Touchstone Mid Cap Fund (TMCPX)
The fund invests, under normal market conditions, at least 80% of its assets in common stocks of medium capitalization U.S. listed companies. For purposes of the fund, a medium capitalization company has a market capitalization found within the range of market capitalizations represented in the Russell Midcap Index at the time of purchase. The size of the companies in the Russell Midcap Index will change with market conditions.
Fund Info
US89155H7935
89155H793
Jan 2, 2003
$2,500
Mid-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Touchstone Mid Cap 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 Mid Cap Fund had a return of 15.67% year-to-date (YTD) and 25.34% in the last 12 months. Over the past 10 years, Touchstone Mid Cap Fund had an annualized return of 9.48%, while the S&P 500 had an annualized return of 11.21%, indicating that Touchstone Mid Cap Fund did not perform as well as the benchmark.
TMCPX
15.67%
5.98%
10.44%
25.34%
8.82%
9.48%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of TMCPX, 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 | -1.88% | 8.00% | 3.33% | -7.18% | 1.79% | -0.67% | 5.86% | 0.09% | 1.60% | -1.54% | 15.67% | ||
| 2023 | 9.50% | -0.64% | -2.34% | 1.28% | 0.16% | 8.47% | 2.80% | -0.69% | -5.20% | -5.14% | 9.86% | 7.44% | 26.70% |
| 2022 | -6.37% | -1.33% | -0.46% | -4.60% | 1.42% | -6.18% | 9.01% | -5.72% | -7.17% | 6.15% | 4.86% | -5.81% | -16.50% |
| 2021 | -1.31% | 3.73% | 3.44% | 2.88% | -0.64% | 0.86% | 0.08% | 0.58% | -3.04% | 4.18% | -1.53% | 2.87% | 12.44% |
| 2020 | 1.45% | -8.85% | -16.04% | 10.73% | 6.15% | 0.16% | 4.20% | 4.58% | -1.00% | -0.91% | 11.48% | 1.71% | 10.79% |
| 2019 | 7.39% | 6.11% | 1.22% | 5.41% | -6.54% | 7.49% | 3.03% | -1.76% | 4.96% | 1.40% | 2.08% | -0.75% | 33.30% |
| 2018 | 4.77% | -2.61% | -1.12% | -0.03% | 3.54% | 0.56% | 3.49% | 2.29% | -2.24% | -6.68% | 2.12% | -9.85% | -6.63% |
| 2017 | 1.94% | 1.97% | 0.04% | 0.56% | 0.91% | 0.59% | 1.79% | -0.91% | 5.12% | 1.30% | 4.20% | 0.24% | 19.08% |
| 2016 | -5.72% | 2.81% | 6.94% | -0.12% | 2.88% | 0.55% | 4.71% | 0.90% | -2.86% | -2.79% | 6.93% | 1.20% | 15.63% |
| 2015 | -2.94% | 7.16% | -0.31% | -1.95% | 1.60% | -1.35% | 0.78% | -4.56% | -5.23% | 5.43% | 1.30% | -4.71% | -5.46% |
| 2014 | -5.43% | 3.85% | 2.25% | -0.48% | 1.00% | 3.01% | -3.59% | 5.32% | -2.05% | 2.14% | 3.90% | -0.27% | 9.47% |
| 2013 | 7.51% | 1.86% | 6.59% | 0.05% | 3.57% | -1.41% | 3.89% | -3.65% | 3.10% | 3.38% | 5.07% | 1.32% | 35.43% |
Expense Ratio
TMCPX has a high expense ratio of 0.93%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TMCPX is 47, 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 Mid Cap Fund (TMCPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Touchstone Mid Cap Fund provided a 0.29% dividend yield over the last twelve months, with an annual payout of $0.17 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.17 | $0.17 | $0.15 | $0.18 | $0.16 | $0.30 | $0.04 | $0.05 | $0.16 | $0.02 | $0.05 | $0.05 |
Dividend yield | 0.29% | 0.33% | 0.35% | 0.36% | 0.35% | 0.74% | 0.14% | 0.15% | 0.58% | 0.06% | 0.21% | 0.22% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Mid 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.17 | $0.17 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2013 | $0.05 | $0.05 |
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 Mid 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 Mid Cap Fund was 58.03%, occurring on Mar 9, 2009. Recovery took 972 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.03% | Jul 16, 2007 | 415 | Mar 9, 2009 | 972 | Jan 17, 2013 | 1387 |
| -35.54% | Feb 20, 2020 | 23 | Mar 23, 2020 | 161 | Nov 9, 2020 | 184 |
| -22.94% | Nov 17, 2021 | 219 | Sep 30, 2022 | 302 | Dec 13, 2023 | 521 |
| -21.76% | Sep 17, 2018 | 69 | Dec 24, 2018 | 77 | Apr 16, 2019 | 146 |
| -20.09% | Jun 24, 2015 | 145 | Jan 20, 2016 | 132 | Jul 28, 2016 | 277 |
Volatility
Volatility Chart
The current Touchstone Mid Cap Fund volatility is 4.54%, 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.