Touchstone Dividend Equity Fund (TQCAX)
The fund invests primarily in U.S. large-cap companies with a history of paying dividends and typically holds 65 to 90 companies. It may temporarily hold more cash if suitable investment opportunities are limited.
Fund Info
Jun 7, 1998
$2,500
Large-Cap
Value
Expense Ratio
TQCAX has a high expense ratio of 1.04%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Touchstone Dividend Equity Fund (TQCAX) returned 1.90% year-to-date (YTD) and 10.69% over the past 12 months. Over the past 10 years, TQCAX returned 2.32% annually, underperforming the S&P 500 benchmark at 10.85%.
TQCAX
1.90%
4.88%
-3.14%
10.69%
7.86%
9.51%
2.32%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of TQCAX, 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 | 3.94% | 1.60% | -4.03% | -4.13% | 4.88% | 1.90% | |||||||
| 2024 | 0.53% | 1.86% | 4.80% | -5.36% | 3.76% | 0.73% | 4.17% | 1.65% | 2.66% | -1.13% | 3.84% | -4.95% | 12.60% |
| 2023 | 3.89% | -3.57% | 0.38% | 1.11% | -3.23% | 5.85% | 3.17% | -2.96% | -4.91% | -2.02% | 8.38% | 5.31% | 10.89% |
| 2022 | -2.54% | -1.93% | 2.83% | -5.14% | 2.50% | -7.31% | 5.73% | -3.75% | -8.72% | 11.31% | 7.22% | -4.04% | -5.76% |
| 2021 | -0.25% | 0.32% | 9.22% | 0.17% | 1.86% | 0.07% | -0.09% | 1.78% | -4.27% | 4.80% | -1.87% | 6.48% | 18.97% |
| 2020 | -6.16% | -8.23% | -16.25% | 11.10% | 2.30% | 0.28% | 2.03% | 3.91% | -4.30% | -2.49% | 9.49% | 1.62% | -9.50% |
| 2019 | 7.44% | 1.69% | 0.53% | 3.30% | -10.04% | 7.36% | 2.36% | -5.89% | 4.66% | 0.59% | 2.50% | -1.36% | 12.36% |
| 2018 | 2.77% | -4.57% | -4.35% | -0.80% | -0.80% | 3.24% | 2.07% | 1.53% | -0.32% | -4.93% | 3.36% | -14.83% | -17.60% |
| 2017 | 0.29% | 3.25% | -0.51% | 1.19% | 0.33% | -0.06% | 1.78% | -1.42% | 4.71% | -0.42% | 4.94% | -5.02% | 9.01% |
| 2016 | -2.21% | 2.39% | 7.40% | -0.60% | -0.79% | 1.41% | 3.50% | -0.82% | 0.12% | -2.06% | 4.68% | -1.38% | 11.76% |
| 2015 | -1.75% | 5.35% | -1.81% | 2.36% | 0.06% | -3.14% | 1.10% | -4.58% | -2.76% | 8.77% | -1.76% | -11.04% | -10.11% |
| 2014 | -4.55% | 2.57% | 0.71% | 1.77% | 0.81% | -0.23% | -0.52% | 3.19% | -0.62% | 2.49% | 1.55% | -6.86% | -0.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TQCAX is 48, 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 Dividend Equity Fund (TQCAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Touchstone Dividend Equity Fund provided a 6.96% dividend yield over the last twelve months, with an annual payout of $1.27 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $1.27 | $1.29 | $0.80 | $0.86 | $0.57 |
Dividend yield | 6.96% | 7.16% | 4.69% | 5.29% | 3.13% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Dividend Equity 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 | $0.07 | $0.00 | $0.00 | $0.07 | |||||||
| 2024 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.04 | $1.29 |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.57 | $0.80 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.62 | $0.86 |
| 2021 | $0.09 | $0.03 | $0.00 | $0.07 | $0.00 | $0.00 | $0.38 | $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 Dividend Equity 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 Dividend Equity Fund was 68.36%, occurring on Mar 9, 2009. Recovery took 1051 trading sessions.
The current Touchstone Dividend Equity Fund drawdown is 4.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.36% | Jul 16, 2007 | 416 | Mar 9, 2009 | 1051 | May 10, 2013 | 1467 |
| -45.09% | Dec 12, 2017 | 572 | Mar 23, 2020 | 986 | Feb 22, 2024 | 1558 |
| -36.06% | May 10, 1999 | 210 | Mar 7, 2000 | 1467 | Jan 6, 2006 | 1677 |
| -24.04% | Nov 25, 2014 | 289 | Jan 20, 2016 | 415 | Sep 12, 2017 | 704 |
| -15.96% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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