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Touchstone Large Cap Focused Y (SICWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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64.91+0.19 (+0.29%)
At close: 05:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.40%
5-year average return14.88%
Number of years up13
Number of years down3
Best 1-yr total return (15 May 2024)31.04%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return31.04%
Worst 3-yr total return7.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSICWXCategory
YTD3.31%5.31%
1-month-4.50%-4.19%
3-month1.60%3.90%
1-year16.25%20.31%
3-year5.43%6.48%
5-year13.05%11.78%
10-year12.46%10.96%
Last bull market21.11%25.56%
Last bear market-16.21%-15.11%

Annual total return (%) history

Year
SICWXCategory
2024
N/AN/A
2023
25.35%22.32%
2022
-17.31%-16.96%
2021
25.61%26.07%
2020
24.20%15.83%
2019
30.50%28.78%
2018
-2.45%-6.27%
2017
23.42%20.44%
2016
11.58%10.37%
2015
0.82%-1.07%
2014
10.62%10.96%
2013
31.04%31.50%
2012
14.92%14.96%
2011
1.79%-1.27%
2010
14.90%14.01%
2009
29.42%28.17%
2008
-35.18%-37.79%
2007
N/A6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.18%N/AN/AN/A
20238.27%9.31%-3.81%10.11%
2022-3.99%-16.21%-4.86%8.04%
20218.49%8.12%0.36%6.70%
2020-17.73%20.41%10.67%13.29%
201913.12%4.04%0.99%9.79%
20180.00%3.61%7.21%-12.18%
20176.69%3.41%4.53%7.02%
20161.57%2.09%3.91%3.56%
20151.37%0.20%-6.65%6.33%
20141.31%3.81%1.05%4.09%
201310.73%3.19%5.03%9.18%
201211.92%-4.30%6.40%0.85%
20116.19%0.68%-14.86%11.82%
20105.16%-11.28%10.85%11.10%
2009-8.65%17.68%13.79%5.80%
2008-7.54%-0.71%-9.88%-21.65%
20074.77%-2.85%N/AN/A

Rank in category (by total return)

YTD82
1-month65
3-month88
1-year79
3-year76
5-year24

Load adjusted returns

1-year16.25%
3-year5.43%
5-year13.05%
10-year12.46%