Touchstone Small Company Fund (SAGWX)

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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.

Touchstone Small Company Fund (SAGWX) has returned -4.35% so far this year and 12.93% over the past 12 months. Over the last ten years, SAGWX has returned 10.69% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Feb 26, 1993, SAGWX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +19.2%, while the worst month was Mar 2020 at -21.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SAGWX closed higher 50% of trading days. The best single day was Dec 9, 2021 with a return of +19.7%, while the worst single day was Dec 23, 1993 at -20.9%.

Touchstone Small Company Fund has an annualized alpha of 3.00%, beta of 0.89, and R² of 0.68 versus S&P 500 Index. Calculated based on daily prices since March 01, 1993.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (96.97%) than losses (89.04%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 3.00% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.89 and R² of 0.68, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SAGWX has a high expense ratio of 1.17%, indicating above-average management fees.

SAGWX ranks 26 for risk / return — below 26% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Touchstone Small Company Fund (SAGWX) and compare them to a chosen benchmark (S&P 500 Index).

Touchstone Small Company Fund provided a 6.08% dividend yield over the last twelve months, with an annual payout of $0.36 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 51.87%, occurring on Mar 9, 2009. Recovery took 467 trading sessions.

The current Touchstone Small Company Fund drawdown is 9.60%.

The chart below shows the rolling one-month volatility.