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Touchstone Small Company A (SAGWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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5.73-0.05 (-0.87%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.69%
5-Year Average Return9.80%
Number of Years Up25
Number of Years Down5
Best 1 Yr Total Return (Jun 24, 2024)34.73%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return34.73%
Worst 3-Yr Total Return6.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSAGWXCategory
YTD4.12%20.19%
1-Month5.06%0.02%
3-Month1.93%4.36%
1-Year22.00%60.18%
3-Year2.55%11.32%
5-Year10.87%13.88%
10-Year9.23%11.19%
Last Bull Market24.46%27.98%
Last Bear Market-15.40%-24.08%

Annual Total Return (%) History

Year
SAGWXCategory
2024
N/AN/A
2023
15.71%N/A
2022
-14.61%N/A
2021
23.20%N/A
2020
17.58%10.99%
2019
21.50%23.75%
2018
-8.55%-12.72%
2017
17.33%12.28%
2016
19.20%20.78%
2015
-1.61%-5.38%
2014
6.40%3.79%
2013
34.73%37.39%
2012
11.07%15.46%
2011
2.84%-4.07%
2010
23.02%25.61%
2009
27.27%31.80%
2008
-32.28%-36.56%
2007
8.28%-1.10%
2006
15.46%15.03%
2005
7.88%6.75%
2004
15.98%18.94%
2003
38.09%43.41%
2002
-14.14%-16.22%
2001
4.81%8.92%
2000
39.12%11.89%
1999
15.11%19.95%
1998
7.17%-3.03%
1997
21.20%26.36%
1996
21.30%21.50%
1995
12.48%27.21%
1994
0.08%-1.76%
1993
N/A17.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.56%N/AN/AN/A
20232.69%3.83%-2.91%11.78%
2022-7.07%-15.40%-1.75%10.54%
202113.10%4.38%-0.90%5.31%
2020-30.77%21.92%2.96%35.30%
201914.52%0.42%-3.11%9.04%
2018-0.19%6.14%7.78%-19.91%
20174.33%3.56%2.29%6.17%
20161.58%2.00%7.51%6.99%
20156.81%-0.17%-11.57%4.35%
20142.02%2.55%-6.57%8.85%
201312.77%3.31%8.29%6.79%
201210.99%-5.82%3.95%2.21%
20119.81%2.12%-18.30%12.25%
20105.56%-6.92%10.18%13.64%
2009-8.48%15.01%15.93%4.30%
2008-8.48%0.15%-2.69%-24.08%
20072.79%5.69%2.45%-2.72%
200611.02%-4.90%1.16%8.11%
2005-2.14%3.15%4.38%2.40%
20043.93%4.76%-2.81%9.60%
2003-1.59%18.55%4.25%13.53%
20025.28%-7.28%-15.71%4.35%
2001-10.97%11.93%-12.97%20.85%
200013.08%6.84%9.30%5.35%
1999-8.36%17.85%-6.88%14.47%
199810.85%-3.53%-15.31%18.33%
1997-2.08%13.90%7.46%1.12%
19969.32%1.46%5.12%4.04%
19955.00%1.19%5.69%0.16%
1994-4.55%-3.48%7.02%1.50%
19931.07%3.18%6.30%N/A

Rank In Category (By Total Return)

YTD41
1-Month32
3-Month56
1-Year46
3-Year36
5-Year37

Load Adjusted Returns

1-Year15.90%
3-Year0.81%
5-Year9.74%
10-Year8.67%