Nasdaq - Delayed Quote USD

Touchstone Growth Opportunities A (TGVFX)

48.71 +0.10 (+0.21%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 19.75%
5y Average Return 17.31%
Number of Years Up 20
Number of Years Down 8
Best 1Y Total Return (Sep 13, 2024) 42.68%
Worst 1Y Total Return (Sep 13, 2024) --
Best 3Y Total Return 42.68%
Worst 3Y Total Return 3.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TGVFX
Category
YTD
20.71%
12.38%
1-Month
2.15%
5.09%
3-Month
6.07%
10.28%
1-Year
30.99%
41.70%
3-Year
8.16%
22.56%
5-Year
18.00%
21.98%
10-Year
13.57%
15.99%
Last Bull Market
33.08%
25.99%
Last Bear Market
-20.89%
-17.29%

Annual Total Return (%) History

Year
TGVFX
Category
2024
--
--
2023
42.68%
--
2022
-28.60%
--
2021
22.74%
--
2020
33.08%
35.86%
2019
41.48%
31.90%
2018
-4.15%
-2.09%
2017
28.06%
27.67%

2016
0.69%
3.23%
2015
-2.28%
3.60%
2014
11.66%
10.00%
2013
38.23%
33.92%
2012
20.78%
15.34%
2011
-8.21%
-2.46%
2010
20.50%
15.53%
2009
35.54%
35.68%
2008
-39.32%
-40.67%
2007
17.15%
13.35%
2006
0.10%
7.05%
2005
9.09%
6.71%
2004
8.50%
7.81%
2003
39.74%
28.66%
2002
-35.76%
-27.64%
2001
-28.47%
-22.30%
2000
-2.56%
-13.05%
1999
68.25%
38.87%
1998
39.06%
34.55%
1997
23.78%
26.36%
1996
20.65%
19.76%
1995
--
32.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.77% 5.45% -- --
2023 14.78% 11.38% -2.55% 14.52%
2022 -7.56% -20.89% -3.01% 0.67%
2021 2.70% 10.57% -0.64% 8.79%
2020 -15.92% 27.20% 11.51% 11.59%
2019 18.21% 5.20% 0.61% 13.08%
2018 2.63% 4.24% 7.72% -16.83%
2017 9.98% 5.26% 5.35% 5.01%
2016 -3.19% -1.79% 6.33% -0.40%
2015 4.10% -2.13% -9.30% 5.75%

2014 1.09% 4.45% -0.97% 6.79%
2013 11.04% 1.22% 10.12% 11.68%
2012 17.56% -7.45% 9.36% 1.51%
2011 6.36% -2.45% -18.82% 9.00%
2010 5.30% -14.56% 16.48% 14.99%
2009 -1.50% 10.41% 16.72% 6.79%
2008 -10.08% 8.86% -18.39% -24.04%
2007 0.83% 11.76% 3.06% 0.88%
2006 4.91% -8.48% -2.38% 6.80%
2005 -4.93% 4.36% 6.74% 3.01%
2004 3.96% -1.08% -6.92% 13.35%
2003 2.17% 18.90% 3.73% 10.90%
2002 -6.05% -23.82% -15.67% 6.42%
2001 -26.17% 10.42% -26.71% 19.74%
2000 16.82% -0.68% 5.28% -20.23%
1999 4.06% 8.63% 0.58% 47.98%
1998 11.41% 1.78% -8.50% 34.03%
1997 0.87% 17.46% 13.15% -7.67%
1996 8.84% 0.44% 2.26% 7.93%
1995 5.52% -- -- --

Rank in Category (By Total Return)

YTD 42
1-Month 55
3-Month 63
1-Year 34
3-Year 19
5-Year 19

Load Adjusted Returns

1-Year 24.44%
3-Year 6.32%
5-Year 16.79%
10-Year 12.99%

Performance & Risk

YTD Return 19.75%
5y Average Return 17.31%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Touchstone
Net Assets 162.29M
YTD Return 20.71%
Yield 0.00%
Morningstar Rating
Inception Date Sep 29, 1995

Fund Summary

The fund invests primarily in stocks of domestic growth companies that the sub-advisor believes have a demonstrated record of achievement with excellent prospects for earnings growth over a one- to three-year period. In choosing securities, Westfield looks for companies that the sub-advisor believes are reasonably priced with high forecasted earnings potential. The fund may invest in companies of any market capitalization. It is non-diversified.

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