Nasdaq - Delayed Quote USD
Touchstone International Value A (SWRLX)
14.22
-0.08
(-0.56%)
At close: 8:04:05 PM EDT
Fund Summary
The fund normally invests at least 80% of its assets in value securities. It invests primarily in equity securities of companies in non-U.S. developed and emerging market countries. The equity securities in which the fund invests are mainly common stocks, but may also include ADRs, GDRs, and, together with ADRs. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $20million or more at the time of purchase.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.63% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 10 |
Performance & Risk
| YTD Return | 4.69% |
| 5y Average Return | 11.00% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWRLX | Category Average | SWRLX | Category Average | SWRLX | Category Average | |
| Alpha | 2.23 | -0.04 | 1.34 | -0.03 | 0.3 | -0.01 |
| BETA | 1 | 0.01 | 1.02 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.66 | 0.01 | 1.09 | 0.01 | 0.53 | 0 |
| R-squared | 88.88 | 0.92 | 88.86 | 0.91 | 88.2 | 0.9 |
| Standard Deviation | 17.08 | 0.2 | 16.74 | 0.17 | 16.02 | 0.16 |
| Sharpe Ratio | 0.2 | 0 | 0.62 | 0 | 0.27 | 0 |
| Treynor Ratio | 2.07 | 0.04 | 9.4 | 0.07 | 3.15 | 0.04 |
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