Touchstone International Equity Fund (SWRLX)

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

Touchstone International Equity Fund (SWRLX) is up 23.4% since the beginning of the year. SWRLX is currently trading at $25 per share. Investors who bought $1,000 worth of SWRLX shares 5 years ago would now be looking at an investment worth $1,845.

Touchstone International Equity Fund (SWRLX) has returned 23.43% so far this year and 52.80% over the past 12 months. Over the last ten years, SWRLX has returned 10.91% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jan 3, 1994, SWRLX's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +14.4%, while the worst month was Oct 2008 at -20.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SWRLX closed higher 52% of trading days. The best single day was Dec 17, 2014 with a return of +27.5%, while the worst single day was Dec 16, 2014 at -16.9%.

Touchstone International Equity Fund has an annualized alpha of 1.91%, beta of 0.69, and R2 of 0.49 versus S&P 500 Index. Calculated based on daily prices since January 03, 1994.

• This fund participated in 90.64% of S&P 500 Index downside but only 85.21% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.69 may look defensive, but with R2 of 0.49 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.49 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

SWRLX has a high expense ratio of 1.37%, indicating above-average management fees.

SWRLX ranks 93 for risk / return — in the top 93% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Touchstone International Equity Fund provided a 6.18% dividend yield over the last twelve months, with an annual payout of $1.53 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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 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 59.44%, occurring on Mar 9, 2009. Recovery took 1257 trading sessions.

The chart below shows the rolling one-month volatility.