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ISIN
US89154Q3728
CUSIP
89154Q372
Inception Date
Aug 28, 2009
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 $606.


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S&P 500 Index

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*
-9.54%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.03%-4.27%-59.89%0.00%0.00%0.00%-62.38%
20253.48%-3.86%-8.83%2.30%11.92%8.11%3.81%-1.48%2.79%1.88%-4.04%-0.08%15.30%
20244.93%7.56%2.54%-5.62%5.67%8.36%-3.44%1.28%1.72%-0.19%5.22%-0.83%29.59%
20237.04%-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 -2.50%, 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 107.81% of its upside - more exposed to losses than it benefited from rallies.
  • This fund had an annualized alpha of -2.50% 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
-2.50%
Beta
1.08
0.52
Upside Capture
107.81%
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.


DSMLX Risk / Return Rank: 00
Overall Rank
DSMLX Sharpe Ratio Rank: 11
Sharpe Ratio Rank
DSMLX Sortino Ratio Rank: 11
Sortino Ratio Rank
DSMLX Omega Ratio Rank: 00
Omega Ratio Rank
DSMLX Calmar Ratio Rank: 00
Calmar Ratio Rank
DSMLX Martin Ratio Rank: 00
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


DSMLXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.96

2.24

-3.21

Sortino ratio

Return per unit of downside risk

-0.96

3.07

-4.03

Omega ratio

Gain probability vs. loss probability

0.60

1.41

-0.81

Calmar ratio

Return relative to maximum drawdown

-0.93

2.93

-3.86

Martin ratio

Return relative to average drawdown

-2.09

13.52

-15.61

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.


0.00%5.00%10.00%15.00%20.00%$0.00$2.00$4.00$6.00$8.00$10.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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 8d1y 8mo
2y 6moDec 2021 - Jun 2024
COVID crash2020
-29.79%Mar 2020
1mo 2d3mo 1d
4mo 3dFeb 2020 - Jun 2020
2016 bear market2016
-25.04%Feb 2016
6mo 23d1y 2mo
1y 9moJul 2015 - Apr 2017
2025 selloff2025
-23.75%Apr 2025
2mo 10d2mo 3d
4mo 13dJan 2025 - Jun 2025

Drawdown Indicators


DSMLXBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-64.61%

-0.74%

-63.87%

Average Drawdown

Average peak-to-trough decline

-8.70%

-10.72%

+2.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.03%

1.97%

+26.06%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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