- ISIN
- US89154Q3728
- CUSIP
- 89154Q372
- Issuer
- Touchstone
- Inception Date
- Aug 28, 2009
- Category
- Large Cap Growth Equities
- Min. Investment
- $500,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
DSMLX Performance Chart
Touchstone Large Company Growth Fund (DSMLX) is down 62.4% since the beginning of the year. DSMLX is currently trading at $24 per share. Investors who bought $1,000 worth of DSMLX shares 5 years ago would now be looking at an investment worth $611.
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Returns By Period
Touchstone Large Company Growth Fund (DSMLX) has returned -62.38% so far this year and -58.87% over the past 12 months. Over the last ten years, DSMLX has returned 5.30% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Touchstone Large Company Growth Fund
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- -62.38%
- 6M
- -62.24%
- 1Y
- -58.87%
- 3Y*
- -13.41%
- 5Y*
- -9.39%
- 10Y*
- 5.30%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
DSMLX Monthly Returns History
Based on dividend-adjusted daily data since Aug 31, 2009, DSMLX's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, an investment would double in approximately 6.2 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +14.0%, while the worst month was Mar 2026 at -59.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, DSMLX closed higher 54% of trading days. The best single day was Dec 9, 2021 with a return of +20.6%, while the worst single day was Mar 11, 2026 at -58.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.03% | -4.27% | -59.89% | 0.00% | 0.00% | 0.00% | -62.38% | ||||||
| 2025 | 3.48% | -3.86% | -8.83% | 2.30% | 11.92% | 8.11% | 3.81% | -1.48% | 2.79% | 1.88% | -4.04% | -0.08% | 15.30% |
| 2024 | 4.93% | 7.56% | 2.54% | -5.62% | 5.67% | 8.36% | -3.44% | 1.28% | 1.72% | -0.19% | 5.22% | -0.83% | 29.59% |
| 2023 | 7.04% | -3.17% | 5.21% | 0.48% | 3.28% | 3.91% | 3.57% | 1.53% | -6.21% | -1.20% | 11.03% | 4.95% | 33.52% |
| 2022 | -7.08% | -6.25% | 3.32% | -11.34% | -0.47% | -7.09% | 9.19% | -3.69% | -9.02% | 5.28% | 5.73% | -6.36% | -26.41% |
| 2021 | -0.72% | 3.25% | 0.68% | 7.49% | -0.90% | 5.89% | 1.39% | 3.34% | -5.94% | 6.73% | -2.50% | 1.49% | 21.16% |
Benchmark Metrics
Touchstone Large Company Growth Fund has an annualized alpha of -2.51%, beta of 1.08, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since September 01, 2009.
- This fund participated in 129.89% of S&P 500 Index downside but only 107.78% of its upside - more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -2.51% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.08 and R2 of 0.52, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -2.51%
- Beta
- 1.08
- R²
- 0.52
- Upside Capture
- 107.78%
- Downside Capture
- 129.89%
Expense Ratio
DSMLX has an expense ratio of 0.72%, placing it in the medium range.
Return for Risk
Risk / Return Rank
DSMLX ranks 0 for risk / return — in the bottom 0% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Touchstone Large Company Growth Fund (DSMLX) and compare them to S&P 500 Index.
| DSMLX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.21 | ||
| Sortino ratioReturn per unit of downside risk | -4.05 | ||
| Omega ratioGain probability vs. loss probability | 0.59 | 1.41 | -0.81 |
| Calmar ratioReturn relative to maximum drawdown | -0.93 | 2.93 | -3.86 |
| Martin ratioReturn relative to average drawdown | -2.08 | 13.52 | -15.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Touchstone Large Company Growth Fund provided a 11.74% dividend yield over the last twelve months, with an annual payout of $2.83 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.83 | $2.83 | $1.61 | $1.92 | $1.23 | $10.52 | $6.61 | $6.30 | $2.69 | $1.14 | $1.08 | $0.52 |
Dividend yield | 11.74% | 4.42% | 2.77% | 4.18% | 3.43% | 20.86% | 13.17% | 14.28% | 7.73% | 2.90% | 3.70% | 1.68% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Large Company Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.83 | $2.83 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 | $1.61 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.92 | $1.92 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 | $1.23 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.52 | $10.52 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Touchstone Large Company Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Touchstone Large Company Growth Fund was 64.61%, occurring on Mar 13, 2026. The portfolio has not yet recovered.
The current Touchstone Large Company Growth Fund drawdown is 64.61%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -64.61%Mar 2026 | 4mo 14d | — | 7mo 7dOct 2025 - now |
Bear market2022 | -42.95%Oct 2022 | 10mo 8d | 1y 8mo | 2y 6moDec 2021 - Jun 2024 |
COVID crash2020 | -29.79%Mar 2020 | 1mo 2d | 3mo 1d | 4mo 3dFeb 2020 - Jun 2020 |
2016 bear market2016 | -25.04%Feb 2016 | 6mo 23d | 1y 2mo | 1y 9moJul 2015 - Apr 2017 |
2025 selloff2025 | -23.75%Apr 2025 | 2mo 10d | 2mo 3d | 4mo 13dJan 2025 - Jun 2025 |
Drawdown Indicators
| DSMLX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.61% | -56.78% | -7.83% |
Max Drawdown (1Y)Largest decline over 1 year | -64.61% | -9.10% | -55.51% |
Max Drawdown (3Y)Largest decline over 3 years | -64.61% | -18.90% | -45.71% |
Max Drawdown (5Y)Largest decline over 5 years | -64.61% | -25.43% | -39.18% |
Max Drawdown (10Y)Largest decline over 10 years | -64.61% | -33.92% | -30.69% |
Current DrawdownCurrent decline from peak | -64.61% | -0.74% | -63.87% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -10.72% | +2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.33% | 1.97% | +26.36% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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