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Timothy Plan Strategic Growth Fund (TISGX)

9.37 +0.02 (+0.21%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.97%
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
TISGX
Category
YTD
3.45%
9.69%
1-Month
2.67%
0.91%
3-Month
3.45%
5.21%
1-Year
8.38%
27.06%
3-Year
1.00%
11.00%
5-Year
4.73%
10.26%
10-Year
2.98%
8.34%
Last Bull Market
24.13%
15.58%
Last Bear Market
-10.05%
-12.16%

Annual Total Return (%) History

Year
TISGX
Category
2024
--
--
2023
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.45% -- -- --
2023 7.27% -- -- --

Rank in Category (By Total Return)

YTD 89
1-Month 32
3-Month 89
1-Year 94
3-Year 97
5-Year 94

Load Adjusted Returns

1-Year 8.38%
3-Year 1.00%
5-Year 4.73%
10-Year 2.98%

Performance & Risk

YTD Return 0.97%
5y Average Return 0.00%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Timothy Plan
Net Assets 33.71M
YTD Return 3.45%
Yield --
Morningstar Rating
Inception Date Feb 03, 2004

Fund Summary

The fund normally invests 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, as necessary, and will reallocate for any new underlying funds in which the fund may elect to invest.

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