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Nasdaq - Delayed Quote USD

Touchstone Small Company Y (SIGWX)

6.10
+0.06
+(0.99%)
At close: April 11 at 8:02:13 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.19%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
SIGWXCategory AverageSIGWXCategory AverageSIGWXCategory Average
Alpha -4.4 -0.09 -1.16 -0.06 -4.3 -0.06
BETA 1.03 0.01 1.03 0.01 1.1 0.01
Mean Annual Return 0.5 0.01 1.49 0.01 0.82 0.01
R-squared 76.13 0.83 73.03 0.77 76.83 0.78
Standard Deviation 20.44 0.26 20.31 0.21 19.34 0.19
Sharpe Ratio 0.07 0 0.74 0.01 0.41 0.01
Treynor Ratio -0.56 0.08 13.92 0.1 5.73 0.09

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