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
Expense Ratio
TGVFX has a high expense ratio of 1.25%, indicating above-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.
Performance
Performance Chart
Loading data...
Returns By Period
Touchstone Growth Opportunities Fund (TGVFX) returned -1.21% year-to-date (YTD) and 14.68% over the past 12 months. Over the past 10 years, TGVFX delivered an annualized return of 12.29%, outperforming the S&P 500 benchmark at 10.86%.
TGVFX
-1.21%
16.36%
1.76%
14.68%
20.77%
16.25%
12.29%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.19% | -4.23% | -9.31% | 2.25% | 8.86% | -1.21% | |||||||
| 2024 | 3.68% | 6.98% | 2.58% | -4.99% | 5.27% | 5.42% | -1.50% | 2.15% | 2.09% | 0.00% | 6.99% | 0.50% | 32.50% |
| 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% | 2.26% | 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TGVFX is 59, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
Loading data...
Dividends
Dividend History
Touchstone Growth Opportunities Fund provided a 6.24% dividend yield over the last twelve months, with an annual payout of $3.12 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.12 | $3.12 | $1.08 | $0.70 | $7.19 | $4.11 | $5.72 | $3.13 | $3.19 | $1.01 | $0.00 | $3.99 |
Dividend yield | 6.24% | 6.16% | 2.66% | 2.40% | 17.21% | 10.29% | 17.22% | 11.32% | 9.98% | 3.67% | 0.00% | 12.48% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $3.12 | $3.12 |
| 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 | $3.99 | $3.99 |
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.
Loading data...
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 5.30%.
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 chart below shows the rolling one-month volatility.
Loading data...