Nasdaq - Delayed Quote USD

Timothy Plan Large/Mid Cap Growth Fund (TLGAX)

11.76 -0.03 (-0.25%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.57%
5y Average Return 12.23%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Apr 24, 2024) 31.74%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 31.74%
Worst 3Y Total Return 3.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TLGAX
Category
YTD
11.22%
12.38%
1-Month
2.65%
5.09%
3-Month
11.22%
10.28%
1-Year
29.67%
41.70%
3-Year
10.46%
22.56%
5-Year
14.18%
21.98%
10-Year
10.09%
15.99%
Last Bull Market
40.54%
25.99%
Last Bear Market
-16.38%
-17.29%

Annual Total Return (%) History

Year
TLGAX
Category
2024
--
--
2023
24.05%
--
2022
-21.57%
--
2021
29.08%
--
2020
22.21%
35.86%
2019
30.69%
31.90%
2018
-11.47%
-2.09%
2017
16.90%
27.67%

2016
6.94%
3.23%
2015
-1.35%
3.60%
2014
10.40%
10.00%
2013
30.91%
33.92%
2012
14.66%
15.34%
2011
-0.95%
-2.46%
2010
17.50%
15.53%
2009
31.74%
35.68%
2008
-36.30%
-40.67%
2007
5.09%
13.35%
2006
4.77%
7.05%
2005
3.44%
6.71%
2004
8.43%
7.81%
2003
20.04%
28.66%
2002
-29.40%
-27.64%
2001
-22.72%
-22.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.22% -- -- --
2023 6.40% 8.09% -4.84% 13.34%
2022 -9.51% -16.38% -4.55% 8.58%
2021 3.64% 8.69% 1.86% 12.50%
2020 -20.66% 21.63% 10.65% 14.45%
2019 14.95% 3.58% 0.23% 9.51%
2018 0.00% 1.38% 5.78% -17.44%
2017 5.50% 0.87% 5.66% 3.97%
2016 -1.66% 2.81% 2.05% 3.64%
2015 3.69% -0.83% -7.19% 3.36%

2014 2.81% 3.44% -0.57% 4.41%
2013 9.84% 1.58% 8.43% 8.21%
2012 14.84% -4.35% 3.84% 0.53%
2011 8.26% -0.14% -17.46% 11.00%
2010 3.12% -10.42% 12.38% 13.19%
2009 -6.62% 14.43% 14.74% 7.45%
2008 -9.29% -1.12% -9.55% -21.49%
2007 3.17% 5.35% 3.43% -6.51%
2006 4.34% -5.82% 2.35% 4.17%
2005 -5.98% 2.70% 4.18% 2.82%
2004 3.73% 2.50% -4.73% 7.04%
2003 -2.92% 9.62% 3.66% 8.82%
2002 -4.12% -18.48% -14.76% 5.98%
2001 -23.99% 4.33% -16.33% 16.48%

Rank in Category (By Total Return)

YTD 61
1-Month 28
3-Month 61
1-Year 82
3-Year 31
5-Year 65

Load Adjusted Returns

1-Year 22.53%
3-Year 8.39%
5-Year 12.89%
10-Year 9.47%

Performance & Risk

YTD Return 5.57%
5y Average Return 12.23%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Timothy Plan
Net Assets 192.08M
YTD Return 11.22%
Yield 0.00%
Morningstar Rating
Inception Date Feb 03, 2004

Fund Summary

The fund primarily invests at least 80% of its total assets in larger U.S. stocks. Larger stocks refer to the common stock of companies whose total market capitalization is generally greater than $2 billion. It invests using a growth investing style. Growth funds generally focus on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. These stocks typically have low dividend yields and above-average prices in relation to such measures as earnings and book value.

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