- ISIN
- US89154X8801
- CUSIP
- 89154X880
- Issuer
- Touchstone
- Inception Date
- Oct 3, 1994
- Category
- Mid Cap Growth Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
TEGAX Performance Chart
Touchstone Mid Cap Growth Fund (TEGAX) is up 13.7% since the beginning of the year. TEGAX is currently trading at $42 per share. Investors who bought $1,000 worth of TEGAX shares 5 years ago would now be looking at an investment worth $1,448.
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Returns By Period
Touchstone Mid Cap Growth Fund (TEGAX) has returned 13.73% so far this year and 18.59% over the past 12 months. Over the last decade, TEGAX has posted an annualized return of 14.16%, slightly higher than the S&P 500 Index benchmark’s 13.88%.
Touchstone Mid Cap Growth Fund
- 1D
- 0.91%
- 1M
- 3.07%
- YTD
- 13.73%
- 6M
- 11.28%
- 1Y
- 18.59%
- 3Y*
- 16.57%
- 5Y*
- 7.68%
- 10Y*
- 14.16%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
TEGAX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 1995, TEGAX's average daily return is +0.06%, while the average monthly return is +1.19%. At this rate, an investment would double in approximately 4.9 years.
Historically, 62% of months were positive and 38% were negative. The best month was Dec 2000 with a return of +39.5%, while the worst month was Oct 2008 at -20.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.
On a daily basis, TEGAX closed higher 54% of trading days. The best single day was Dec 7, 2000 with a return of +23.8%, while the worst single day was Dec 10, 2021 at -16.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.30% | 3.99% | -6.31% | 9.35% | 4.98% | 1.39% | 13.73% | ||||||
| 2025 | 7.05% | -6.51% | -9.58% | 4.93% | 8.34% | 5.93% | 1.99% | -0.21% | 1.50% | 1.41% | -3.45% | -0.86% | 9.28% |
| 2024 | -0.27% | 7.32% | 2.81% | -6.09% | -1.56% | -0.00% | -0.41% | 3.88% | 2.58% | 0.83% | 13.11% | -5.79% | 15.99% |
| 2023 | 8.62% | -1.40% | 0.66% | -2.40% | 0.91% | 8.75% | 2.40% | -2.91% | -4.77% | -5.58% | 11.58% | 7.84% | 24.20% |
| 2022 | -10.41% | -0.98% | 3.57% | -10.05% | -4.83% | -9.27% | 10.22% | -3.25% | -9.13% | 9.39% | 3.41% | -5.64% | -26.18% |
| 2021 | -2.89% | 4.06% | -1.92% | 7.11% | -0.72% | 3.17% | 1.91% | 3.53% | -3.53% | 4.46% | -2.73% | 2.71% | 15.51% |
Benchmark Metrics
Touchstone Mid Cap Growth Fund has an annualized alpha of 4.25%, beta of 0.98, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since January 03, 1995.
- This fund captured 116.57% of S&P 500 Index gains but only 99.96% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 4.25% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.98 and R2 of 0.72, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 4.25%
- Beta
- 0.98
- R²
- 0.72
- Upside Capture
- 116.57%
- Downside Capture
- 99.96%
Expense Ratio
TEGAX has a high expense ratio of 1.21%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
TEGAX ranks 19 for risk / return — in the bottom 19% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Touchstone Mid Cap Growth Fund (TEGAX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TEGAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.37 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.78 | -1.07 |
| Martin ratioReturn relative to average drawdown | 5.33 | 12.44 | -7.11 |
Dividends
Dividend History
Touchstone Mid Cap Growth Fund provided a 10.02% dividend yield over the last twelve months, with an annual payout of $4.24 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.24 | $4.24 | $1.13 | $0.00 | $0.73 | $6.37 | $2.54 | $4.47 | $2.06 | $2.73 | $0.62 | $2.06 |
Dividend yield | 10.02% | 11.40% | 2.97% | 0.00% | 2.69% | 16.97% | 6.67% | 13.97% | 8.53% | 10.06% | 2.59% | 8.72% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Mid Cap Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.24 | $4.24 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $1.13 |
| 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 | $0.73 | $0.73 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.37 | $6.37 |
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 Mid Cap Growth 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 Mid Cap Growth Fund was 53.30%, occurring on Mar 9, 2009. Recovery took 470 trading sessions.
The current Touchstone Mid Cap Growth Fund drawdown is 0.05%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.30%Mar 2009 | 9mo 6d | 1y 10mo | 2y 7moJun 2008 - Jan 2011 |
Bear market2022 | -41.38%Oct 2022 | 10mo 8d | 2y 4mo | 3y 2moDec 2021 - Feb 2025 |
COVID crash2020 | -38.76%Mar 2020 | 1mo 2d | 5mo 12d | 6mo 14dFeb 2020 - Sep 2020 |
Dot-com crash2000–2002 | -37.10%Oct 2002 | 5mo 24d | 1y | 1y 5moApr 2002 - Oct 2003 |
1998 bear market1998 | -35.67%Oct 1998 | 5mo 19d | 7mo 15d | 1y 29dApr 1998 - May 1999 |
Drawdown Indicators
| TEGAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -56.78% | +3.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -9.10% | -1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -27.79% | -18.90% | -8.89% |
Max Drawdown (5Y)Largest decline over 5 years | -41.38% | -25.43% | -15.95% |
Max Drawdown (10Y)Largest decline over 10 years | -41.38% | -33.92% | -7.46% |
Current DrawdownCurrent decline from peak | -0.05% | -1.80% | +1.75% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -10.71% | +1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.03% | +1.48% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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