Touchstone Small Company Fund (SAGWX)
The investment seeks growth of capital. The fund invests at least 80% of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.
Fund Info
US89154Q2571
89154Q257
Mar 1, 1993
$2,500
Small-Cap
Blend
Expense Ratio
SAGWX has a high expense ratio of 1.17%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Touchstone Small Company 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 Small Company Fund (SAGWX) returned -3.51% year-to-date (YTD) and 5.92% over the past 12 months. Over the past 10 years, SAGWX delivered an annualized return of 17.13%, outperforming the S&P 500 benchmark at 10.43%.
SAGWX
-3.51%
16.57%
-7.98%
5.92%
14.32%
17.13%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of SAGWX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.35% | -6.83% | -5.45% | -0.72% | 4.72% | -3.51% | |||||||
| 2024 | -1.25% | 3.45% | 3.33% | -6.11% | 5.06% | -0.52% | 8.48% | 0.16% | 0.48% | -2.22% | 9.40% | -6.33% | 13.32% |
| 2023 | 8.08% | -1.34% | -3.69% | -0.61% | -3.24% | 7.97% | 3.88% | -2.06% | -4.58% | -5.20% | 8.65% | 8.52% | 15.72% |
| 2022 | -6.21% | -0.55% | -0.37% | -7.42% | -1.40% | -7.32% | 9.43% | -2.61% | -7.82% | 11.61% | 4.40% | -5.15% | -14.64% |
| 2021 | 2.48% | 6.74% | 3.40% | 3.91% | -0.00% | 0.45% | 0.15% | 1.95% | -2.94% | 3.03% | -2.06% | 4.04% | 22.83% |
| 2020 | -3.32% | -9.25% | -21.09% | 14.41% | 7.09% | -0.49% | 2.22% | 4.34% | -3.47% | 3.35% | 19.21% | 9.82% | 17.58% |
| 2019 | 11.43% | 4.27% | -1.43% | 3.53% | -8.84% | 6.39% | 1.24% | -5.93% | 1.74% | 1.71% | 4.62% | 2.49% | 21.52% |
| 2018 | 2.68% | -3.54% | 0.77% | 1.34% | 4.36% | 0.36% | 2.71% | 5.81% | -0.83% | -8.56% | 1.10% | -13.24% | -8.42% |
| 2017 | 1.85% | 2.03% | 0.39% | 1.58% | -0.58% | 2.54% | -0.57% | -0.96% | 3.87% | 1.31% | 3.87% | 0.88% | 17.31% |
| 2016 | -7.24% | 1.96% | 35.70% | 0.89% | 1.99% | -0.87% | 4.37% | 2.81% | 0.20% | -3.25% | 9.03% | 1.49% | 50.69% |
| 2015 | -1.84% | 7.50% | 1.23% | -2.25% | 1.24% | 0.87% | -1.90% | -4.39% | -5.71% | 5.28% | 3.52% | 62.01% | 66.50% |
| 2014 | -3.90% | 4.96% | 1.14% | -1.69% | -0.00% | 4.31% | -4.55% | 2.22% | -4.24% | 3.99% | 2.12% | -24.46% | -21.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SAGWX is 40, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Touchstone Small Company Fund (SAGWX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Touchstone Small Company Fund provided a 0.17% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.01 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $0.00 | $6.96 |
Dividend yield | 0.17% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 18.66% | 0.01% | 128.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Small Company 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 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 | $0.00 | $0.00 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 |
| 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 | $6.96 | $6.96 |
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 Small Company 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 Small Company Fund was 51.25%, occurring on Mar 9, 2009. Recovery took 450 trading sessions.
The current Touchstone Small Company Fund drawdown is 9.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.25% | Oct 10, 2007 | 354 | Mar 9, 2009 | 450 | Dec 17, 2010 | 804 |
| -42.53% | Sep 4, 2018 | 387 | Mar 18, 2020 | 169 | Nov 16, 2020 | 556 |
| -40.76% | Dec 12, 2000 | 454 | Oct 9, 2002 | 372 | Apr 2, 2004 | 826 |
| -31.39% | Oct 15, 1997 | 257 | Oct 8, 1998 | 55 | Dec 24, 1998 | 312 |
| -30.91% | Jul 7, 2014 | 312 | Sep 29, 2015 | 55 | Dec 16, 2015 | 367 |
Volatility
Volatility Chart
The current Touchstone Small Company Fund volatility is 10.65%, 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.