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Touchstone Sustainability & Imp Eq Instl (TROCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.03+0.22 (+0.89%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.51%
5-year average return7.54%
Number of years up6
Number of years down2
Best 1-yr total return (24 Apr 2024)26.15%
Worst 1-yr total return (24 Apr 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
YTD5.44%9.07%
1-month2.42%-1.09%
3-month5.44%5.12%
1-year20.27%33.76%
3-year4.90%8.50%
5-year9.33%10.08%
10-year8.30%5.80%
Last bull market33.74%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)

YTD44
1-month89
3-month44
1-year5
3-year18
5-year6

Load adjusted returns

1-year20.27%
3-year4.90%
5-year9.33%
10-year8.30%