- ISIN
- US89155H7935
- CUSIP
- 89155H793
- Issuer
- Touchstone
- Inception Date
- Jan 2, 2003
- Category
- Mid Cap Blend Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
TMCPX Performance Chart
Touchstone Mid Cap Fund (TMCPX) is up 1.7% since the beginning of the year. TMCPX is currently trading at $58 per share. Investors who bought $1,000 worth of TMCPX shares 5 years ago would now be looking at an investment worth $1,363.
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Returns By Period
Touchstone Mid Cap Fund (TMCPX) has returned 1.66% so far this year and 9.38% over the past 12 months. Over the last ten years, TMCPX has returned 10.97% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Touchstone Mid Cap Fund
- 1D
- 1.98%
- 1M
- 5.92%
- YTD
- 1.66%
- 6M
- 0.38%
- 1Y
- 9.38%
- 3Y*
- 9.04%
- 5Y*
- 6.39%
- 10Y*
- 10.97%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.15%
- 1Y
- 24.03%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
TMCPX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2003, TMCPX's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, an investment would double in approximately 6.7 years.
Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +11.5%, while the worst month was Oct 2008 at -19.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, TMCPX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.7%, while the worst single day was Dec 30, 2004 at -14.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.85% | 2.23% | -8.90% | 5.58% | -1.57% | 3.11% | 1.66% | ||||||
| 2025 | 2.63% | -3.49% | -3.60% | -1.23% | 3.59% | 3.08% | 0.63% | 2.34% | -1.73% | -1.99% | 3.83% | 1.13% | 4.87% |
| 2024 | -1.88% | 8.00% | 3.33% | -7.18% | 1.79% | -0.67% | 5.86% | 0.09% | 1.60% | -1.54% | 7.38% | -7.25% | 8.48% |
| 2023 | 9.50% | -0.64% | -2.34% | 1.28% | 0.16% | 8.47% | 2.80% | -0.69% | -5.20% | -5.14% | 9.86% | 8.10% | 27.48% |
| 2022 | -6.37% | -1.33% | -0.46% | -4.60% | 1.42% | -6.18% | 9.01% | -5.72% | -7.17% | 6.15% | 4.86% | -4.82% | -15.62% |
| 2021 | -1.31% | 3.73% | 3.44% | 2.88% | -0.64% | 0.86% | 0.08% | 0.58% | -3.04% | 4.18% | -1.53% | 5.40% | 15.21% |
Benchmark Metrics
Touchstone Mid Cap Fund has an annualized alpha of 0.90%, beta of 0.93, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since January 03, 2003.
- With beta of 0.93 and R2 of 0.81, 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
- 0.90%
- Beta
- 0.93
- R²
- 0.81
- Upside Capture
- 98.04%
- Downside Capture
- 97.87%
Expense Ratio
TMCPX has a high expense ratio of 0.93%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
TMCPX ranks 7 for risk / return — in the bottom 7% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) 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.
| TMCPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.46 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.37 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 2.78 | -2.08 |
| Martin ratioReturn relative to average drawdown | 1.86 | 12.44 | -10.58 |
Dividends
Dividend History
Touchstone Mid Cap Fund provided a 2.17% dividend yield over the last twelve months, with an annual payout of $1.25 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.25 | $1.25 | $1.39 | $0.48 | $0.59 | $1.39 | $0.86 | $2.08 | $1.20 | $0.36 | $0.16 | $0.01 |
Dividend yield | 2.17% | 2.20% | 2.52% | 0.92% | 1.43% | 2.80% | 1.93% | 5.18% | 3.95% | 1.10% | 0.58% | 0.06% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $1.25 | $1.25 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.39 | $1.39 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.39 | $1.39 |
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 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 974 trading sessions.
The current Touchstone Mid Cap Fund drawdown is 4.44%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.03%Mar 2009 | 1y 7mo | 3y 10mo | 5y 6moJul 2007 - Jan 2013 |
COVID crash2020 | -35.54%Mar 2020 | 1mo 2d | 6mo 23d | 7mo 25dFeb 2020 - Oct 2020 |
2025 selloff2025 | -21.47%Apr 2025 | 4mo 13d | 9mo 3d | 1y 1moNov 2024 - Jan 2026 |
Bear market2022 | -21.05%Sep 2022 | 10mo 17d | 9mo 21d | 1y 8moNov 2021 - Jul 2023 |
2016 bear market2016 | -20.09%Jan 2016 | 7mo | 6mo 10d | 1y 1moJun 2015 - Jul 2016 |
Drawdown Indicators
| TMCPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.03% | -56.78% | -1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -9.10% | -4.38% |
Max Drawdown (3Y)Largest decline over 3 years | -21.47% | -18.90% | -2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -25.43% | +3.96% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -33.92% | -1.62% |
Current DrawdownCurrent decline from peak | -4.44% | -1.80% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -10.71% | +1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 2.03% | +3.08% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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