- ISIN
- US89154Q5392
- CUSIP
- 89154Q539
- Issuer
- Touchstone
- Inception Date
- Jul 9, 2014
- Category
- Large Cap Blend Equities
- Min. Investment
- $500,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
TLCIX Performance Chart
Touchstone Large Cap Fund (TLCIX) is up 11.3% since the beginning of the year. TLCIX is currently trading at $23 per share. Investors who bought $1,000 worth of TLCIX shares 5 years ago would now be looking at an investment worth $1,527.
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Returns By Period
Touchstone Large Cap Fund (TLCIX) has returned 11.27% so far this year and 20.98% over the past 12 months. Over the last ten years, TLCIX has returned 11.65% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Touchstone Large Cap Fund
- 1D
- 0.89%
- 1M
- 0.89%
- YTD
- 11.27%
- 6M
- 10.59%
- 1Y
- 20.98%
- 3Y*
- 13.51%
- 5Y*
- 8.83%
- 10Y*
- 11.65%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
TLCIX Monthly Returns History
Based on dividend-adjusted daily data since Jul 10, 2014, TLCIX's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, an investment would double in approximately 6.5 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +10.2%, while the worst month was Mar 2020 at -12.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, TLCIX closed higher 52% of trading days. The best single day was Mar 13, 2020 with a return of +8.5%, while the worst single day was Mar 16, 2020 at -11.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.17% | 2.82% | -5.40% | 8.37% | -0.27% | 1.61% | 11.27% | ||||||
| 2025 | 4.33% | 1.24% | -3.17% | -3.48% | 1.78% | 1.59% | -0.30% | 4.91% | 1.21% | -2.91% | 3.14% | -0.03% | 8.16% |
| 2024 | -0.11% | 4.52% | 3.51% | -4.50% | 2.11% | 0.43% | 4.43% | 3.16% | 0.25% | 0.50% | 6.08% | -5.59% | 15.04% |
| 2023 | 3.79% | -2.35% | 1.20% | 2.50% | -1.83% | 7.15% | 2.73% | -1.53% | -4.93% | -3.20% | 7.42% | 3.42% | 14.37% |
| 2022 | -4.19% | -5.08% | 2.93% | -7.66% | 0.48% | -6.99% | 7.58% | -3.85% | -7.64% | 7.12% | 6.77% | -3.74% | -15.02% |
| 2021 | -1.09% | 2.59% | 7.50% | 3.93% | 0.68% | 0.39% | 1.51% | 1.71% | -4.87% | 5.63% | -0.59% | 6.63% | 26.00% |
Benchmark Metrics
Touchstone Large Cap Fund has an annualized alpha of -0.14%, beta of 0.88, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since July 10, 2014.
- This fund participated in 95.22% of S&P 500 Index downside but only 89.21% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.88 and R2 of 0.88, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.14%
- Beta
- 0.88
- R²
- 0.88
- Upside Capture
- 89.21%
- Downside Capture
- 95.22%
Expense Ratio
TLCIX has an expense ratio of 0.82%, placing it in the medium range.
Return for Risk
Risk / Return Rank
TLCIX ranks 47 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Touchstone Large Cap Fund (TLCIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TLCIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 2.78 | -0.12 |
| Martin ratioReturn relative to average drawdown | 9.26 | 12.44 | -3.18 |
Dividends
Dividend History
Touchstone Large Cap Fund provided a 2.59% dividend yield over the last twelve months, with an annual payout of $0.59 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.59 | $0.59 | $0.73 | $0.34 | $0.67 | $0.57 | $0.20 | $1.90 | $0.14 | $0.10 | $0.11 | $0.08 |
Dividend yield | 2.59% | 2.88% | 3.76% | 1.93% | 4.29% | 3.01% | 1.28% | 13.22% | 1.12% | 0.73% | 1.02% | 0.77% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Large Cap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.73 |
| 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 | $0.67 | $0.67 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
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 Large Cap 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 Large Cap Fund was 34.19%, occurring on Mar 23, 2020. Recovery took 109 trading sessions.
The current Touchstone Large Cap Fund drawdown is 0.48%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -34.19%Mar 2020 | 2mo 2d | 5mo 6d | 7mo 8dJan 2020 - Aug 2020 |
Bear market2022 | -23.26%Sep 2022 | 8mo 28d | 1y 4mo | 2y 1moJan 2022 - Feb 2024 |
Rate-hike selloffLate 2018 | -19.69%Dec 2018 | 3mo 4d | 7mo 4d | 10mo 8dSep 2018 - Jul 2019 |
2016 correction2016 | -16.15%Feb 2016 | 11mo 15d | 9mo 15d | 1y 8moMar 2015 - Nov 2016 |
2025 selloff2025 | -14.59%Apr 2025 | 4mo 7d | 4mo 16d | 8mo 23dDec 2024 - Aug 2025 |
Drawdown Indicators
| TLCIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -56.78% | +22.59% |
Max Drawdown (1Y)Largest decline over 1 year | -7.83% | -9.10% | +1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -14.59% | -18.90% | +4.31% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -25.43% | +2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -34.19% | -33.92% | -0.27% |
Current DrawdownCurrent decline from peak | -0.48% | -1.80% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -10.71% | +5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.03% | +0.22% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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