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Touchstone Small Cap Value Y (TVOYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.05+0.29 (+0.83%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.20%
5-Year Average Return8.29%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)32.61%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return32.61%
Worst 3-Yr Total Return2.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTVOYXCategory
YTD1.46%26.79%
1-Month3.26%-1.77%
3-Month1.31%4.45%
1-Year18.74%71.02%
3-Year2.46%9.35%
5-Year10.09%12.17%
10-Year5.98%9.95%
Last Bull Market22.01%28.07%
Last Bear Market-10.90%-24.24%

Annual Total Return (%) History

Year
TVOYXCategory
2024
N/AN/A
2023
10.46%N/A
2022
-8.38%N/A
2021
30.52%N/A
2020
3.47%4.02%
2019
24.76%21.43%
2018
-15.56%-15.46%
2017
7.49%8.54%
2016
28.15%25.99%
2015
-13.69%-6.71%
2014
2.32%3.34%
2013
32.61%36.22%
2012
22.08%16.00%
2011
N/A-4.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.49%N/AN/AN/A
20230.22%2.32%-2.91%10.95%
2022-3.76%-10.90%-3.00%10.15%
202116.65%4.74%-0.37%7.23%
2020-33.75%17.82%1.92%30.06%
201912.36%2.11%0.12%8.61%
2018-4.06%7.12%1.66%-19.18%
20171.32%0.36%2.83%2.80%
20164.67%4.43%4.06%12.66%
2015-1.39%3.80%-17.22%1.86%
20141.54%1.87%-8.81%8.48%
20139.74%2.85%7.10%9.69%
201214.25%-3.91%5.77%5.14%
2011-3.83%-18.38%16.43%N/A

Rank In Category (By Total Return)

YTD69
1-Month84
3-Month82
1-Year82
3-Year57
5-Year60

Load Adjusted Returns

1-Year18.74%
3-Year2.46%
5-Year10.09%
10-Year5.98%