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Touchstone Mid Cap Growth Fund (TEGAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US89154X8801

CUSIP

89154X880

Inception Date

Oct 3, 1994

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

TEGAX has a high expense ratio of 1.21%, 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.


Popular comparisons:
TEGAX vs. FISGX TEGAX vs. ACMVX
Popular comparisons:

Performance

Performance Chart


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Returns By Period

Touchstone Mid Cap Growth Fund (TEGAX) returned 4.15% year-to-date (YTD) and 12.82% over the past 12 months. Over the past 10 years, TEGAX returned 3.78% annually, underperforming the S&P 500 benchmark at 10.77%.


TEGAX

YTD

4.15%

1M

19.45%

6M

-2.13%

1Y

12.82%

5Y*

6.41%

10Y*

3.78%

^GSPC (Benchmark)

YTD

0.08%

1M

9.75%

6M

-1.63%

1Y

12.74%

5Y*

15.66%

10Y*

10.77%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.05%-6.51%-9.58%4.93%9.68%4.15%
2024-0.27%7.32%2.81%-6.09%-1.56%0.00%-0.41%3.88%2.58%0.83%13.11%-8.40%12.78%
20238.62%-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%-8.03%-28.05%
2021-2.89%4.06%-1.92%7.11%-0.72%3.17%1.91%3.53%-3.53%4.46%-2.73%-12.20%-1.26%
20202.03%-6.33%-18.69%14.10%11.02%0.44%6.03%2.26%-0.84%-0.88%14.28%-1.35%18.79%
201910.51%6.89%2.49%4.89%-5.96%7.03%2.23%-2.03%-0.26%1.81%6.11%-3.91%32.55%
20186.15%-3.61%0.94%1.46%3.97%-0.78%3.03%2.48%0.06%-9.06%2.27%-16.22%-11.01%
20173.69%3.44%0.23%1.47%3.35%1.07%1.09%0.32%2.05%2.18%2.58%-8.83%12.70%
2016-8.04%0.00%7.18%0.09%1.85%-2.11%5.94%-0.37%0.69%-3.04%2.88%-2.15%2.03%
2015-1.53%6.54%1.23%-1.22%0.94%-1.56%1.73%-5.70%-6.00%7.93%1.43%-9.92%-7.30%
2014-1.83%6.37%-1.34%-1.81%1.88%3.17%-2.49%4.35%-3.20%3.04%3.89%-11.68%-0.97%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of TEGAX is 47, 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 TEGAX is 4747
Overall Rank
The Sharpe Ratio Rank of TEGAX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of TEGAX is 4848
Sortino Ratio Rank
The Omega Ratio Rank of TEGAX is 4747
Omega Ratio Rank
The Calmar Ratio Rank of TEGAX is 4848
Calmar Ratio Rank
The Martin Ratio Rank of TEGAX is 4242
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 Mid Cap Growth Fund (TEGAX) 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 Mid Cap Growth Fund Sharpe ratios as of May 14, 2025 (values are recalculated daily):

  • 1-Year: 0.48
  • 5-Year: 0.26
  • 10-Year: 0.16
  • All Time: 0.27

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 Mid Cap Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Touchstone Mid Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.01%0.01%0.02%0.02%$0.00$0.00$0.00$0.00$0.00$0.01$0.01$0.01201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.01

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.02%

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.


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$0.00$0.00
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$0.00$0.00
2021$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
2020$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
2019$0.01$0.01

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 13.38%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.3%Jun 6, 2008189Mar 9, 2009470Jan 18, 2011659
-45.26%Sep 15, 2000515Oct 9, 2002372Apr 2, 2004887
-43.45%Nov 17, 2021229Oct 14, 2022
-38.76%Feb 20, 202023Mar 23, 2020113Sep 1, 2020136
-35.79%Oct 10, 1997260Oct 8, 1998193Jul 6, 1999453

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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