- ISIN
- US89155H8198
- CUSIP
- 89155H819
- Issuer
- Touchstone
- Inception Date
- Aug 11, 2000
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
PTSGX Performance Chart
Touchstone Sands Capital Select Growth Fund (PTSGX) is up 7.7% since the beginning of the year. PTSGX is currently trading at $20 per share. Investors who bought $1,000 worth of PTSGX shares 5 years ago would now be looking at an investment worth $1,195.
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Returns By Period
Touchstone Sands Capital Select Growth Fund (PTSGX) has returned 7.73% so far this year and 14.48% over the past 12 months. Looking at the last ten years, PTSGX has achieved an annualized return of 16.76%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.
Touchstone Sands Capital Select Growth Fund
- 1D
- 1.83%
- 1M
- 8.26%
- YTD
- 7.73%
- 6M
- 7.00%
- 1Y
- 14.48%
- 3Y*
- 21.92%
- 5Y*
- 3.63%
- 10Y*
- 16.76%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
PTSGX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2001, PTSGX's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, an investment would double in approximately 5.8 years.
Historically, 59% of months were positive and 41% were negative. The best month was Dec 2019 with a return of +29.8%, while the worst month was Apr 2022 at -20.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.
On a daily basis, PTSGX closed higher 52% of trading days. The best single day was Dec 11, 2019 with a return of +26.7%, while the worst single day was Dec 10, 2021 at -13.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.25% | -4.73% | -5.14% | 13.84% | 7.39% | 1.83% | 7.73% | ||||||
| 2025 | 7.21% | -4.36% | -11.78% | 4.47% | 13.44% | 7.78% | 2.57% | 0.00% | 3.41% | 0.15% | -5.46% | -0.68% | 15.27% |
| 2024 | 2.58% | 9.84% | 2.01% | -7.28% | 1.03% | 6.90% | -6.25% | 3.26% | 2.25% | 1.03% | 10.81% | -2.94% | 23.79% |
| 2023 | 15.30% | -2.78% | 4.97% | -2.22% | 8.35% | 7.52% | 5.22% | -5.47% | -7.47% | -3.08% | 17.76% | 7.67% | 51.60% |
| 2022 | -16.66% | -5.07% | -1.19% | -20.11% | -8.26% | -10.13% | 11.39% | -4.81% | -10.74% | 6.62% | 1.92% | -6.64% | -50.56% |
| 2021 | -1.41% | 3.96% | -5.08% | 6.92% | -3.44% | 7.24% | 2.02% | 4.00% | -2.00% | 4.94% | -7.94% | -4.10% | 3.76% |
Benchmark Metrics
Touchstone Sands Capital Select Growth Fund has an annualized alpha of 2.70%, beta of 1.16, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since January 03, 2001.
- This fund captured 128.91% of S&P 500 Index gains and 113.17% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.70% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.70%
- Beta
- 1.16
- R²
- 0.73
- Upside Capture
- 128.91%
- Downside Capture
- 113.17%
Expense Ratio
PTSGX has a high expense ratio of 1.16%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
PTSGX ranks 8 for risk / return — in the bottom 8% 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 Sands Capital Select Growth Fund (PTSGX) and compare them to S&P 500 Index.
| PTSGX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 2.39 | -1.61 |
Sortino ratioReturn per unit of downside risk | 1.14 | 3.25 | -2.11 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.43 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 3.11 | -2.46 |
Martin ratioReturn relative to average drawdown | 1.69 | 14.38 | -12.69 |
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 Sands Capital Select Growth Fund provided a 0.61% dividend yield over the last twelve months, with an annual payout of $0.12 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.00 | $0.00 | $0.00 | $2.16 | $1.85 | $4.75 | $3.83 | $3.36 | $2.16 | $1.53 |
Dividend yield | 0.61% | 0.66% | 0.00% | 0.00% | 0.00% | 12.67% | 10.05% | 39.46% | 34.95% | 24.32% | 16.89% | 9.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Sands Capital Select 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 | $0.12 | $0.12 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.16 | $2.16 |
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 Sands Capital Select 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 Sands Capital Select Growth Fund was 60.33%, occurring on Nov 20, 2008. Recovery took 504 trading sessions.
The current Touchstone Sands Capital Select Growth Fund drawdown is 1.83%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -60.33%Nov 2008 | 1y 20d | 2y 2d | 3y 22dNov 2007 - Nov 2010 |
Bear market2022 | -60.07%Oct 2022 | 10mo 8d | — | 4y 5moDec 2021 - now |
Dot-com crash2000–2002 | -49.33%Oct 2002 | 1y 8mo | 3y 1mo | 4y 9moJan 2001 - Nov 2005 |
COVID crash2020 | -27.65%Mar 2020 | 25d | 2mo 3d | 2mo 28dFeb 2020 - May 2020 |
2016 bear market2016 | -27.55%Feb 2016 | 6mo 23d | 1y 2mo | 1y 9moJul 2015 - Apr 2017 |
Drawdown Indicators
| PTSGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.33% | -56.78% | -3.55% |
Max Drawdown (1Y)Largest decline over 1 year | -24.16% | -9.10% | -15.06% |
Max Drawdown (3Y)Largest decline over 3 years | -28.56% | -18.90% | -9.66% |
Max Drawdown (5Y)Largest decline over 5 years | -60.07% | -25.43% | -34.64% |
Max Drawdown (10Y)Largest decline over 10 years | -60.07% | -33.92% | -26.15% |
Current DrawdownCurrent decline from peak | -1.83% | 0.00% | -1.83% |
Average DrawdownAverage peak-to-trough decline | -15.83% | -10.72% | -5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.39% | 1.97% | +7.42% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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