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Nasdaq - Delayed Quote USD

Touchstone Small Company Y (SIGWX)

6.10
+0.06
+(0.99%)
As of 8:07:13 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -13.09%
5y Average Return 13.51%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 10, 2025) 35.19%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 35.19%
Worst 3Y Total Return 4.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SIGWX
Category
YTD
-7.19%
20.19%
1-Month
-5.43%
0.02%
3-Month
-7.19%
4.36%
1-Year
-0.19%
60.18%
3-Year
4.03%
11.32%
5-Year
17.11%
13.88%
10-Year
8.29%
11.19%
Last Bull Market
22.26%
27.98%
Last Bear Market
-15.56%
-24.08%

Annual Total Return (%) History

Year
SIGWX
Category
2025
--
--
2024
13.56%
--
2023
16.19%
--
2022
-14.44%
--
2021
23.69%
--
2020
17.86%
10.99%
2019
21.63%
23.75%
2018
-8.16%
-12.72%

2017
17.59%
12.28%
2016
19.68%
20.78%
2015
-1.34%
-5.38%
2014
6.86%
3.79%
2013
35.19%
37.39%
2012
11.32%
15.46%
2011
3.31%
-4.07%
2010
23.70%
25.61%
2009
27.91%
31.80%
2008
-31.97%
-36.56%
2007
--
-1.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.19% -- -- --
2024 5.59% -1.91% 9.30% 0.32%
2023 2.88% 3.85% -2.87% 11.96%
2022 -6.94% -15.56% -1.54% 10.57%
2021 13.33% 4.34% -0.81% 5.44%
2020 -30.65% 22.10% 2.87% 35.32%
2019 14.44% 0.38% -3.00% 9.16%
2018 0.00% 6.34% 7.62% -19.74%
2017 4.40% 3.66% 2.47% 6.03%
2016 1.69% 2.08% 7.64% 7.10%

2015 6.82% 0.00% -11.46% 4.31%
2014 2.23% 2.59% -6.45% 8.92%
2013 12.90% 3.49% 8.31% 6.83%
2012 11.01% -5.68% 3.98% 2.25%
2011 9.90% 2.19% -18.19% 12.44%
2010 5.65% -6.69% 10.19% 13.87%
2009 -8.43% 15.35% 15.97% 4.43%
2008 -8.33% 0.30% -2.67% -23.97%
2007 2.57% -2.73% -- --

Rank in Category (By Total Return)

YTD 34
1-Month 28
3-Month 34
1-Year 16
3-Year 21
5-Year 23

Load Adjusted Returns

1-Year -0.19%
3-Year 4.03%
5-Year 17.11%
10-Year 8.29%

Performance & Risk

YTD Return -13.09%
5y Average Return 13.51%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Touchstone
Net Assets 1.09B
YTD Return -7.19%
Yield 0.46%
Morningstar Rating
Inception Date Dec 23, 2014

Fund Summary

The fund invests at least 80% of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 ® Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.

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