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
US89154X3026
89154X302
Dec 18, 1997
$2,500
Large-Cap
Blend
Expense Ratio
TEQAX has a high expense ratio of 1.16%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Touchstone Global ESG Equity Fund (TEQAX) returned 16.09% year-to-date (YTD) and 17.40% over the past 12 months. Over the past 10 years, TEQAX returned 8.35% annually, underperforming the S&P 500 benchmark at 10.85%.
TEQAX
16.09%
4.20%
13.12%
17.40%
13.76%
13.20%
8.35%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.13% | 3.14% | -0.41% | 3.17% | 4.20% | 16.09% | |||||||
| 2024 | -1.50% | 4.49% | 2.42% | -2.85% | 6.12% | -0.63% | 3.30% | 2.35% | 0.64% | -3.70% | 1.05% | -2.56% | 8.94% |
| 2023 | 9.39% | -2.72% | 1.91% | 3.27% | -1.68% | 4.08% | 2.46% | -3.64% | -3.32% | -4.29% | 10.62% | 6.60% | 23.45% |
| 2022 | -2.91% | -3.79% | -0.22% | -6.29% | 0.69% | -10.06% | 6.08% | -5.40% | -9.47% | 6.13% | 13.30% | -4.04% | -17.07% |
| 2021 | -0.73% | 3.08% | 2.99% | 3.52% | 1.77% | -0.33% | 1.06% | 1.87% | -5.41% | 3.51% | -3.39% | 3.78% | 11.85% |
| 2020 | -2.62% | -7.65% | -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% | 2.86% | 21.24% |
| 2018 | 5.54% | -5.84% | -0.99% | 0.64% | -0.45% | 0.05% | 4.12% | 2.26% | 0.17% | -8.70% | 2.84% | -8.58% | -9.72% |
| 2017 | 2.73% | 2.61% | 1.41% | 2.74% | 2.44% | 1.63% | 2.56% | -0.21% | 1.99% | 1.33% | 2.96% | 0.96% | 25.74% |
| 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% | 0.18% | -1.94% | 0.50% | -6.06% | -5.19% | 8.51% | 0.56% | -1.98% | -0.34% |
| 2014 | -1.08% | 6.41% | -3.72% | -2.26% | 4.63% | 1.97% | -1.99% | 4.71% | -2.59% | 0.57% | 4.23% | 0.08% | 10.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 76, TEQAX is among the top 24% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Touchstone Global ESG Equity Fund provided a 3.02% dividend yield over the last twelve months, with an annual payout of $0.86 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.86 | $0.86 | $0.34 | $1.38 | $3.02 | $0.08 | $0.49 | $1.93 | $2.92 | $0.11 | $10.05 | $5.83 |
Dividend yield | 3.02% | 3.51% | 1.46% | 7.21% | 12.19% | 0.33% | 2.25% | 10.50% | 13.02% | 0.55% | 51.95% | 20.21% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.86 | $0.86 |
| 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 | $1.38 | $1.38 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.02 | $3.02 |
| 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 | $0.49 | $0.49 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.93 | $1.93 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.92 | $2.92 |
| 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 | $10.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.05 |
| 2014 | $5.83 | $5.83 |
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 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 69.48%, occurring on Oct 7, 2002. Recovery took 3110 trading sessions.
The current Touchstone Global ESG Equity Fund drawdown is 1.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.48% | Mar 28, 2000 | 631 | Oct 7, 2002 | 3110 | Feb 20, 2015 | 3741 |
| -32.9% | Jan 21, 2020 | 44 | Mar 23, 2020 | 109 | Aug 26, 2020 | 153 |
| -30.72% | Nov 15, 2021 | 229 | Oct 12, 2022 | 303 | Dec 27, 2023 | 532 |
| -20.98% | Mar 23, 2015 | 226 | Feb 11, 2016 | 264 | Mar 1, 2017 | 490 |
| -20.15% | Jan 29, 2018 | 229 | Dec 24, 2018 | 244 | Dec 12, 2019 | 473 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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