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ISIN
US89155H8198
CUSIP
89155H819
Inception Date
Aug 11, 2000
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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S&P 500 Index

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

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.25%-4.73%-5.14%13.84%7.39%1.83%7.73%
20257.21%-4.36%-11.78%4.47%13.44%7.78%2.57%0.00%3.41%0.15%-5.46%-0.68%15.27%
20242.58%9.84%2.01%-7.28%1.03%6.90%-6.25%3.26%2.25%1.03%10.81%-2.94%23.79%
202315.30%-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
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.


PTSGX Risk / Return Rank: 88
Overall Rank
PTSGX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
PTSGX Sortino Ratio Rank: 99
Sortino Ratio Rank
PTSGX Omega Ratio Rank: 1010
Omega Ratio Rank
PTSGX Calmar Ratio Rank: 66
Calmar Ratio Rank
PTSGX Martin Ratio Rank: 66
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 Sands Capital Select Growth Fund (PTSGX) and compare them to S&P 500 Index.


PTSGXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.78

2.39

-1.61

Sortino ratio

Return per unit of downside risk

1.14

3.25

-2.11

Omega ratio

Gain probability vs. loss probability

1.15

1.43

-0.29

Calmar ratio

Return relative to maximum drawdown

0.66

3.11

-2.46

Martin ratio

Return relative to average drawdown

1.69

14.38

-12.69

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.


0.00%10.00%20.00%30.00%40.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


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$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 20d2y 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 8mo3y 1mo
4y 9moJan 2001 - Nov 2005
COVID crash2020
-27.65%Mar 2020
25d2mo 3d
2mo 28dFeb 2020 - May 2020
2016 bear market2016
-27.55%Feb 2016
6mo 23d1y 2mo
1y 9moJul 2015 - Apr 2017

Drawdown Indicators


PTSGXBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-1.83%

0.00%

-1.83%

Average Drawdown

Average peak-to-trough decline

-15.83%

-10.72%

-5.11%

Ulcer Index

Depth 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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Portfolio Analyzer

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