TEQAX vs. TIVFX
Compare and contrast key facts about Touchstone Global ESG Equity Fund (TEQAX) and American Beacon Tocqueville International Value Fund (TIVFX).
TEQAX is managed by Touchstone. It was launched on Dec 18, 1997. TIVFX is managed by American Beacon. It was launched on Aug 1, 1994.
Performance
TEQAX vs. TIVFX - Performance Comparison
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TEQAX vs. TIVFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEQAX Touchstone Global ESG Equity Fund | -3.54% | 29.86% | 8.94% | 23.45% | -17.07% | 11.86% | 14.44% | 23.18% | -9.72% | 25.74% |
TIVFX American Beacon Tocqueville International Value Fund | 12.18% | 36.15% | 3.73% | 15.43% | -20.57% | 7.53% | 12.61% | 19.38% | -19.87% | 24.18% |
Returns By Period
In the year-to-date period, TEQAX achieves a -3.54% return, which is significantly lower than TIVFX's 12.18% return. Over the past 10 years, TEQAX has outperformed TIVFX with an annualized return of 10.31%, while TIVFX has yielded a comparatively lower 8.08% annualized return.
TEQAX
- 1D
- 0.17%
- 1M
- -10.65%
- YTD
- -3.54%
- 6M
- 0.07%
- 1Y
- 16.00%
- 3Y*
- 15.81%
- 5Y*
- 8.20%
- 10Y*
- 10.31%
TIVFX
- 1D
- 1.65%
- 1M
- -9.76%
- YTD
- 12.18%
- 6M
- 16.65%
- 1Y
- 59.68%
- 3Y*
- 19.06%
- 5Y*
- 8.08%
- 10Y*
- 8.08%
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TEQAX vs. TIVFX - Expense Ratio Comparison
TEQAX has a 1.16% expense ratio, which is lower than TIVFX's 1.20% expense ratio.
Return for Risk
TEQAX vs. TIVFX — Risk / Return Rank
TEQAX
TIVFX
TEQAX vs. TIVFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Global ESG Equity Fund (TEQAX) and American Beacon Tocqueville International Value Fund (TIVFX). 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.
| TEQAX | TIVFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 3.12 | -2.27 |
Sortino ratioReturn per unit of downside risk | 1.24 | 3.55 | -2.31 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.55 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 4.44 | -3.31 |
Martin ratioReturn relative to average drawdown | 4.41 | 17.93 | -13.52 |
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
| TEQAX | TIVFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 3.12 | -2.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.45 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.47 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.37 | +0.04 |
Correlation
The correlation between TEQAX and TIVFX is 0.58, 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
TEQAX vs. TIVFX - Dividend Comparison
TEQAX's dividend yield for the trailing twelve months is around 4.56%, less than TIVFX's 7.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEQAX Touchstone Global ESG Equity Fund | 4.56% | 4.40% | 3.51% | 1.46% | 7.21% | 12.19% | 0.33% | 3.80% | 10.50% | 13.02% | 0.55% | 51.95% |
TIVFX American Beacon Tocqueville International Value Fund | 7.86% | 8.82% | 10.23% | 1.66% | 1.39% | 3.65% | 0.34% | 1.69% | 1.37% | 1.28% | 1.57% | 3.01% |
Drawdowns
TEQAX vs. TIVFX - Drawdown Comparison
The maximum TEQAX drawdown since its inception was -61.14%, which is greater than TIVFX's maximum drawdown of -54.21%. Use the drawdown chart below to compare losses from any high point for TEQAX and TIVFX.
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Drawdown Indicators
| TEQAX | TIVFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.14% | -54.21% | -6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.59% | -13.21% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -35.95% | -36.31% | +0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -35.95% | -41.51% | +5.56% |
Current DrawdownCurrent decline from peak | -11.08% | -10.23% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -17.90% | -13.45% | -4.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.27% | -0.20% |
Volatility
TEQAX vs. TIVFX - Volatility Comparison
The current volatility for Touchstone Global ESG Equity Fund (TEQAX) is 7.29%, while American Beacon Tocqueville International Value Fund (TIVFX) has a volatility of 7.93%. This indicates that TEQAX experiences smaller price fluctuations and is considered to be less risky than TIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEQAX | TIVFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 7.93% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 14.06% | -2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 19.68% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.28% | 18.21% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 17.40% | +0.63% |