Nasdaq - Delayed Quote • USD
Touchstone Growth Opportunities Y (TGVYX)
At close: 6:46 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 19.96% |
| 5y Average Return | 17.60% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TGVYX | Category Average | TGVYX | Category Average | TGVYX | Category Average | |
| Alpha | -0.99 | 0.03 | 1.52 | 0.04 | 0.17 | 0.01 |
| BETA | 1.09 | 0.01 | 1.07 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.85 | 0.02 | 1.58 | 0.02 | 1.21 | 0.01 |
| R-squared | 89.76 | 0.89 | 91.06 | 0.87 | 90.78 | 0.87 |
| Standard Deviation | 20.48 | 0.2 | 20.17 | 0.16 | 17.32 | 0.15 |
| Sharpe Ratio | 0.32 | 0.01 | 0.82 | 0.01 | 0.74 | 0.01 |
| Treynor Ratio | 4.32 | 0.21 | 14.89 | 0.21 | 11.25 | 0.15 |
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