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TEQAX: TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 24.16 0.35(1.47%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (45%) |
Start Date: | 04/11/1997 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.12% |
Expenses | 1.95% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/11/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 3.6 | 15.6 | 2.8 | 7.6 | 8.1 | 10.9 | 7.7 | 7.4 | 23.5 | -17.1 | 11.8 | 14.4 | 21.2 | -9.7 | 25.7 | 4.6 | -0.3 | 10.8 | 29.9 | 6.1 | 4.9 | 19.2 | 25.9 | -41.6 | 26.4 | -3.9 | 16.4 | 17.1 | 105.3 | -36.3 | -23.2 | -19.4 | 18.1 | 21.6 | 29.1 |
Sharpe Ratio | NA | 2.01 | 1.59 | 0.16 | 0.38 | 0.39 | NA | NA | 0.27 | 1.44 | -0.78 | 0.87 | 0.46 | 1.56 | -0.69 | 3.33 | 0.29 | -0.02 | 0.63 | 2.4 | 0.47 | 0.22 | 0.93 | 1.03 | -1.14 | 1.22 | -0.43 | 1.12 | 1.13 | 1.97 | -1.31 | -0.96 | -0.81 | 0.84 | 0.94 | 2.23 |
Draw Down(%) | NA | 3.8 | 12.6 | 30.7 | 32.9 | 32.9 | NA | NA | 67.0 | 12.6 | 30.3 | 6.5 | 32.9 | 8.3 | 20.2 | 2.6 | 12.6 | 17.2 | 13.5 | 8.3 | 10.3 | 16.7 | 13.2 | 21.1 | 49.2 | 11.0 | 17.8 | 9.1 | 13.1 | 11.3 | 41.6 | 42.4 | 31.2 | 9.7 | 19.5 | 9.1 |
Standard Deviation(%) | NA | 12.1 | 12.5 | 17.4 | 20.1 | 17.6 | NA | NA | 22.4 | 13.5 | 23.8 | 13.5 | 30.7 | 12.7 | 15.9 | 7.6 | 15.0 | 16.1 | 17.0 | 12.5 | 12.9 | 22.3 | 20.7 | 24.9 | 37.4 | 19.2 | 16.9 | 12.7 | 14.3 | 53.0 | 28.5 | 27.1 | 28.8 | 17.8 | 19.5 | 17.4 |
Treynor Ratio | NA | 0.57 | 0.38 | 0.05 | 0.13 | 0.1 | NA | NA | 0.08 | 0.37 | -0.33 | 0.26 | 0.18 | 0.37 | -0.16 | 0.36 | 0.05 | 0.0 | 0.09 | 0.31 | 0.08 | 0.06 | 0.19 | 0.26 | -0.44 | 0.21 | -0.06 | 0.15 | 0.18 | 1.12 | -0.43 | -0.35 | -0.31 | 0.2 | 0.25 | 0.51 |
Alpha | NA | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | NA | NA | 0.01 | 0.0 | 0.03 | 0.02 | -0.09 | -0.01 | -0.05 | 0.01 | 0.02 | -0.03 | -0.02 | -0.01 | -0.03 | 0.02 | 0.03 | -0.03 | -0.03 | 0.05 | -0.02 | 0.02 | 0.04 | 0.26 | -0.03 | 0.0 | -0.02 | 0.02 | 0.0 | 0.05 |
Beta | NA | 0.43 | 0.52 | 0.54 | 0.61 | 0.67 | NA | NA | 0.79 | 0.52 | 0.57 | 0.46 | 0.78 | 0.54 | 0.71 | 0.71 | 0.92 | 0.92 | 1.17 | 0.95 | 0.78 | 0.81 | 1.02 | 0.98 | 0.97 | 1.1 | 1.19 | 0.94 | 0.89 | 0.94 | 0.88 | 0.73 | 0.75 | 0.76 | 0.74 | 0.76 |
RSquared | NA | 0.44 | 0.52 | 0.67 | 0.7 | 0.73 | NA | NA | 0.6 | 0.53 | 0.78 | 0.53 | 0.82 | 0.6 | 0.86 | 0.65 | 0.81 | 0.86 | 0.89 | 0.85 | 0.77 | 0.93 | 0.9 | 0.94 | 0.95 | 0.89 | 0.84 | 0.76 | 0.82 | 0.07 | 0.95 | 0.9 | 0.81 | 0.83 | 0.82 | 0.88 |
Yield(%) | N/A | 0.0 | 1.6 | 5.8 | 5.1 | 8.3 | 11.9 | 8.5 | N/A | 1.8 | 5.5 | 12.2 | 0.4 | 2.7 | 8.5 | 14.4 | 0.6 | 34.8 | 18.7 | 10.7 | 0.4 | 0.0 | 0.1 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 18.8 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -75.4 | 89.2 | -74.6 | 743.2 | N/A | N/A | N/A | -75.4 | -54.2 | 3662.5 | -83.7 | -74.6 | -33.9 | 2554.5 | -98.9 | 72.4 | 100.3 | 2545.5 | N/A | -100.0 | -60.0 | 400.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/1997
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