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Timothy Plan Large/Mid Cap Value Fund (TLVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.68+0.07 (+0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.27%
5-year average return12.04%
Number of years up19
Number of years down5
Best 1-yr total return (16 May 2024)31.90%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return31.90%
Worst 3-yr total return5.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTLVAXCategory
YTD6.49%17.04%
1-month-3.79%-0.01%
3-month5.73%5.47%
1-year16.82%50.44%
3-year6.85%13.15%
5-year10.53%13.75%
10-year9.09%11.35%
Last bull market26.12%25.95%
Last bear market-12.86%-22.55%

Annual total return (%) history

Year
TLVAXCategory
2024
N/AN/A
2023
13.20%N/A
2022
-11.77%N/A
2021
26.90%N/A
2020
13.07%12.39%
2019
26.87%26.21%
2018
-8.90%-11.15%
2017
17.51%15.93%
2016
8.52%14.14%
2015
-2.08%-4.75%
2014
11.06%7.80%
2013
31.90%34.10%
2012
13.19%16.15%
2011
0.76%-3.81%
2010
20.22%22.52%
2009
22.19%37.39%
2008
-40.05%-39.18%
2007
17.02%4.85%
2006
18.41%14.03%
2005
19.42%9.25%
2004
8.75%16.30%
2003
27.99%36.28%
2002
-15.88%-16.55%
2001
0.33%-3.12%
2000
12.93%6.36%
1999
N/A20.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.69%N/AN/AN/A
20233.84%4.34%-4.53%9.43%
2022-3.85%-12.86%-4.40%10.16%
20216.02%5.34%0.78%12.75%
2020-22.88%18.08%7.59%15.41%
201912.81%4.89%1.07%6.08%
20180.78%0.47%4.94%-14.26%
20174.76%2.46%2.41%6.90%
20161.72%2.30%1.36%2.89%
20153.20%-0.67%-5.31%0.88%
20143.25%5.08%-2.19%4.66%
201312.16%1.51%5.84%9.47%
20129.75%-4.30%5.64%2.03%
20117.23%-0.56%-16.40%13.02%
20104.52%-10.29%14.07%12.40%
2009-10.44%14.11%15.27%3.72%
2008-9.24%0.43%-13.68%-23.81%
20075.24%7.24%2.85%0.81%
20067.99%0.42%1.44%7.64%
20053.48%2.81%8.71%3.26%
20040.00%3.34%-2.35%7.76%
2003-5.82%17.72%2.57%12.55%
20029.33%-10.73%-18.73%6.05%
2001-3.97%8.37%-15.35%13.89%
2000-3.12%2.04%6.30%7.46%
19991.60%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month9
3-month17
1-year40
3-year8
5-year17

Load adjusted returns

1-year10.40%
3-year4.85%
5-year9.28%
10-year8.48%