Touchstone Global ESG Equity Fund (TEQAX)
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its assets in equity securities of U.S. and non-U.S. companies that meet certain financial and environmental, social, and governance criteria. Equity securities include common stocks, preferred stocks, convertible securities, depositary receipts such as American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and European Depositary Receipts ("EDRs"), and interests in other investment companies, including exchange-traded funds that invest in equity securities.
Fund Info
| ISIN | US89154X3026 |
|---|---|
| CUSIP | 89154X302 |
| Issuer | Touchstone |
| Inception Date | Dec 18, 1997 |
| Category | Foreign Large Cap Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
TEQAX has a high expense ratio of 1.16%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: TEQAX vs. STAG, TEQAX vs. VOO, TEQAX vs. SWISX, TEQAX vs. SWPPX, TEQAX vs. VT
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Touchstone Global ESG 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 Global ESG Equity Fund had a return of 12.14% year-to-date (YTD) and 24.82% in the last 12 months. Over the past 10 years, Touchstone Global ESG Equity Fund had an annualized return of -1.75%, while the S&P 500 had an annualized return of 11.43%, indicating that Touchstone Global ESG Equity Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.14% | 25.82% |
| 1 month | -1.06% | 3.20% |
| 6 months | 5.11% | 14.94% |
| 1 year | 24.82% | 35.92% |
| 5 years (annualized) | 5.12% | 14.22% |
| 10 years (annualized) | -1.75% | 11.43% |
Monthly Returns
The table below presents the monthly returns of TEQAX, 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 | -1.50% | 4.49% | 2.42% | -2.85% | 6.12% | -0.63% | 3.30% | 2.35% | 0.64% | -3.70% | 12.14% | ||
| 2023 | 9.39% | -2.72% | 1.91% | 3.27% | -1.68% | 4.08% | 2.46% | -3.64% | -3.32% | -4.29% | 10.62% | 6.59% | 23.45% |
| 2022 | -2.91% | -3.79% | -0.22% | -6.29% | 0.69% | -10.06% | 6.08% | -5.39% | -9.47% | 6.13% | 13.30% | -9.18% | -21.51% |
| 2021 | -0.73% | 3.08% | 2.99% | 3.52% | 1.77% | -0.33% | 1.06% | 1.87% | -5.41% | 3.51% | -3.39% | -6.65% | 0.61% |
| 2020 | -2.62% | -7.64% | -13.95% | 9.56% | 5.15% | 3.66% | 5.27% | 5.34% | -3.32% | -1.44% | 11.72% | 4.90% | 14.44% |
| 2019 | 8.93% | 0.80% | -1.09% | 5.47% | -6.75% | 6.22% | -0.10% | -3.60% | 2.09% | 2.44% | 3.15% | 1.26% | 19.35% |
| 2018 | 5.54% | -5.84% | -0.99% | 0.63% | -0.45% | 0.05% | 4.12% | 2.26% | 0.17% | -8.70% | 2.84% | -16.22% | -17.27% |
| 2017 | 2.73% | 2.61% | 1.41% | 2.74% | 2.44% | 1.63% | 2.56% | -0.21% | 2.00% | 1.33% | 2.96% | -10.04% | 12.04% |
| 2016 | -7.13% | -0.33% | 5.97% | 1.11% | 1.25% | -2.88% | 4.24% | 1.12% | 1.11% | -2.24% | 1.37% | 1.56% | 4.60% |
| 2015 | 1.35% | 3.45% | 2.35% | -1.26% | -32.51% | -1.94% | 0.49% | -6.06% | -5.19% | 8.51% | 0.56% | -1.98% | -32.86% |
| 2014 | -1.08% | 6.41% | -3.72% | -2.26% | 4.63% | 1.97% | -1.99% | 4.71% | -2.59% | 0.57% | 4.23% | -16.86% | -7.93% |
| 2013 | 3.82% | 0.55% | 4.02% | 1.91% | 0.92% | -2.64% | 4.93% | -1.36% | 4.67% | 4.46% | 3.81% | -7.00% | 18.79% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TEQAX is 29, 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 Global ESG Equity Fund (TEQAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Touchstone Global ESG Equity Fund provided a 1.30% dividend yield over the last twelve months, with an annual payout of $0.34 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.34 | $0.26 | $0.23 | $0.08 | $0.15 | $0.17 | $0.17 | $0.11 | $0.03 | $0.05 | $0.05 |
Dividend yield | 1.30% | 1.46% | 1.35% | 0.94% | 0.33% | 0.71% | 0.93% | 0.77% | 0.55% | 0.17% | 0.18% | 0.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Global ESG 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.34 | $0.34 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 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 | $0.15 | $0.15 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2013 | $0.05 | $0.05 |
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 Global ESG 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 Global ESG Equity Fund was 72.10%, occurring on Oct 7, 2002. The portfolio has not yet recovered.
The current Touchstone Global ESG Equity Fund drawdown is 35.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.1% | Mar 28, 2000 | 631 | Oct 7, 2002 | — | — | — |
| -49.34% | Jul 20, 1998 | 36 | Sep 7, 1998 | 55 | Nov 23, 1998 | 91 |
| -42.56% | Apr 13, 1999 | 35 | May 31, 1999 | 24 | Jul 2, 1999 | 59 |
| -42.01% | Dec 8, 1997 | 14 | Dec 25, 1997 | 18 | Jan 20, 1998 | 32 |
| -41.82% | Aug 7, 1997 | 18 | Sep 1, 1997 | 12 | Sep 17, 1997 | 30 |
Volatility
Volatility Chart
The current Touchstone Global ESG Equity Fund volatility is 3.79%, 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.