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Touchstone Mid Cap Value Inst (TCVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.69+0.01 (+0.04%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.67%
5-Year Average Return8.91%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jun 25, 2024)33.56%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return33.56%
Worst 3-Yr Total Return4.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTCVIXCategory
YTD4.93%21.28%
1-Month1.67%-1.96%
3-Month2.16%4.90%
1-Year17.76%55.83%
3-Year3.10%11.08%
5-Year10.35%11.93%
10-Year7.95%10.64%
Last Bull Market23.19%25.54%
Last Bear Market-12.12%-22.08%

Annual Total Return (%) History

Year
TCVIXCategory
2024
N/AN/A
2023
7.76%N/A
2022
-8.33%N/A
2021
27.18%N/A
2020
5.71%2.63%
2019
29.77%25.18%
2018
-16.79%-12.86%
2017
14.11%13.22%
2016
21.03%18.06%
2015
-1.87%-5.41%
2014
9.57%9.31%
2013
33.56%35.14%
2012
15.33%16.60%
2011
-4.19%-3.96%
2010
26.48%21.92%
2009
N/A35.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.24%N/AN/AN/A
2023-0.19%3.41%-4.50%9.33%
2022-0.70%-12.12%-3.50%8.85%
202113.53%3.56%-0.24%8.44%
2020-28.45%18.21%3.11%21.21%
201914.70%2.68%2.07%7.94%
2018-5.70%3.73%1.06%-15.82%
20175.31%0.46%3.35%4.37%
20165.09%5.85%3.41%5.22%
20152.78%-1.39%-6.98%4.08%
20142.64%4.43%-2.88%5.25%
201313.77%2.41%5.70%8.46%
201210.64%-4.51%6.08%2.90%
20116.99%-2.04%-20.07%14.36%
20108.60%-8.69%12.98%12.90%
20096.45%N/AN/AN/A

Rank In Category (By Total Return)

YTD62
1-Month95
3-Month81
1-Year82
3-Year78
5-Year57

Load Adjusted Returns

1-Year17.76%
3-Year3.10%
5-Year10.35%
10-Year7.95%