Touchstone Mid Cap Growth Fund (TEGAX)
The investment seeks to increase the value of fund shares as a primary goal and to earn income as a secondary goal. Under normal circumstances, the fund will invest at least 80% of its assets in common stocks of mid-cap U.S. companies. A mid-cap company is defined as a company, at the time of purchase, which has a market capitalization between $1.5 billion and $12 billion or falls within the range of market capitalizations represented in the Russell Midcap Index. The size of the companies in the Russell Midcap Index will change with market conditions.
Fund Info
US89154X8801
89154X880
Oct 3, 1994
$2,500
Mid-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Touchstone Mid Cap Growth 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 Mid Cap Growth Fund had a return of 23.35% year-to-date (YTD) and 34.36% in the last 12 months. Over the past 10 years, Touchstone Mid Cap Growth Fund had an annualized return of 3.72%, while the S&P 500 had an annualized return of 11.21%, indicating that Touchstone Mid Cap Growth Fund did not perform as well as the benchmark.
TEGAX
23.35%
12.19%
17.54%
34.36%
4.81%
3.72%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.27% | 7.32% | 2.81% | -6.09% | -1.56% | 0.00% | -0.41% | 3.88% | 2.58% | 0.83% | 23.35% | ||
| 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% | -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% |
| 2020 | 2.03% | -6.33% | -18.69% | 14.10% | 11.02% | 0.44% | 6.03% | 2.26% | -0.84% | -0.88% | 14.28% | -1.35% | 18.79% |
| 2019 | 10.51% | 6.89% | 2.49% | 4.89% | -5.96% | 7.03% | 2.23% | -2.03% | -0.26% | 1.81% | 6.11% | -3.91% | 32.55% |
| 2018 | 6.15% | -3.61% | 0.94% | 1.46% | 3.97% | -0.78% | 3.03% | 2.48% | 0.06% | -9.06% | 2.27% | -16.22% | -11.01% |
| 2017 | 3.69% | 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% |
| 2013 | 7.67% | 0.31% | 2.92% | -0.51% | 3.49% | -2.10% | 6.30% | -2.41% | 4.25% | 3.65% | 3.64% | -6.94% | 21.14% |
Expense Ratio
TEGAX has a high expense ratio of 1.21%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TEGAX is 52, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
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.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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.
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 58.44%, occurring on Mar 9, 2009. Recovery took 1167 trading sessions.
The current Touchstone Mid Cap Growth Fund drawdown is 9.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.44% | Jul 20, 2007 | 411 | Mar 9, 2009 | 1167 | Oct 25, 2013 | 1578 |
| -45.45% | Sep 15, 2000 | 515 | Oct 9, 2002 | 691 | Jul 11, 2005 | 1206 |
| -43.45% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -38.76% | Feb 20, 2020 | 23 | Mar 23, 2020 | 113 | Sep 1, 2020 | 136 |
| -35.79% | Oct 10, 1997 | 260 | Oct 8, 1998 | 191 | Jul 2, 1999 | 451 |
Volatility
Volatility Chart
The current Touchstone Mid Cap Growth Fund volatility is 5.90%, 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.