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Touchstone Sustainability & Imp Eq Instl (TROCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.79-0.01 (-0.04%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.52%
5-year average return8.65%
Number of years up6
Number of years down2
Best 1-yr total return (6 May 2024)26.15%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return26.15%
Worst 3-yr total return2.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTROCXCategory
YTD2.45%9.07%
1-month-2.83%-1.09%
3-month4.03%5.12%
1-year13.18%33.76%
3-year2.69%8.50%
5-year7.55%10.08%
10-year8.23%5.80%
Last bull market24.44%14.90%
Last bear market-15.10%-23.70%

Annual total return (%) history

Year
TROCXCategory
2024
N/AN/A
2023
23.78%N/A
2022
-16.93%N/A
2021
12.24%N/A
2020
14.68%9.30%
2019
21.59%21.59%
2018
-9.54%-14.59%
2017
26.15%25.12%
2016
4.98%0.79%
2015
N/A-1.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.44%N/AN/AN/A
20238.52%5.74%-4.52%12.98%
2022-6.77%-15.10%-9.09%15.43%
20215.43%5.11%-2.55%3.94%
2020-22.60%19.54%7.27%15.55%
20198.61%4.55%-1.57%8.79%
2018-1.56%0.31%6.74%-14.17%
20177.01%7.05%4.47%5.41%
2016-1.81%-0.51%6.70%0.72%
2015-10.42%7.00%N/AN/A

Rank in category (by total return)

YTD46
1-month58
3-month24
1-year8
3-year21
5-year8

Load adjusted returns

1-year13.18%
3-year2.69%
5-year7.55%
10-year8.23%