Nasdaq - Delayed Quote USD

Touchstone Growth Opportunities Instl (TGVVX)

53.36 +0.11 (+0.21%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 20.04%
5y Average Return 17.72%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Sep 13, 2024) 43.17%
Worst 1Y Total Return (Sep 13, 2024) --
Best 3Y Total Return 43.17%
Worst 3Y Total Return 3.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TGVVX
Category
YTD
20.98%
12.38%
1-Month
2.17%
5.09%
3-Month
6.16%
10.28%
1-Year
31.44%
41.70%
3-Year
8.54%
22.56%
5-Year
18.41%
21.98%
10-Year
13.96%
15.99%
Last Bull Market
33.29%
25.99%
Last Bear Market
-20.83%
-17.29%

Annual Total Return (%) History

Year
TGVVX
Category
2024
--
--
2023
43.17%
--
2022
-28.34%
--
2021
23.18%
--
2020
33.56%
35.86%
2019
41.92%
31.90%
2018
-3.80%
-2.09%
2017
28.48%
27.67%

2016
1.07%
3.23%
2015
-1.96%
3.60%
2014
12.07%
10.00%
2013
38.75%
33.92%
2012
21.26%
15.34%
2011
-7.86%
-2.46%
2010
20.98%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.87% 5.53% -- --
2023 14.86% 11.48% -2.46% 14.63%
2022 -7.48% -20.83% -2.92% 0.79%
2021 2.81% 10.64% -0.54% 8.87%
2020 -15.82% 27.28% 11.61% 11.70%
2019 18.29% 5.29% 0.72% 13.14%
2018 2.71% 4.31% 7.85% -16.74%
2017 10.03% 5.36% 5.48% 5.07%
2016 -3.10% -1.67% 6.39% -0.30%
2015 4.16% -2.03% -9.23% 5.84%

2014 1.16% 4.55% -0.87% 6.88%
2013 11.10% 1.35% 10.22% 11.80%
2012 17.66% -7.33% 9.45% 1.61%
2011 6.48% -2.36% -18.74% 9.06%
2010 5.37% -14.49% 16.67% 15.08%
2009 10.54% 16.81% 6.93% --

Rank in Category (By Total Return)

YTD 40
1-Month 54
3-Month 61
1-Year 31
3-Year 14
5-Year 16

Load Adjusted Returns

1-Year 31.44%
3-Year 8.54%
5-Year 18.41%
10-Year 13.96%

Performance & Risk

YTD Return 20.04%
5y Average Return 17.72%
Rank in Category (ytd) 40
% 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 20.98%
Yield 0.01%
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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