Nasdaq - Delayed Quote USD

Timothy Plan Conservative Growth Fund (TIICX)

10.01 +0.03 (+0.30%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.10%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (Apr 26, 2024) --
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TIICX
Category
YTD
2.10%
9.69%
1-Month
2.10%
0.91%
3-Month
2.10%
5.21%
1-Year
6.38%
27.06%
3-Year
-0.10%
11.00%
5-Year
3.26%
10.26%
10-Year
2.31%
8.34%
Last Bull Market
16.30%
15.58%
Last Bear Market
-8.11%
-12.16%

Annual Total Return (%) History

Year
TIICX
Category
2024
--
--
2023
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.10% -- -- --
2023 6.81% -- -- --

Rank in Category (By Total Return)

YTD 95
1-Month 81
3-Month 95
1-Year 96
3-Year 100
5-Year 99

Load Adjusted Returns

1-Year 6.38%
3-Year -0.10%
5-Year 3.26%
10-Year 2.31%

Performance & Risk

YTD Return -0.10%
5y Average Return 0.00%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Timothy Plan
Net Assets 38.21M
YTD Return 2.10%
Yield --
Morningstar Rating
Inception Date Feb 03, 2004

Fund Summary

The fund normally will invest at least 75% of its total assets in the traditional funds. The advisor will determine the specific asset allocation program on a continuous basis, based on its forecast of the overall market. On each day that the fund is open for business, the advisor will review the asset allocation program and reallocate and will reallocate for any new underlying funds in which the fund may elect to invest. The advisor also will reallocate the fund's investments in the traditional funds at the end of each fiscal quarter to maintain the asset allocation program.

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