SWRLX vs. TLCIX
Compare and contrast key facts about Touchstone International Equity Fund (SWRLX) and Touchstone Large Cap Fund (TLCIX).
SWRLX is managed by Touchstone. It was launched on Mar 1, 1993. TLCIX is managed by Touchstone. It was launched on Jul 9, 2014.
Performance
SWRLX vs. TLCIX - Performance Comparison
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SWRLX vs. TLCIX - 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% |
TLCIX Touchstone Large Cap Fund | -0.39% | 8.16% | 15.04% | 14.37% | -15.02% | 26.00% | 10.32% | 31.56% | -6.31% | 21.72% |
Returns By Period
In the year-to-date period, SWRLX achieves a 2.74% return, which is significantly higher than TLCIX's -0.39% return. Over the past 10 years, SWRLX has underperformed TLCIX with an annualized return of 9.09%, while TLCIX has yielded a comparatively higher 10.51% 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%
TLCIX
- 1D
- 0.30%
- 1M
- -7.00%
- YTD
- -0.39%
- 6M
- -0.28%
- 1Y
- 5.35%
- 3Y*
- 11.39%
- 5Y*
- 6.83%
- 10Y*
- 10.51%
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SWRLX vs. TLCIX - Expense Ratio Comparison
SWRLX has a 1.37% expense ratio, which is higher than TLCIX's 0.82% expense ratio.
Return for Risk
SWRLX vs. TLCIX — Risk / Return Rank
SWRLX
TLCIX
SWRLX vs. TLCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone International Equity Fund (SWRLX) and Touchstone Large Cap Fund (TLCIX). 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 | TLCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.38 | 0.42 | +1.96 |
Sortino ratioReturn per unit of downside risk | 2.90 | 0.70 | +2.20 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.10 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 3.02 | 0.42 | +2.61 |
Martin ratioReturn relative to average drawdown | 11.84 | 1.68 | +10.16 |
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 | TLCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.38 | 0.42 | +1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.46 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.63 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.57 | -0.18 |
Correlation
The correlation between SWRLX and TLCIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SWRLX vs. TLCIX - Dividend Comparison
SWRLX's dividend yield for the trailing twelve months is around 7.43%, more than TLCIX's 2.89% 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% |
TLCIX Touchstone Large Cap Fund | 2.89% | 2.88% | 3.76% | 1.93% | 4.29% | 3.01% | 1.28% | 13.22% | 1.12% | 0.73% | 1.02% | 0.77% |
Drawdowns
SWRLX vs. TLCIX - Drawdown Comparison
The maximum SWRLX drawdown since its inception was -59.44%, which is greater than TLCIX's maximum drawdown of -34.19%. Use the drawdown chart below to compare losses from any high point for SWRLX and TLCIX.
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Drawdown Indicators
| SWRLX | TLCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.44% | -34.19% | -25.25% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -11.72% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -34.19% | -23.26% | -10.93% |
Max Drawdown (10Y)Largest decline over 10 years | -35.95% | -34.19% | -1.76% |
Current DrawdownCurrent decline from peak | -11.49% | -7.55% | -3.94% |
Average DrawdownAverage peak-to-trough decline | -11.68% | -4.93% | -6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.90% | +0.17% |
Volatility
SWRLX vs. TLCIX - Volatility Comparison
Touchstone International Equity Fund (SWRLX) has a higher volatility of 6.90% compared to Touchstone Large Cap Fund (TLCIX) at 3.32%. This indicates that SWRLX's price experiences larger fluctuations and is considered to be riskier than TLCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWRLX | TLCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 3.32% | +3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 7.99% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 15.73% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 14.79% | +2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.75% | 16.81% | -0.06% |