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CISGX: Touchstone Sands Capital Inst Gr (MUTUAL FUND)
Basic Info 20.48 0.16(0.78%) January 15
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (5%) |
Start Date: | 03/01/2005 |
Last Dividend Date: | 12/09/2020 |
12-Mo. Yield | 17.43% |
Expenses | 0.80% |
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Performance Analytics (As of 01/15/2021)
Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -0.7 | 0.5 | -7.2 | 8.6 | 14.0 | 12.1 | 9.6 | 10.4 | -3.6 | 32.9 | 6.3 | 34.7 | -8.6 | 0.2 | 8.4 | 41.3 | 23.8 | 2.3 | 26.5 | 71.1 | -48.5 | 18.7 | -5.9 | 18.7 |
SR | NA | 0.6 | -0.12 | 0.19 | 0.4 | 0.43 | NA | 0.36 | -0.06 | 1.72 | 0.19 | 3.03 | -0.45 | 0.01 | 0.47 | 2.83 | 1.45 | 0.09 | 1.27 | 2.36 | -1.06 | 0.9 | -0.65 | 1.67 |
DD(%) | NA | 2.0 | 43.2 | 43.2 | 43.2 | 43.2 | NA | 59.9 | 43.2 | 11.0 | 24.7 | 4.1 | 23.0 | 15.6 | 13.9 | 7.7 | 12.4 | 19.2 | 14.1 | 17.0 | 57.7 | 10.0 | 18.5 | 7.1 |
SD(%) | NA | 24.0 | 63.2 | 40.9 | 33.2 | 27.1 | NA | 26.9 | 63.1 | 18.3 | 26.3 | 11.3 | 19.8 | 17.5 | 17.8 | 14.6 | 16.5 | 26.3 | 20.8 | 30.1 | 46.6 | 17.6 | 14.1 | 12.1 |
TR | NA | 0.15 | -0.08 | 0.08 | 0.13 | 0.11 | NA | 0.09 | -0.04 | 0.37 | 0.04 | 0.29 | -0.07 | 0.0 | 0.07 | 0.37 | 0.22 | 0.02 | 0.25 | 0.6 | -0.41 | 0.16 | -0.09 | 0.22 |
Alpha(%) | NA | 0.02 | -0.14 | -0.05 | -0.04 | -0.02 | NA | -0.01 | -0.14 | -0.01 | 0.03 | -0.01 | -0.03 | -0.03 | -0.03 | 0.0 | 0.01 | 0.01 | 0.05 | 0.08 | -0.03 | 0.03 | -0.03 | 0.02 |
Beta(%) | NA | 0.98 | 0.97 | 1.0 | 1.03 | 1.04 | NA | 1.08 | 0.97 | 0.85 | 1.22 | 1.2 | 1.26 | 1.03 | 1.22 | 1.13 | 1.08 | 0.98 | 1.05 | 1.18 | 1.2 | 1.0 | 1.0 | 0.92 |
RS | NA | 0.91 | 0.41 | 0.51 | 0.55 | 0.66 | NA | 0.76 | 0.4 | 0.69 | 0.94 | 0.84 | 0.9 | 0.91 | 0.88 | 0.87 | 0.91 | 0.96 | 0.92 | 0.93 | 0.94 | 0.88 | 0.83 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2005
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