Nasdaq - Delayed Quote USD

Timothy Plan Conservative Growth C (TCVCX)

9.14 -0.03 (-0.33%)
At close: 4:55 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.40%
5y Average Return 2.54%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (Oct 22, 2024) 21.45%
Worst 1Y Total Return (Oct 22, 2024) --
Best 3Y Total Return 21.45%
Worst 3Y Total Return -0.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TCVCX
Category
YTD
7.01%
9.69%
1-Month
1.20%
0.91%
3-Month
5.68%
5.21%
1-Year
14.14%
27.06%
3-Year
0.29%
11.00%
5-Year
2.92%
10.26%
10-Year
2.11%
8.34%
Last Bull Market
11.17%
15.58%
Last Bear Market
-8.32%
-12.16%

Annual Total Return (%) History

Year
TCVCX
Category
2024
--
--
2023
6.02%
--
2022
-13.57%
--
2021
6.81%
--
2020
6.81%
11.72%
2019
13.92%
19.23%
2018
-9.91%
-5.76%
2017
7.50%
13.21%

2016
4.28%
7.34%
2015
-4.17%
-1.93%
2014
1.13%
6.21%
2013
8.49%
16.48%
2012
6.16%
11.72%
2011
0.46%
-0.11%
2010
10.88%
11.83%
2009
21.45%
24.13%
2008
-29.45%
-28.00%
2007
7.98%
5.99%
2006
9.13%
11.29%
2005
4.75%
5.13%
2004
--
8.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.95% -0.68% 5.68% --
2023 2.17% -0.24% -2.48% 6.66%
2022 -5.03% -8.32% -5.22% 4.73%
2021 2.12% 2.57% -0.87% 2.87%
2020 -12.83% 10.62% 2.84% 7.71%
2019 7.13% 2.69% 0.31% 3.23%
2018 -1.51% -0.92% 0.93% -8.53%
2017 1.95% 0.74% 2.84% 1.77%
2016 1.58% 1.66% 1.20% -0.22%
2015 1.62% -0.90% -3.82% -1.07%

2014 1.78% 2.63% -3.13% -0.05%
2013 3.97% -2.38% 3.49% 3.27%
2012 5.25% -2.93% 3.46% 0.43%
2011 3.78% -0.11% -8.95% 6.43%
2010 2.14% -4.81% 7.91% 5.68%
2009 -5.45% 12.48% 11.38% 2.53%
2008 -5.09% -0.11% -10.11% -17.23%
2007 3.09% 3.36% 2.20% -0.84%
2006 4.67% -2.01% 1.01% 5.33%
2005 -2.66% 2.20% 3.66% 1.58%
2004 0.22% -2.30% 5.49% --

Rank in Category (By Total Return)

YTD 97
1-Month 84
3-Month 44
1-Year 95
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year 13.14%
3-Year 0.29%
5-Year 2.92%
10-Year 2.11%

Performance & Risk

YTD Return 5.40%
5y Average Return 2.54%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Timothy Plan
Net Assets 38.52M
YTD Return 7.01%
Yield 0.87%
Morningstar Rating
Inception Date Sep 01, 2023

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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