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Touchstone Sustainability & Imp Eq A (TEQAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.86+0.22 (+0.93%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.36%
5-year average return7.34%
Number of years up18
Number of years down8
Best 1-yr total return (25 Apr 2024)29.93%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return29.93%
Worst 3-yr total return2.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTEQAXCategory
YTD5.41%9.07%
1-month2.42%-1.09%
3-month5.41%5.12%
1-year19.97%33.76%
3-year4.66%8.50%
5-year9.07%10.08%
10-year8.04%5.80%
Last bull market33.52%14.90%
Last bear market-15.13%-23.70%

Annual total return (%) history

Year
TEQAXCategory
2024
N/AN/A
2023
23.44%N/A
2022
-17.07%N/A
2021
11.97%N/A
2020
14.44%9.30%
2019
21.23%21.59%
2018
-9.82%-14.59%
2017
25.74%25.12%
2016
4.61%0.79%
2015
-0.15%-1.59%
2014
10.64%-4.98%
2013
29.93%19.44%
2012
6.12%18.29%
2011
4.90%-13.97%
2010
19.16%10.24%
2009
25.88%31.24%
2008
-41.64%-43.99%
2007
26.42%12.71%
2006
-3.91%24.77%
2005
16.40%14.72%
2004
17.10%17.39%
2003
35.60%33.58%
2002
-26.70%-16.69%
2001
-23.47%-21.67%
2000
-7.66%-16.34%
1999
63.03%40.28%
1998
41.17%12.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.41%N/AN/AN/A
20238.46%5.68%-4.55%12.84%
2022-6.79%-15.13%-9.15%15.39%
20215.40%5.01%-2.62%3.89%
2020-22.61%19.42%7.21%15.50%
20198.61%4.46%-1.68%8.68%
2018-1.61%0.23%6.65%-14.26%
20176.91%6.97%4.39%5.33%
2016-1.91%-0.58%6.57%0.65%
20157.31%-2.82%-10.49%6.97%
20141.34%4.28%-0.03%4.74%
20138.58%0.14%8.34%10.30%
201210.74%-1.01%0.29%-3.47%
20114.48%1.96%-10.18%9.63%
20103.49%-9.50%14.38%11.22%
2009-7.71%11.95%14.98%5.96%
2008-10.67%5.40%-18.55%-23.90%
20071.89%8.39%12.46%1.79%
20063.24%-7.57%-3.40%4.24%
20052.51%0.59%6.86%5.63%
20044.73%4.15%-3.53%11.29%
20032.38%13.46%4.39%11.82%
2002-3.37%-8.46%-13.60%-4.09%
2001-27.98%5.30%-15.17%18.96%
200020.60%-4.50%9.68%-26.90%
199914.31%1.63%0.24%40.00%
199812.88%5.96%-7.59%27.71%

Rank in category (by total return)

YTD45
1-month89
3-month45
1-year5
3-year23
5-year7

Load adjusted returns

1-year13.97%
3-year2.88%
5-year7.95%
10-year7.49%