SWRLX vs. IGAAX
Compare and contrast key facts about Touchstone International Equity Fund (SWRLX) and American Funds International Growth and Income Fund Class A (IGAAX).
SWRLX is managed by Touchstone. It was launched on Mar 1, 1993. IGAAX is managed by American Funds. It was launched on Oct 1, 2008.
Performance
SWRLX vs. IGAAX - Performance Comparison
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SWRLX vs. IGAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWRLX Touchstone International Equity Fund | 2.74% | 53.78% | -1.53% | 17.63% | -11.02% | 3.86% | 7.47% | 25.87% | -16.81% | 27.24% |
IGAAX American Funds International Growth and Income Fund Class A | -0.77% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
Returns By Period
In the year-to-date period, SWRLX achieves a 2.74% return, which is significantly higher than IGAAX's -0.77% return. Over the past 10 years, SWRLX has outperformed IGAAX with an annualized return of 9.09%, while IGAAX has yielded a comparatively lower 8.52% annualized return.
SWRLX
- 1D
- 0.00%
- 1M
- -11.11%
- YTD
- 2.74%
- 6M
- 12.29%
- 1Y
- 38.68%
- 3Y*
- 18.67%
- 5Y*
- 10.18%
- 10Y*
- 9.09%
IGAAX
- 1D
- -0.02%
- 1M
- -10.90%
- YTD
- -0.77%
- 6M
- 4.93%
- 1Y
- 24.81%
- 3Y*
- 14.07%
- 5Y*
- 7.18%
- 10Y*
- 8.52%
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SWRLX vs. IGAAX - Expense Ratio Comparison
SWRLX has a 1.37% expense ratio, which is higher than IGAAX's 0.91% expense ratio.
Return for Risk
SWRLX vs. IGAAX — Risk / Return Rank
SWRLX
IGAAX
SWRLX vs. IGAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone International Equity Fund (SWRLX) and American Funds International Growth and Income Fund Class A (IGAAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SWRLX | IGAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.38 | 1.66 | +0.72 |
Sortino ratioReturn per unit of downside risk | 2.90 | 2.12 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.33 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.02 | 2.06 | +0.96 |
Martin ratioReturn relative to average drawdown | 11.84 | 8.18 | +3.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWRLX | IGAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.38 | 1.66 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.50 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.54 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.43 | -0.05 |
Correlation
The correlation between SWRLX and IGAAX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SWRLX vs. IGAAX - Dividend Comparison
SWRLX's dividend yield for the trailing twelve months is around 7.43%, less than IGAAX's 8.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWRLX Touchstone International Equity Fund | 7.43% | 7.63% | 10.53% | 1.36% | 1.56% | 14.95% | 0.46% | 9.10% | 15.19% | 3.61% | 0.66% | 3.76% |
IGAAX American Funds International Growth and Income Fund Class A | 8.31% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
Drawdowns
SWRLX vs. IGAAX - Drawdown Comparison
The maximum SWRLX drawdown since its inception was -59.44%, which is greater than IGAAX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for SWRLX and IGAAX.
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Drawdown Indicators
| SWRLX | IGAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.44% | -35.79% | -23.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -10.92% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -34.19% | -30.57% | -3.62% |
Max Drawdown (10Y)Largest decline over 10 years | -35.95% | -35.79% | -0.16% |
Current DrawdownCurrent decline from peak | -11.49% | -10.92% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -11.68% | -7.96% | -3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.75% | +0.32% |
Volatility
SWRLX vs. IGAAX - Volatility Comparison
Touchstone International Equity Fund (SWRLX) has a higher volatility of 6.90% compared to American Funds International Growth and Income Fund Class A (IGAAX) at 5.76%. This indicates that SWRLX's price experiences larger fluctuations and is considered to be riskier than IGAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWRLX | IGAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 5.76% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 9.41% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 14.41% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 14.40% | +2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.75% | 15.81% | +0.94% |