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DSMLX: TOUCHSTONE LARGE COMPANY GROWTH FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 66.17 0.05(0.08%) July 18
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 09/01/2009 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 2.74% |
| Expenses | 0.82% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/01/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 14.0 | 20.2 | 25.3 | 15.2 | 14.6 | 15.9 | 15.6 | 26.2 | 28.0 | -28.8 | 0.4 | 13.8 | 36.6 | -5.0 | 38.6 | -2.6 | 7.5 | 9.8 | 35.6 | 19.0 | -1.1 | 21.9 | 9.3 |
| Sharpe Ratio | NA | 0.71 | 0.4 | 0.9 | 0.54 | 0.6 | NA | 0.71 | 0.98 | 1.34 | -1.07 | 0.02 | 0.36 | 2.16 | -0.29 | 3.82 | -0.16 | 0.42 | 0.62 | 2.84 | 1.33 | -0.05 | 1.16 | 2.23 |
| Draw Down(%) | NA | 23.7 | 23.7 | 23.7 | 32.3 | 32.3 | NA | 32.3 | 14.6 | 10.6 | 30.9 | 22.2 | 29.8 | 8.7 | 21.5 | 3.1 | 16.4 | 14.4 | 10.0 | 7.5 | 11.8 | 19.5 | 13.6 | 5.7 |
| Standard Deviation(%) | NA | 31.1 | 27.1 | 22.7 | 22.5 | 22.2 | NA | 20.5 | 20.0 | 17.9 | 28.4 | 26.7 | 37.7 | 16.3 | 22.1 | 10.0 | 17.2 | 17.8 | 15.6 | 12.5 | 14.4 | 24.8 | 18.8 | 13.6 |
| Treynor Ratio | NA | 0.23 | 0.11 | 0.22 | 0.15 | 0.15 | NA | 0.16 | 0.21 | 0.27 | -0.41 | 0.01 | 0.14 | 0.48 | -0.06 | 0.36 | -0.02 | 0.07 | 0.09 | 0.36 | 0.2 | -0.01 | 0.23 | 0.4 |
| Alpha | NA | 0.03 | -0.01 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.01 | -0.03 | 0.01 | 0.01 | -0.1 | 0.01 | -0.02 | 0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.04 | -0.01 |
| Beta | NA | 0.98 | 0.98 | 0.92 | 0.83 | 0.89 | NA | 0.9 | 0.91 | 0.87 | 0.73 | 0.65 | 0.94 | 0.74 | 1.03 | 1.07 | 1.12 | 1.07 | 1.09 | 1.0 | 0.95 | 0.92 | 0.95 | 0.77 |
| RSquared | NA | 0.95 | 0.95 | 0.93 | 0.9 | 0.9 | NA | 0.91 | 0.87 | 0.85 | 0.91 | 0.36 | 0.82 | 0.68 | 0.96 | 0.84 | 0.94 | 0.94 | 0.91 | 0.92 | 0.92 | 0.97 | 0.94 | 0.9 |
| Yield(%) | N/A | 0.0 | 2.9 | 4.2 | 8.6 | 9.2 | 14.3 | N/A | 3.6 | 5.3 | 2.4 | 21.3 | 14.7 | 9.1 | 6.7 | 3.9 | 3.6 | 7.8 | 3.5 | 2.9 | 0.0 | 4.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -16.4 | -76.5 | 108.9 | N/A | N/A | N/A | -16.4 | 56.0 | -88.3 | 59.1 | 109.8 | 17.4 | 135.5 | 5.8 | -55.7 | 136.2 | 58.8 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2009
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