- Issuer
- Touchstone
- Inception Date
- Jun 7, 1998
- Category
- Large Cap Value Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
TQCAX Performance Chart
Touchstone Dividend Equity Fund (TQCAX) is up 13.0% since the beginning of the year. TQCAX is currently trading at $22 per share. Investors who bought $1,000 worth of TQCAX shares 5 years ago would now be looking at an investment worth $1,650.
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Returns By Period
Touchstone Dividend Equity Fund (TQCAX) has returned 12.99% so far this year and 23.06% over the past 12 months.
Touchstone Dividend Equity Fund
- 1D
- -0.72%
- 1M
- 0.78%
- 6M
- 8.79%
- YTD
- 12.99%
- 1Y
- 23.06%
- 3Y*
- 15.18%
- 5Y*
- 10.54%
- 10Y*
- —
- ALL TIME*
- 10.78%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
TQCAX Monthly Returns History
Based on dividend-adjusted daily data since Jul 20, 2021, TQCAX's average daily return is +0.04%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.
Historically, 66% of months were positive and 34% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.86% | 1.91% | -5.18% | 6.56% | 3.10% | 0.62% | 1.85% | 12.99% | |||||
| 2025 | 3.94% | 1.60% | -4.04% | -4.13% | 4.88% | 5.62% | 0.42% | 3.06% | 1.91% | -0.59% | 2.19% | 0.93% | 16.36% |
| 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% | -4.03% | -5.76% |
| 2021 | 1.34% | 1.78% | -4.28% | 4.80% | -1.87% | 6.47% | 8.12% |
Benchmark Metrics
Touchstone Dividend Equity Fund has an annualized alpha of 1.46%, beta of 0.79, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since July 20, 2021.
- This fund participated in 85.77% of S&P 500 Index downside but only 83.58% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 1.46%
- Beta
- 0.79
- R²
- 0.84
- Upside Capture
- 83.58%
- Downside Capture
- 85.77%
Expense Ratio
TQCAX has a high expense ratio of 1.04%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
TQCAX ranks 82 for risk / return — above 82% of mutual funds peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Touchstone Dividend Equity Fund (TQCAX) 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.
| TQCAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.25 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.82 | 2.00 | +0.81 |
| Martin ratioReturn relative to average drawdown | 11.19 | 8.49 | +2.70 |
Dividends
Dividend History
Touchstone Dividend Equity Fund provided a 5.69% dividend yield over the last twelve months, with an annual payout of $1.26 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $1.26 | $1.26 | $1.29 | $0.80 | $0.86 | $0.44 |
Dividend yield | 5.69% | 6.40% | 7.16% | 4.69% | 5.30% | 2.43% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.14 | |||||
| 2025 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $1.04 | $1.26 |
| 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 | $0.06 | $0.00 | $0.00 | $0.38 | $0.44 |
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 18.84%, occurring on Sep 30, 2022. Recovery took 302 trading sessions.
The current Touchstone Dividend Equity Fund drawdown is 0.72%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-18.84%Sep 2022 | 8mo 28d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 | Bear market2022 |
-15.96%Apr 2025 | 1mo 17d | 2mo 19d | 4mo 6dFeb 2025 - Jun 2025 | 2025 selloff2025 |
-7.37%Mar 2026 | 1mo 16d | 1mo 1d | 2mo 17dFeb 2026 - Apr 2026 | — |
-6.21%Jan 2025 | 1mo 9d | 1mo 9d | 2mo 18dDec 2024 - Feb 2025 | — |
-5.85%May 2024 | 1mo | 1mo 24d | 2mo 24dApr 2024 - Jun 2024 | — |
Drawdown Indicators
| TQCAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.84% | -56.78% | +37.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.37% | -9.10% | +1.73% |
Max Drawdown (3Y)Largest decline over 3 years | -15.96% | -18.90% | +2.94% |
Max Drawdown (5Y)Largest decline over 5 years | -18.84% | -25.43% | +6.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.72% | -1.58% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -3.63% | -10.70% | +7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 2.14% | -0.28% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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