-0.28%6.03%
2015
-5.78%-0.95%
2014
5.85%7.00%
2013
35.88%34.93%
2012
12.40%14.07%
2011
2.91%-3.96%
2010
27.89%24.61%
2009
30.46%39.11%
2008
-45.27%-43.77%
2007
7.66%15.09%
2006
7.50%9.00%
2005
8.74%9.84%
2004
9.62%13.23%
2003
39.04%35.96%
2002
-31.01%-27.24%
2001
-20.84%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202418.05%N/AN/AN/A
202311.28%5.79%-5.96%14.20%
2022-10.84%-19.85%-2.55%6.23%
20212.86%8.17%0.72%5.30%
2020-16.99%24.62%10.10%19.46%
201915.54%4.19%-4.14%10.67%
20180.24%3.94%6.55%-20.90%
20177.56%1.46%6.01%2.96%
2016-6.12%-0.76%4.12%2.79%
20155.79%-1.20%-11.63%2.02%
20141.53%1.40%-2.75%5.73%
201311.31%1.76%10.97%8.10%
201214.60%-6.03%3.64%0.70%
201111.79%-0.43%-19.16%14.36%
20106.82%-9.28%15.57%14.21%
2009-8.09%14.96%15.05%7.32%
2008-12.06%2.68%-14.82%-28.84%
20073.84%5.75%3.49%-5.26%
200611.92%-6.30%-1.55%4.12%
2005-3.95%1.72%7.81%3.24%
20040.79%-0.94%-5.86%16.63%
2003-0.22%20.22%5.67%9.69%
20020.30%-16.59%-17.00%-0.65%
2001-22.51%16.23%-26.86%20.18%

Rank in category (by total return)

YTD5
1-month20
3-month8
1-year3
3-year5
5-year6

Load adjusted returns

1-year23.98%
3-year2.14%
5-year11.08%
10-year7.97%