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TMPIX: TOUCHSTONE MID CAP FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 53.68 0.22(0.41%) April 25
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (6%) |
Start Date: | 01/30/2012 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.88% |
Expenses | 1.93% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/30/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 2.6 | 25.5 | 5.1 | 9.9 | 10.7 | 12.5 | 27.6 | -15.6 | 15.4 | 12.7 | 36.7 | -3.1 | 20.3 | 15.7 | -5.4 | 9.6 | 35.5 | 13.9 |
Sharpe Ratio | NA | -0.13 | 1.17 | 0.14 | 0.38 | 0.53 | 0.67 | 1.51 | -0.76 | 1.06 | 0.37 | 2.88 | -0.28 | 2.15 | 1.01 | -0.35 | 0.8 | 2.7 | 1.07 |
Draw Down(%) | NA | 8.2 | 12.7 | 21.0 | 35.5 | 35.5 | 35.5 | 12.7 | 20.5 | 6.7 | 35.5 | 6.9 | 18.8 | 4.2 | 10.8 | 13.2 | 8.9 | 6.6 | 10.5 |
Standard Deviation(%) | NA | 14.4 | 14.7 | 17.7 | 21.4 | 18.0 | 17.2 | 15.6 | 22.4 | 14.5 | 33.9 | 12.3 | 15.9 | 9.2 | 15.4 | 15.4 | 12.0 | 13.1 | 14.1 |
Treynor Ratio | NA | -0.02 | 0.17 | 0.03 | 0.09 | 0.11 | 0.13 | 0.25 | -0.2 | 0.17 | 0.14 | 0.39 | -0.05 | 0.19 | 0.16 | -0.06 | 0.11 | 0.35 | 0.17 |
Alpha | NA | -0.01 | 0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | 0.0 | -0.02 | -0.01 | 0.03 | 0.02 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | 0.02 |
Beta | NA | 1.09 | 1.02 | 0.88 | 0.89 | 0.91 | 0.91 | 0.95 | 0.84 | 0.88 | 0.9 | 0.91 | 0.93 | 1.05 | 0.96 | 0.97 | 0.89 | 1.0 | 0.89 |
RSquared | NA | 0.83 | 0.85 | 0.88 | 0.91 | 0.91 | 0.91 | 0.87 | 0.92 | 0.82 | 0.95 | 0.9 | 0.91 | 0.8 | 0.9 | 0.93 | 0.86 | 0.91 | 0.91 |
Yield(%) | N/A | 0.0 | 1.2 | 1.7 | 2.5 | 2.8 | N/A | 1.2 | 1.2 | 3.2 | 2.1 | 4.2 | 3.7 | 1.4 | 0.8 | 0.1 | 0.3 | 0.3 | 2.2 |
Dividend Growth(%) | N/A | -100.0 | -13.6 | -24.9 | 142.9 | N/A | N/A | -13.6 | -57.9 | 62.8 | -32.3 | 5.8 | 215.8 | 111.1 | 800.0 | -71.4 | 16.7 | -81.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2012
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