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Touchstone Focused A (TFOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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69.43+0.46 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.79%
5-year average return14.18%
Number of years up16
Number of years down4
Best 1-yr total return (4 Jul 2024)38.85%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return38.85%
Worst 3-yr total return5.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTFOAXCategory
YTD9.74%5.31%
1-month2.74%-4.19%
3-month2.28%3.90%
1-year14.90%20.31%
3-year6.30%6.48%
5-year14.12%11.78%
10-year10.49%10.96%
Last bull market20.34%25.56%
Last bear market-16.30%-15.11%

Annual total return (%) history

Year
TFOAXCategory
2024
N/AN/A
2023
24.74%22.32%
2022
-18.41%-16.96%
2021
26.44%26.07%
2020
24.26%15.83%
2019
27.03%28.78%
2018
-7.78%-6.27%
2017
13.91%20.44%
2016
11.60%10.37%
2015
3.02%-1.07%
2014
6.45%10.96%
2013
38.85%31.50%
2012
21.89%14.96%
2011
-1.04%-1.27%
2010
9.23%14.01%
2009
32.42%28.17%
2008
-32.91%-37.79%
2007
2.75%6.16%
2006
22.53%14.17%
2005
1.70%5.88%
2004
13.84%10.02%
2003
N/A27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.29%2.28%N/AN/A
20238.94%9.36%-4.56%9.71%
2022-4.91%-16.30%-4.27%7.09%
20219.91%6.98%0.96%6.51%
2020-19.36%20.64%11.35%14.72%
201912.73%2.16%-0.96%11.37%
20180.14%1.68%6.25%-14.76%
20173.57%2.19%2.81%4.68%
20160.99%3.25%2.38%4.54%
20152.54%3.01%-8.09%6.12%
20142.02%3.56%-2.55%3.39%
201310.95%3.39%7.26%12.84%
201215.83%-6.05%7.93%3.78%
20115.08%-0.46%-15.90%12.50%
20104.98%-12.98%9.69%9.00%
2009-7.20%19.46%14.61%4.22%
2008-8.39%-0.46%-8.99%-19.16%
2007-2.50%9.96%0.27%-4.42%
20063.41%0.05%9.16%8.48%
2005-4.04%3.18%1.62%1.07%
20041.12%-1.11%-1.35%15.40%
200314.81%N/AN/AN/A

Rank in category (by total return)

YTD77
1-month55
3-month61
1-year85
3-year79
5-year43

Load adjusted returns

1-year9.15%
3-year4.49%
5-year12.96%
10-year9.93%