Nasdaq - Delayed Quote USD

Touchstone Growth Opportunities Y (TGVYX)

54.40 +0.18 (+0.33%)
At close: 8:01:52 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 32.50%
5y Average Return 17.76%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Dec 18, 2024) 43.04%
Worst 1Y Total Return (Dec 18, 2024) --
Best 3Y Total Return 43.04%
Worst 3Y Total Return 3.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TGVYX
Category
YTD
32.16%
12.38%
1-Month
7.03%
5.09%
3-Month
9.31%
10.28%
1-Year
39.58%
41.70%
3-Year
12.10%
22.56%
5-Year
17.98%
21.98%
10-Year
14.41%
15.99%
Last Bull Market
33.24%
25.99%
Last Bear Market
-20.85%
-17.29%

Annual Total Return (%) History

Year
TGVYX
Category
2024
--
--
2023
43.04%
--
2022
-28.41%
--
2021
23.04%
--
2020
33.43%
35.86%
2019
41.78%
31.90%
2018
-3.89%
-2.09%
2017
28.36%
27.67%

2016
0.98%
3.23%
2015
-2.07%
3.60%
2014
12.01%
10.00%
2013
38.65%
33.92%
2012
21.04%
15.34%
2011
-8.01%
-2.46%
2010
20.88%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.85% 5.49% 2.81% --
2023 14.83% 11.48% -2.50% 14.61%
2022 -7.50% -20.85% -2.93% 0.74%
2021 2.77% 10.63% -0.57% 8.83%
2020 -15.84% 27.28% 11.55% 11.67%
2019 18.24% 5.30% 0.67% 13.12%
2018 2.68% 4.30% 7.83% -16.77%
2017 10.01% 5.34% 5.41% 5.07%
2016 -3.09% -1.72% 6.38% -0.33%
2015 4.16% -2.07% -9.27% 5.82%

2014 1.17% 4.52% -0.90% 6.89%
2013 11.12% 1.28% 10.21% 11.78%
2012 17.59% -7.36% 9.41% 1.55%
2011 6.42% -2.40% -18.77% 9.05%
2010 5.39% -14.52% 16.59% 15.09%
2009 10.55% 16.76% 6.83% --

Rank in Category (By Total Return)

YTD 40
1-Month 34
3-Month 34
1-Year 31
3-Year 5
5-Year 28

Load Adjusted Returns

1-Year 39.58%
3-Year 12.10%
5-Year 17.98%
10-Year 14.41%

Performance & Risk

YTD Return 32.50%
5y Average Return 17.76%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Touchstone
Net Assets 170.76M
YTD Return 32.16%
Yield 0.00%
Morningstar Rating
Inception Date Aug 02, 1999

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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