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Touchstone Value C (TVLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.61+0.04 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.89%
5-year average return9.09%
Number of years up8
Number of years down3
Best 1-yr total return (30 Jun 2024)29.85%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return29.85%
Worst 3-yr total return5.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTVLCXCategory
YTD8.81%4.44%
1-month3.51%-4.04%
3-month4.29%4.09%
1-year25.11%14.37%
3-year6.02%6.04%
5-year11.21%9.20%
10-year8.19%8.57%
Last bull market22.93%22.97%
Last bear market-10.53%-11.27%

Annual total return (%) history

Year
TVLCXCategory
2024
N/AN/A
2023
9.96%11.63%
2022
-3.68%-5.90%
2021
23.57%26.22%
2020
2.40%2.91%
2019
24.57%25.04%
2018
-6.45%-8.53%
2017
13.03%15.94%
2016
12.20%14.81%
2015
-2.99%-4.05%
2014
10.26%10.21%
2013
29.85%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.46%N/AN/AN/A
2023-2.86%5.42%-1.55%9.07%
2022-0.10%-10.53%-5.43%13.95%
202113.09%4.02%-2.28%7.49%
2020-30.33%18.10%4.70%18.87%
20199.98%4.12%2.69%5.93%
2018-3.34%2.88%7.59%-12.57%
20173.12%2.72%1.16%5.48%
2016-1.27%3.72%3.06%6.31%
20150.00%1.01%-8.10%4.51%
20143.32%3.23%0.10%3.26%
20139.54%4.83%3.99%8.74%
20125.07%-0.03%N/AN/A

Rank in category (by total return)

YTD32
1-month30
3-month40
1-year31
3-year55
5-year55

Load adjusted returns

1-year24.11%
3-year6.02%
5-year11.21%
10-year8.19%