TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX)

Basic Info 25.36 0.13(0.51%)
May 16

TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A started on 04/11/1997
TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A is classified as asset class LARGE GROWTH
TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A expense ratio is 1.95%
TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A rating is
(45%)

TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) Dividend Info

TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) dividend growth in the last 12 months is -75.31%

The trailing 12-month yield of TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A is 1.60%. its dividend history:

DateDividend
12/27/2023 0.3411
12/28/2022 0.2584
12/09/2022 1.1232
12/29/2021 0.2331
12/09/2021 2.7833
12/29/2020 0.082
12/27/2019 0.154
12/11/2019 0.336
12/27/2018 0.171
12/12/2018 1.757
12/27/2017 2.916
12/28/2016 0.111
05/12/2015 10.053
12/29/2014 0.051
12/11/2014 5.779
12/27/2013 0.054
12/12/2013 2.861
12/27/2012 0.112
04/30/2010 0.019
12/31/2009 0.05
12/31/2008 0.013
12/07/2000 0.92
03/31/2000 3.719

Dividend Growth History for TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3411 1.77% -75.31% -
2022 $1.3816 5.54% -54.20% -75.31%
2021 $3.0164 12.25% 3,578.54% -66.37%
2020 $0.082 0.37% -83.27% 60.83%
2019 $0.49 2.66% -74.59% -8.66%
2018 $1.928 8.52% -33.88% -29.28%
2017 $2.916 14.36% 2,527.03% -30.07%
2016 $0.111 0.58% -98.90% 17.40%
2015 $10.053 34.80% 72.44% -34.49%
2014 $5.83 18.71% 100.00% -27.05%
2013 $2.915 10.75% 2,502.68% -19.31%
2012 $0.112 0.45% - 10.65%
2010 $0.019 0.09% -62.00% 24.87%
2009 $0.05 0.31% 284.62% 14.70%
2008 $0.013 0.05% - 24.34%
2000 $4.639 18.79% - -10.73%

Dividend Growth Chart for TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX)

TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) Historical Returns And Risk Info

From 04/11/1997 to 05/16/2024, the compound annualized total return (dividend reinvested) of TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) is 7.543%. Its cumulative total return (dividend reinvested) is 615.533%.

From 04/11/1997 to 05/16/2024, the Maximum Drawdown of TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) is 67.0%.

From 04/11/1997 to 05/16/2024, the Sharpe Ratio of TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) is 0.27.

From 04/11/1997 to 05/16/2024, the Annualized Standard Deviation of TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) is 22.4%.

From 04/11/1997 to 05/16/2024, the Beta of TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) is 0.79.

Last 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(%) 2.5 8.8 20.8 4.4 9.3 8.6 11.4 8.0 7.5 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
RSquare 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 5.2 8.4 12.1 8.7 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 -75.3 89.6 -74.5 741.1 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

Return Calculator for TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX)

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TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) Historical Return Chart

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TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 04/11/1997 to 05/16/2024, the worst annualized return of 3-year rolling returns for TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) is -25.81%.
From 04/11/1997 to 05/16/2024, the worst annualized return of 5-year rolling returns for TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) is -10.73%.
From 04/11/1997 to 05/16/2024, the worst annualized return of 10-year rolling returns for TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) is -1.37%.
From 04/11/1997 to 05/16/2024, the worst annualized return of 20-year rolling returns for TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS A (TEQAX) is 4.72%.

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