Timothy Plan Small/mid Cap Growth Class C: (MF: TCAGX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$7.89 USD
-0.05 (-0.63%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -14.12 | 92 |
3 months | -14.12 | 92 |
6 months | -14.12 | 97 |
1 Year | -9.36 | 92 |
3 Year | 3.44 | 75 |
5 Year | 13.40 | 78 |
10 Year | 5.94 | 80 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -55.84 |
Bull Market (2/09 - 3/21) | 555.37 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | -10.26 |
5 Year | 13.39 |
10 Year | 5.94 |
Since Inception | 5.91 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -14.12 | NA | NA | NA |
2024 | 17.82 | -0.10 | 5.66 | 0.00 |
2023 | 11.09 | 5.54 | -6.04 | 13.89 |
2022 | -11.09 | -19.95 | -2.75 | 6.10 |
2021 | 2.61 | 7.98 | 0.51 | 5.09 |
2020 | -17.00 | 24.26 | 9.83 | 19.27 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -14.12 | 24.35 | 25.48 | -26.57 | 17.05 | 35.11 | 26.81 | -12.92 | 18.08 | -1.01 | -6.51 |
% Total Return Rel to Index | -9.85 | -0.66 | -0.76 | -8.36 | -11.63 | 16.71 | -4.67 | -8.53 | -3.70 | -12.95 | -7.90 |
% Total Return Rel to Peer | -6.75 | 2.34 | -0.64 | -1.70 | 2.21 | 9.32 | 1.60 | -8.51 | -1.15 | -4.51 | -6.69 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 2.00 | 4.00 | 5.00 | 4.00 | 5.00 | 5.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 1.05 | 0.33 | 0.27 | 1.07 | 0.64 | 0.00 | 0.51 | 0.00 | 0.00 | 1.10 |
Expense Ratio | 0.00 | 2.23 | 2.23 | 2.27 | 2.25 | 2.36 | 2.31 | 2.38 | 2.34 | 2.34 | 2.42 |
* 1 = Top 20%, 5 = Bottom 20%