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
US89154X7084
89154X708
Sep 29, 1995
$2,500
Large-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 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 30.59% year-to-date (YTD) and 34.98% in the last 12 months. Over the past 10 years, Touchstone Growth Opportunities Fund had an annualized return of 3.99%, while the S&P 500 had an annualized return of 11.21%, indicating that Touchstone Growth Opportunities Fund did not perform as well as the benchmark.
TGVFX
30.59%
4.81%
13.32%
34.98%
7.28%
3.99%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
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% | 2.09% | -0.00% | 30.59% | ||
| 2023 | 10.94% | -1.95% | 5.52% | -0.33% | 5.46% | 5.97% | 3.43% | -0.57% | -5.24% | -2.09% | 10.77% | 2.82% | 38.92% |
| 2022 | -6.63% | -3.18% | 2.25% | -11.36% | -2.89% | -8.09% | 12.21% | -4.40% | -9.58% | 5.03% | 3.05% | -9.09% | -30.21% |
| 2021 | -1.50% | 3.10% | 1.13% | 6.87% | -1.05% | 4.56% | 1.56% | 3.45% | -5.43% | 5.16% | -0.61% | -11.39% | 4.50% |
| 2020 | 2.47% | -6.58% | -12.17% | 15.03% | 7.69% | 2.69% | 6.25% | 8.58% | -3.34% | -2.67% | 10.32% | -6.02% | 20.34% |
| 2019 | 11.06% | 4.20% | 2.15% | 4.98% | -5.82% | 6.40% | 1.48% | -1.55% | 0.70% | 3.81% | 5.87% | -12.67% | 20.09% |
| 2018 | 6.66% | -2.43% | -1.38% | 0.52% | 3.76% | -0.06% | 3.69% | 4.06% | -0.16% | -9.61% | 1.02% | -17.72% | -13.42% |
| 2017 | 4.15% | 3.81% | 1.72% | 1.95% | 2.79% | 0.44% | 2.26% | 1.63% | 1.36% | 2.78% | 1.54% | -8.56% | 16.39% |
| 2016 | -7.82% | -1.42% | 6.54% | -0.44% | 1.32% | -2.65% | 5.73% | -0.81% | 1.38% | -2.98% | 2.38% | -3.21% | -2.80% |
| 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% | -11.22% | -0.84% |
| 2013 | 6.61% | 0.35% | 3.80% | 0.11% | 3.25% | -2.07% | 7.12% | -1.71% | 4.58% | 4.31% | 3.91% | -1.32% | 32.39% |
Expense Ratio
TGVFX has a high expense ratio of 1.25%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TGVFX is 63, 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 provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 |
Dividend yield | 0.00% | 0.00% | 0.02% |
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 | $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 |
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 3052 trading sessions.
The current Touchstone Growth Opportunities Fund drawdown is 1.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.41% | Sep 5, 2000 | 521 | Oct 7, 2002 | 3052 | Nov 26, 2014 | 3573 |
| -41.82% | Nov 9, 2021 | 286 | Dec 28, 2022 | 378 | Jul 2, 2024 | 664 |
| -36.38% | Nov 29, 2019 | 78 | Mar 23, 2020 | 94 | Aug 5, 2020 | 172 |
| -33.31% | Dec 1, 2014 | 302 | Feb 11, 2016 | 617 | Jul 25, 2018 | 919 |
| -30.78% | Aug 30, 2018 | 80 | Dec 24, 2018 | 226 | Nov 15, 2019 | 306 |
Volatility
Volatility Chart
The current Touchstone Growth Opportunities Fund volatility is 5.07%, 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.