Touchstone Sands Capital Select Growth Fund (PTSGX)
The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in common stocks of U.S. companies that the sub-advisor, Sands Capital Management, LLC, believes have above-average potential for revenue or earnings growth. It emphasizes investments in large capitalization growth companies. The weighted-average market capitalization of these companies is generally in excess of $25 billion, and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. The fund will typically own between 25 and 35 companies. It is non-diversified.
Fund Info
| ISIN | US89155H8198 |
|---|---|
| CUSIP | 89155H819 |
| Issuer | Touchstone |
| Inception Date | Aug 11, 2000 |
| Category | Large Cap Growth Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
PTSGX has a high expense ratio of 1.16%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: PTSGX vs. SCHG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Touchstone Sands Capital Select Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Touchstone Sands Capital Select Growth Fund had a return of 11.42% year-to-date (YTD) and 27.83% in the last 12 months. Over the past 10 years, Touchstone Sands Capital Select Growth Fund had an annualized return of 9.09%, while the S&P 500 had an annualized return of 10.87%, indicating that Touchstone Sands Capital Select Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.42% | 18.10% |
| 1 month | 2.74% | 1.42% |
| 6 months | -0.97% | 10.08% |
| 1 year | 27.83% | 26.58% |
| 5 years (annualized) | 9.66% | 13.42% |
| 10 years (annualized) | 9.09% | 10.87% |
Monthly Returns
The table below presents the monthly returns of PTSGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.58% | 9.84% | 2.01% | -7.28% | 1.03% | 6.90% | -6.25% | 3.26% | 11.42% | ||||
| 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% | -1.99% | 4.94% | -7.94% | -4.10% | 3.76% |
| 2020 | 3.74% | -4.49% | -8.81% | 15.27% | 10.61% | 7.94% | 8.29% | 9.32% | -2.60% | -1.22% | 11.91% | 6.56% | 68.92% |
| 2019 | 14.77% | 4.53% | 1.37% | 4.42% | -5.96% | 6.03% | 0.65% | -2.86% | -3.24% | 2.13% | 5.22% | 2.88% | 32.42% |
| 2018 | 11.35% | -0.13% | -1.50% | 1.98% | 6.80% | 1.21% | 0.54% | 5.60% | 0.11% | -13.86% | 3.20% | -7.28% | 5.80% |
| 2017 | 8.51% | 2.81% | 2.03% | 3.43% | 3.25% | 0.13% | 4.94% | 2.08% | -0.72% | 3.26% | 0.35% | 0.23% | 34.42% |
| 2016 | -12.55% | -2.16% | 4.84% | 0.88% | 2.96% | -4.32% | 7.18% | 1.15% | 1.83% | -3.41% | -2.89% | -1.36% | -8.94% |
| 2015 | -3.68% | 5.78% | -1.64% | 0.33% | 0.50% | -0.94% | 2.95% | -7.35% | -3.91% | 10.68% | 0.38% | -10.38% | -8.63% |
| 2014 | -0.86% | 6.93% | -5.29% | -5.64% | 3.50% | 3.15% | 0.40% | 4.51% | -2.10% | 3.03% | 1.87% | -1.01% | 7.94% |
| 2013 | 5.19% | -0.68% | 2.37% | 1.49% | 2.13% | -2.23% | 8.18% | -0.20% | 9.76% | 4.29% | 2.92% | 1.99% | 40.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PTSGX is 23, indicating that it is in the bottom 23% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Touchstone Sands Capital Select Growth Fund (PTSGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Touchstone Sands Capital Select Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $2.16 | $1.85 | $2.37 | $3.83 | $3.36 | $2.16 | $0.00 | $0.88 | $0.13 |
Dividend yield | 0.00% | 0.00% | 0.00% | 12.67% | 10.05% | 19.73% | 34.95% | 24.32% | 16.89% | 0.00% | 4.91% | 0.73% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.85 | $1.85 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.37 | $2.37 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.83 | $3.83 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.36 | $3.36 |
| 2016 | $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 |
| 2015 | $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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $0.88 |
| 2013 | $0.13 | $0.13 |
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.
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 62.81%, occurring on Nov 20, 2008. Recovery took 541 trading sessions.
The current Touchstone Sands Capital Select Growth Fund drawdown is 27.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.81% | Sep 5, 2000 | 2060 | Nov 20, 2008 | 541 | Jan 14, 2011 | 2601 |
| -59.53% | Oct 22, 2021 | 247 | Oct 14, 2022 | — | — | — |
| -33.63% | Jul 21, 2015 | 141 | Feb 9, 2016 | 363 | Jul 19, 2017 | 504 |
| -27.65% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
| -24.67% | Aug 30, 2018 | 80 | Dec 24, 2018 | 58 | Mar 20, 2019 | 138 |
Volatility
Volatility Chart
The current Touchstone Sands Capital Select Growth Fund volatility is 6.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.