Nasdaq
USD
Timothy Plan Large/Mid Cap Value C (TLVCX)
15.95
-0.06
(-0.37%)
At close: October 30 at 8:04:14 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.75% |
|---|---|
| 5y Average Return | 6.03% |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 29, 2026) | 31.01% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 31.01% |
| Worst 3Y Total Return | 2.92% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TLVCX
Category
- YTD
- 5.49%
- 17.04%
- 1-Month
- -3.73%
- -0.01%
- 3-Month
- -3.10%
- 5.47%
- 1-Year
- 3.19%
- 50.44%
- 3-Year
- 9.93%
- 13.15%
- 5-Year
- 6.13%
- 13.75%
- 10-Year
- 8.71%
- 11.35%
- Last Bull Market
- 17.20%
- 25.95%
- Last Bear Market
- -13.06%
- -22.55%
Annual Total Return (%) History
Year
TLVCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
3.17% | 5.53% | -3.10% | -- |
|
2025
|
-0.78% | 5.17% | 1.93% | -2.18% |
|
2024
|
10.52% | -0.86% | 6.30% | -4.87% |
|
2023
|
3.68% | 4.16% | -4.78% | 9.24% |
|
2022
|
-3.99% | -13.06% | -4.57% | 9.95% |
|
2021
|
5.83% | 5.12% | 0.55% | 12.56% |
|
2020
|
-23.07% | 17.82% | 7.40% | 15.23% |
|
2019
|
12.60% | 4.70% | 0.88% | 5.95% |
|
2018
|
0.58% | 0.25% | 4.76% | -14.46% |
|
2017
|
4.63% | 2.18% | 2.26% | 6.73% |
Rank in Category (By Total Return)
| YTD | 82 |
| 1-Month | 35 |
|---|---|
| 3-Month | 33 |
| 1-Year | 85 |
| 3-Year | 87 |
| 5-Year | 81 |
Load Adjusted Returns
| 1-Year | 2.28% |
| 3-Year | 9.93% |
|---|---|
| 5-Year | 6.13% |
| 10-Year | 8.71% |
Performance & Risk
| YTD Return | 12.75% |
| 5y Average Return | 6.03% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.72 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Timothy Plan |
| Net Assets | 298.1M |
| YTD Return | 5.49% |
| Yield | 0.33% |
| Morningstar Rating | |
| Inception Date | Aug 01, 2013 |
Fund Summary
The fund seeks to achieve its investment objective by primarily investing in U.S. common stocks and affiliated exchange-traded funds (“ETFs”). The fund will normally invest at least 80% of the fund’s total assets in ETFs and in companies whose total market capitalization exceeds $2 billion. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value; these stocks often have above-average dividend yields.
