ducovest

TPLC:NYE-Timothy Plan US Large/Mid Cap Core ETF (USD)

ETF | Large Blend |

Last Closing

USD 44.35

Change

-0.38 (-0.85)%

Market Cap

USD 0.31B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets directly or indirectly in the securities included in the index, an unmanaged, volatility weighted index created by the Sub-Advisor. The index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities, rather than traditional market-cap weighting.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.91 (-0.31%)

 USD 441.03B
SCHX Schwab U.S. Large-Cap ETF

-0.04 (-0.17%)

 USD 50.43B
SPLG SPDR® Portfolio S&P 500 ETF

-0.10 (-0.15%)

 USD 47.99B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.36 (-0.31%)

 USD 13.22B
DYNF BlackRock US Equity Factor Rot..

-0.03 (-0.06%)

 USD 12.55B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.19 (-0.27%)

 USD 9.35B
SPLV Invesco S&P 500® Low Volatili..

-0.62 (-0.85%)

 USD 7.69B
JQUA JPMorgan U.S. Quality Factor E..

-0.30 (-0.52%)

 USD 5.20B
SCHK Schwab 1000 ETF

-0.05 (-0.18%)

 USD 3.89B
SUSA iShares MSCI USA ESG Select

-0.45 (-0.37%)

 USD 3.76B

ETFs Containing TPLC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.06% 44% F 70% C-
Dividend Return -2.66% 100% F 97% N/A
Total Return 13.41% 32% F 67% D+
Trailing 12 Months  
Capital Gain 33.83% 50% F 72% C
Dividend Return -2.86% 100% F 96% N/A
Total Return 30.96% 40% F 70% C-
Trailing 5 Years  
Capital Gain 72.92% 60% D- 78% C+
Dividend Return 0.00% 100% F 99% N/A
Total Return 72.91% 60% D- 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.96% 50% F 73% C
Dividend Return 13.77% 43% F 71% C-
Total Return 0.80% 10% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 17.17% 76% C+ 60% D-
Risk Adjusted Return 80.20% 61% D- 90% A-
Market Capitalization 0.31B 46% F 41% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.