Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSVCX (Timothy Plan Small Cap Value Fd Cl) | -1.12% | 2.25% | 2.83% | 4.38% | 4.02% | 7.65% | 5.86% | 5.77% |
Data as of 08/08/2025, AR inception is 02/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSVCX (Timothy Plan Small Cap Value Fd Cl) | 02/03/2004 | 08/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 2.25 | 2.83 | 4.38 | 4.02 | 7.65 | 5.86 | 5.77 | -1.12 | -4.77 | 17.55 | -21.68 | 10.93 | 1.19 | 27.41 | -16.28 | 12.04 | 23.16 | -7.16 | 4.32 | 48.77 | 16.11 | -3.39 | 23.26 | 19.16 | -32.98 | 2.36 | 18.54 | -1.77 | 8.38 |
| Sharpe Ratio | NA | -0.03 | -0.02 | 0.11 | 0.12 | NA | NA | 0.19 | -0.20 | -0.55 | 0.65 | -0.91 | 0.43 | 0.02 | 1.75 | -1.05 | 0.92 | 1.44 | -0.62 | 0.28 | 3.35 | 1.01 | -0.11 | 1.05 | 0.63 | -0.78 | -0.04 | 1.02 | -0.29 | 0.58 |
| Standard Deviation(%) | NA | 25.53 | 23.09 | 23.61 | 23.30 | NA | NA | 23.12 | 24.05 | 20.78 | 20.64 | 25.43 | 25.29 | 43.44 | 14.87 | 16.78 | 12.51 | 15.94 | 11.57 | 15.61 | 14.53 | 15.99 | 32.42 | 22.08 | 30.50 | 43.43 | 18.09 | 15.08 | 13.75 | 14.23 |
| Draw Down(%) | NA | 25.74 | 25.74 | 36.72 | 43.62 | NA | NA | 56.51 | 22.10 | 17.89 | 13.62 | 25.26 | 20.92 | 43.26 | 9.05 | 27.74 | 6.73 | 14.62 | 12.11 | 10.82 | 5.37 | 12.14 | 29.10 | 18.42 | 28.34 | 48.48 | 13.91 | 13.66 | 14.51 | 13.98 |
| Yield(%) | 0.00 | 9.67 | 5.30 | 3.62 | 5.82 | 9.41 | 6.88 | 6.64 | 0.00 | 9.86 | 7.11 | 0.00 | 0.00 | 0.00 | 6.17 | 16.03 | 12.40 | 2.17 | 10.39 | 20.41 | 15.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.63 | 15.10 | 22.40 | 1.14 | 11.06 |
Data as of 08/08/2025, AR inception is 02/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSVCX (Timothy Plan Small Cap Value Fd Cl) |
-14.76%
Feb 2006 - Feb 2009 |
-6.31%
Mar 2004 - Mar 2009 |
2.63%
Apr 2015 - Apr 2025 |
4.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSVCX (Timothy Plan Small Cap Value Fd Cl) |
25.48%
Sep 2011 - Sep 2014 |
24.80%
Feb 2009 - Feb 2014 |
14.89%
Feb 2009 - Feb 2019 |
10.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart