Touchstone Growth Opportunities Fund (TGVFX)
The fund invests primarily in stocks of domestic growth companies that the sub-advisor believes have a demonstrated record of achievement with excellent prospects for earnings growth over a one- to three-year period. In choosing securities, Westfield looks for companies that the sub-advisor believes are reasonably priced with high forecasted earnings potential. The fund may invest in companies of any market capitalization. It is non-diversified.
Fund Info
| ISIN | US89154X7084 |
|---|---|
| CUSIP | 89154X708 |
| Issuer | Touchstone |
| Inception Date | Sep 29, 1995 |
| Category | Large Cap Growth Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
TGVFX has a high expense ratio of 1.25%, indicating higher-than-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: TGVFX vs. GTSGX, TGVFX vs. FBGRX, TGVFX vs. SPLG, TGVFX vs. DGRW, TGVFX vs. SCHG, TGVFX vs. BKLC
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Touchstone Growth Opportunities 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 Growth Opportunities Fund had a return of 20.00% year-to-date (YTD) and 33.03% in the last 12 months. Over the past 10 years, Touchstone Growth Opportunities Fund had an annualized return of 12.46%, outperforming the S&P 500 benchmark which had an annualized return of 10.85%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.00% | 17.79% |
| 1 month | -1.30% | 0.18% |
| 6 months | 5.40% | 7.53% |
| 1 year | 33.03% | 26.42% |
| 5 years (annualized) | 17.44% | 13.48% |
| 10 years (annualized) | 12.46% | 10.85% |
Monthly Returns
The table below presents the monthly returns of TGVFX, 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 | 3.68% | 6.98% | 2.58% | -4.99% | 5.28% | 5.42% | -1.50% | 2.15% | 20.00% | ||||
| 2023 | 10.94% | -1.95% | 5.52% | -0.33% | 5.46% | 5.97% | 3.43% | -0.57% | -5.24% | -2.09% | 10.77% | 5.63% | 42.73% |
| 2022 | -6.63% | -3.18% | 2.25% | -11.36% | -2.89% | -8.09% | 12.21% | -4.40% | -9.58% | 5.03% | 3.05% | -7.01% | -28.62% |
| 2021 | -1.50% | 3.10% | 1.13% | 6.87% | -1.05% | 4.56% | 1.56% | 3.45% | -5.43% | 5.16% | -0.61% | 3.92% | 22.55% |
| 2020 | 2.47% | -6.58% | -12.17% | 15.03% | 7.69% | 2.69% | 6.25% | 8.58% | -3.34% | -2.67% | 10.32% | 3.96% | 33.12% |
| 2019 | 11.06% | 4.20% | 2.15% | 4.98% | -5.82% | 6.40% | 1.48% | -1.55% | 0.70% | 3.81% | 5.87% | 2.94% | 41.56% |
| 2018 | 6.66% | -2.43% | -1.38% | 0.52% | 3.76% | -0.06% | 3.69% | 4.06% | -0.16% | -9.61% | 1.02% | -8.81% | -4.05% |
| 2017 | 4.15% | 3.81% | 1.72% | 1.95% | 2.79% | 0.44% | 2.27% | 1.63% | 1.36% | 2.78% | 1.54% | 0.61% | 28.05% |
| 2016 | -7.82% | -1.42% | 6.54% | -0.44% | 1.32% | -2.65% | 5.73% | -0.81% | 1.38% | -2.98% | 2.38% | 0.29% | 0.72% |
| 2015 | -2.22% | 7.13% | -0.63% | -0.72% | 1.09% | -2.48% | 3.35% | -6.86% | -5.77% | 7.41% | 1.07% | -11.94% | -11.66% |
| 2014 | -2.33% | 6.10% | -2.45% | -1.32% | 2.86% | 2.90% | -2.38% | 4.18% | -2.63% | 2.91% | 3.80% | 0.07% | 11.77% |
| 2013 | 6.61% | 0.35% | 3.80% | 0.11% | 3.25% | -2.07% | 7.12% | -1.70% | 4.58% | 4.31% | 3.91% | 3.04% | 38.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TGVFX is 65, 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 Growth Opportunities Fund (TGVFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Touchstone Growth Opportunities Fund granted a 2.22% dividend yield in the last twelve months. The annual payout for that period amounted to $1.08 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.08 | $1.08 | $0.70 | $7.19 | $4.11 | $5.72 | $3.13 | $3.19 | $1.01 | $0.00 | $3.99 | $1.36 |
Dividend yield | 2.22% | 2.66% | 2.40% | 17.21% | 10.29% | 17.22% | 11.32% | 9.98% | 3.67% | 0.00% | 12.48% | 4.23% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Growth Opportunities 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 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 | $1.08 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.19 | $7.19 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.11 | $4.11 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.72 | $5.72 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.13 | $3.13 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.19 | $3.19 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $1.01 |
| 2015 | $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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.99 | $3.99 |
| 2013 | $1.36 | $1.36 |
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 Growth Opportunities 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 Growth Opportunities Fund was 69.41%, occurring on Oct 7, 2002. Recovery took 2818 trading sessions.
The current Touchstone Growth Opportunities Fund drawdown is 3.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.41% | Sep 5, 2000 | 521 | Oct 7, 2002 | 2818 | Dec 23, 2013 | 3339 |
| -33.18% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -31.58% | Dec 28, 2021 | 216 | Nov 3, 2022 | 281 | Dec 18, 2023 | 497 |
| -29.75% | Jul 21, 2015 | 143 | Feb 11, 2016 | 392 | Aug 31, 2017 | 535 |
| -24.86% | Mar 7, 2000 | 55 | May 23, 2000 | 63 | Aug 23, 2000 | 118 |
Volatility
Volatility Chart
The current Touchstone Growth Opportunities Fund volatility is 5.66%, 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.