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Touchstone Large Cap Focused Fund (SENCX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US89154Q2993

CUSIP

89154Q299

Inception Date

Jan 12, 1934

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

SENCX has a high expense ratio of 0.99%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Touchstone Large Cap Focused Fund

Popular comparisons:
SENCX vs. VOO SENCX vs. QQQ
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Performance

Performance Chart


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S&P 500

Returns By Period

Touchstone Large Cap Focused Fund (SENCX) returned -0.40% year-to-date (YTD) and 11.15% over the past 12 months. Over the past 10 years, SENCX delivered an annualized return of 12.48%, outperforming the S&P 500 benchmark at 10.84%.


SENCX

YTD

-0.40%

1M

5.97%

6M

-1.90%

1Y

11.15%

3Y*

12.25%

5Y*

14.60%

10Y*

12.48%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of SENCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.05%-1.68%-5.83%-2.48%6.01%-0.40%
20241.67%3.75%2.48%-4.51%4.33%3.40%1.94%1.98%2.03%-0.51%4.42%-1.97%20.29%
20237.09%-2.98%4.14%2.87%0.45%5.70%2.77%-1.93%-4.61%-1.68%8.52%3.12%25.00%
2022-3.13%-3.58%2.73%-8.57%-1.03%-7.47%8.16%-4.00%-8.45%7.76%5.75%-5.27%-17.55%
2021-0.60%5.00%3.88%5.76%0.82%1.33%1.69%3.45%-4.65%5.27%-2.76%4.14%25.26%
20200.49%-7.84%-11.23%12.94%4.36%2.08%5.77%10.24%-5.13%-1.97%10.70%4.30%23.83%
20197.24%3.59%1.78%4.34%-6.66%6.74%1.89%-1.40%0.48%2.42%3.77%3.28%30.23%
20185.86%-3.06%-2.63%0.78%2.11%0.67%3.52%3.20%0.28%-5.12%1.84%-9.11%-2.60%
20172.10%4.24%0.16%1.14%1.82%0.34%2.21%0.31%1.90%2.34%3.26%1.21%23.11%
2016-4.26%-0.21%6.24%0.58%1.56%-0.16%3.34%0.72%-0.22%-1.76%3.60%1.69%11.29%
2015-3.58%6.18%-1.06%0.63%1.27%-1.75%2.03%-6.29%-2.46%8.36%-0.18%-1.61%0.66%
2014-3.96%4.08%1.30%-0.39%2.04%2.06%-0.98%3.52%-1.49%1.93%3.66%-0.50%11.50%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SENCX is 46, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SENCX is 4646
Overall Rank
The Sharpe Ratio Rank of SENCX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of SENCX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of SENCX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of SENCX is 5050
Calmar Ratio Rank
The Martin Ratio Rank of SENCX is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Touchstone Large Cap Focused Fund (SENCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Touchstone Large Cap Focused Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.58
  • 5-Year: 0.83
  • 10-Year: 0.69
  • All Time: 0.71

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Touchstone Large Cap Focused Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Touchstone Large Cap Focused Fund provided a 0.67% dividend yield over the last twelve months, with an annual payout of $0.47 per share.


0.00%5.00%10.00%15.00%$0.00$2.00$4.00$6.00$8.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.47$0.47$0.39$0.75$3.96$2.80$5.12$4.52$7.38$2.96$3.78$4.80

Dividend yield

0.67%0.66%0.65%1.58%6.74%5.59%11.98%12.26%17.44%7.32%9.70%11.31%

Monthly Dividends

The table displays the monthly dividend distributions for Touchstone Large Cap Focused Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.47$0.47
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.39$0.39
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.75$0.75
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.96$3.96
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.80$2.80
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.12$5.12
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.52$4.52
2017$0.00$0.00$0.13$0.00$0.00$0.11$0.00$0.00$0.10$0.00$0.00$7.03$7.38
2016$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.10$0.00$0.00$2.62$2.96
2015$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.10$0.00$0.00$3.43$3.78
2014$0.12$0.00$0.00$0.14$0.00$0.00$0.12$0.00$4.32$0.11$4.80

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 Large Cap Focused 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 Large Cap Focused Fund was 50.33%, occurring on Mar 9, 2009. Recovery took 493 trading sessions.

The current Touchstone Large Cap Focused Fund drawdown is 5.35%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.33%Dec 27, 2007300Mar 9, 2009493Feb 18, 2011793
-31.56%Feb 20, 202023Mar 23, 202093Aug 4, 2020116
-30.75%Aug 26, 198790Dec 29, 1987634Jun 4, 1990724
-29.28%Mar 20, 2002245Mar 11, 2003195Dec 17, 2003440
-24.42%Jan 5, 2022186Sep 30, 2022302Dec 13, 2023488
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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