Touchstone International Equity Fund (SWRLX)
The investment seeks growth of capital. The fund normally invests at least 80% of its assets in equity securities. It invests primarily in common stocks of companies located in or that conduct their business mainly in one or more foreign countries, which may include emerging markets. The fund will normally be invested in ten or more foreign countries and may invest up to 40% of its assets in any one country. It focuses its investments on developed foreign countries, but may invest up to 25% of its total assets in emerging markets.
Fund Info
US89154Q2167
89154Q216
Mar 1, 1993
$2,500
Large-Cap
Blend
Expense Ratio
SWRLX has a high expense ratio of 1.37%, indicating higher-than-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 International Equity 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 International Equity Fund had a return of 9.23% year-to-date (YTD) and 3.10% in the last 12 months. Over the past 10 years, Touchstone International Equity Fund had an annualized return of 0.16%, while the S&P 500 had an annualized return of 11.31%, indicating that Touchstone International Equity Fund did not perform as well as the benchmark.
SWRLX
9.23%
7.78%
-2.32%
3.10%
1.41%
0.16%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of SWRLX, 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 | 3.98% | 9.23% | |||||||||||
| 2024 | -2.03% | 0.52% | 3.09% | -3.44% | 3.30% | -2.13% | 3.07% | 2.30% | 2.49% | -3.61% | -1.72% | -8.51% | -7.17% |
| 2023 | 10.30% | -3.67% | 3.05% | 4.30% | -4.12% | 2.96% | 2.35% | -3.06% | -4.80% | -4.70% | 9.72% | 5.66% | 17.63% |
| 2022 | -0.19% | -3.42% | 0.33% | -4.00% | 0.97% | -8.53% | 3.01% | -5.99% | -8.15% | 5.16% | 11.42% | -0.42% | -11.02% |
| 2021 | -1.05% | 2.41% | 2.76% | 3.69% | 3.02% | -1.20% | -1.64% | 0.97% | -3.73% | 0.11% | -5.04% | -9.16% | -9.26% |
| 2020 | -4.11% | -8.44% | -16.81% | 11.76% | 4.58% | 1.60% | 3.52% | 5.06% | -2.71% | -4.00% | 14.35% | 6.68% | 7.47% |
| 2019 | 5.07% | 1.77% | 2.67% | 2.60% | -6.46% | 6.03% | -2.17% | -3.07% | 1.48% | 4.65% | 1.90% | 1.21% | 16.03% |
| 2018 | 3.76% | -6.35% | -1.38% | -1.02% | -1.74% | 0.28% | 1.38% | -0.76% | -1.15% | -8.03% | 1.08% | -14.93% | -26.50% |
| 2017 | 4.11% | 0.85% | 3.25% | 4.67% | 4.24% | -1.44% | 1.14% | -1.50% | 3.49% | 1.16% | 2.19% | -0.07% | 24.13% |
| 2016 | -6.80% | -0.80% | 8.76% | -0.18% | 0.68% | -3.24% | 5.63% | 1.02% | 0.47% | -5.54% | -3.12% | 2.55% | -1.63% |
| 2015 | 1.95% | 6.79% | -2.14% | 3.90% | 2.16% | -3.34% | 0.52% | -5.10% | -2.60% | 6.08% | -1.11% | -3.67% | 2.64% |
| 2014 | -5.11% | 5.85% | -0.00% | 0.49% | 1.02% | 1.01% | -3.72% | 0.40% | -4.93% | -0.98% | 2.72% | 4.53% | 0.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SWRLX is 12, meaning it’s performing worse than 88% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Touchstone International Equity Fund (SWRLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Touchstone International Equity Fund provided a 3.65% dividend yield over the last twelve months, with an annual payout of $0.56 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.56 | $0.56 | $0.22 | $0.21 | $0.08 | $0.08 | $0.20 | $0.26 | $0.21 | $0.10 | $0.12 | $3.63 |
Dividend yield | 3.65% | 3.98% | 1.36% | 1.56% | 0.50% | 0.46% | 1.21% | 1.87% | 1.09% | 0.66% | 0.75% | 22.86% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone International Equity 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2015 | $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 |
| 2014 | $3.63 | $3.63 |
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 International Equity 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 International Equity Fund was 62.39%, occurring on Mar 9, 2009. Recovery took 1497 trading sessions.
The current Touchstone International Equity Fund drawdown is 16.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.39% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1497 | Feb 19, 2015 | 1835 |
| -47.84% | Jan 29, 2018 | 541 | Mar 23, 2020 | — | — | — |
| -35.41% | Jan 4, 2000 | 796 | Mar 12, 2003 | 205 | Jan 5, 2004 | 1001 |
| -23.47% | Jul 21, 1998 | 55 | Oct 5, 1998 | 196 | Jul 6, 1999 | 251 |
| -21.59% | May 18, 2015 | 187 | Feb 11, 2016 | 307 | May 2, 2017 | 494 |
Volatility
Volatility Chart
The current Touchstone International Equity Fund volatility is 3.61%, 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.