Touchstone Dividend Equity Fund (TQCAX)

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The chart shows the growth of an initial investment of $10,000 in Touchstone Dividend Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Touchstone Dividend Equity Fund (TQCAX) has returned -1.58% so far this year and 13.01% over the past 12 months.

Based on dividend-adjusted daily data since Jul 20, 2021, TQCAX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, your investment would double in approximately 7.7 years.

Historically, 63% of months were positive and 37% were negative. The best month was Oct 2022 with a return of +11.3%, while the worst month was Sep 2022 at -8.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, TQCAX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +7.6%, while the worst single day was Apr 4, 2025 at -5.9%.

Touchstone Dividend Equity Fund has an annualized alpha of 1.42%, beta of 0.80, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since July 21, 2021.

• This fund participated in 89.43% of S&P 500 Index downside but only 88.20% of its upside — more exposed to losses than it benefited from rallies.

TQCAX has a high expense ratio of 1.04%, indicating above-average management fees.

TQCAX ranks 43 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.

The table below present risk-adjusted performance metrics for Touchstone Dividend Equity Fund (TQCAX) and compare them to a chosen benchmark (S&P 500 Index).

Touchstone Dividend Equity Fund provided a 6.57% dividend yield over the last twelve months, with an annual payout of $1.27 per share.

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.

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.

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 18.84%, occurring on Sep 30, 2022. Recovery took 302 trading sessions.

The current Touchstone Dividend Equity Fund drawdown is 7.37%.

The chart below shows the rolling one-month volatility.