Touchstone Global ESG Equity Fund (TEQAX)

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Touchstone Global ESG Equity Fund (TEQAX) is up 12.4% since the beginning of the year. TEQAX is currently trading at $34 per share. Investors who bought $1,000 worth of TEQAX shares 5 years ago would now be looking at an investment worth $1,633.

Touchstone Global ESG Equity Fund (TEQAX) has returned 12.38% so far this year and 24.36% over the past 12 months. Over the last ten years, TEQAX has returned 11.78% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Jan 2, 1998, TEQAX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Feb 2000 with a return of +28.4%, while the worst month was Nov 2000 at -24.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, TEQAX closed higher 52% of trading days. The best single day was Mar 31, 2000 with a return of +18.1%, while the worst single day was Jan 2, 2001 at -11.2%.

Touchstone Global ESG Equity Fund has an annualized alpha of 2.94%, beta of 0.98, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since January 05, 1998.

• This fund captured 104.95% of S&P 500 Index gains but only 95.29% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 2.94% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.98 and R2 of 0.70, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

TEQAX has a high expense ratio of 1.16%, indicating above-average management fees.

TEQAX ranks 34 for risk / return — below 34% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Touchstone Global ESG Equity Fund (TEQAX) and compare them to S&P 500 Index.

Touchstone Global ESG Equity Fund provided a 3.91% dividend yield over the last twelve months, with an annual payout of $1.34 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 61.14%, occurring on Feb 13, 2003. Recovery took 2574 trading sessions.

The chart below shows the rolling one-month volatility.